ApproveThis manages your Blue Social Integration approvals.

Why These Platforms Work Better Together

Blue Social transforms how professionals build networks through Bluetooth, NFC, and digital business cards. But every meaningful connection creates work: Should we approve this partnership? Is this sales lead worth pursuing? Does this event follow-up align with company priorities? This is where ApproveThis adds critical structure.

By connecting Blue Social's interaction data with ApproveThis' approval automation through Zapier, teams gain:

• Faster response times to high-value connections
• Audit trails for partnership decisions
• Automatic routing based on deal size or contact type

Approvers never need to log into Blue Social – they receive email notifications with one-click approve/reject options. For external partners or clients, this eliminates software onboarding while maintaining security.

Real-World Use Cases Across Industries

Sales Teams: From Handshake to Contract in Hours

When a sales rep shares digital business cards at a conference through Blue Social, each new connection can trigger:

1. Automatic CRM entry creation
2. Approval request for discount thresholds
3. Legal review for custom contract terms

A medical device company reduced proposal turnaround by 62% using this workflow, with ApproveThis automatically escalating high-value deals to regional directors.

Marketing Agencies: Streamlining Client Approvals

An agency using Blue Social for influencer partnerships set up:

• Auto-approvals for influencers under $500/post
• Multi-step creative reviews for branded content
• Budget checks using Calculated Fields

Approvers see influencer engagement metrics from Blue Social directly in approval requests, cutting revision cycles by 40%.

Event Planners: Scaling Post-Event Followups

After trade shows, one logistics company uses Blue Social interaction data to:

1. Flag high-priority leads based on conversation duration
2. Route sponsorship renewals to account managers
3. Require CMO approval for VIP experiences

Their sales team now processes 3x more qualified leads within 48 hours post-event.

Implementation Made Simple

Setting up the integration takes under 15 minutes:

Step 1: Create Your Zap

In Zapier, select Blue Social's "New Interaction" trigger. Map key data points like contact role, meeting notes, and interaction type.

Step 2: Configure Approval Rules

Connect to ApproveThis and:

• Set approval thresholds (e.g., auto-approve contacts under $5K potential)
• Assign approvers based on department or deal size
• Add custom fields for legal/compliance checks

Step 3: Test & Deploy

Run test interactions through Blue Social. ApproveThis will show real-time status updates. Once validated, activate the Zap.

Cross-Functional Benefits

For Executives

Approval thresholds in ApproveThis ensure leadership only sees deals requiring their input. Vacation delegation prevents bottlenecks during travel.

For Operations Teams

Real-time dashboards show approval rates per department. Calculated Fields automatically apply compliance rules to Blue Social data.

For External Partners

Clients receive branded approval portals without needing Blue Social access. Sequential approvals guide vendors through complex processes.

Advanced Configuration Tips

Combine multiple Blue Social data points with ApproveThis logic:

Lead Scoring Automation

Set Calculated Fields to:

• Add 25 points for "decision-maker" role in Blue Social
• Subtract 10 points for competitors
• Auto-approve contacts scoring above 80

Compliance Safeguards

Trigger legal reviews when Blue Social interactions include:

• Keywords like "exclusive partnership"
• Contacts from regulated industries
• Requests exceeding 12-month terms

Why This Integration Beats Manual Processes

A financial services firm using both platforms reduced these risks:

By using Approval Groups in ApproveThis, they ensure compliance officers review high-risk connections without slowing down other deals.

Getting Started

To implement this integration:

1. Sign up for ApproveThis
2. Connect your Blue Social account via Zapier
3. Build your first approval workflow in under 10 minutes

For complex use cases, request a custom demo to see advanced features like:

• Multi-brand approval portals
• API access for custom reporting
• SCIM provisioning for enterprise teams

Final Considerations

While setting up:

Do

- Start with 2-3 high-impact approval types
- Use Blue Social's interaction tags to route requests
- Set reminder intervals in ApproveThis to match deal cycles

Don't

- Require approvers to learn Blue Social's interface
- Overcomplicate initial workflows – iterate later
- Ignore ApproveThis' built-in analytics

Ready to transform how your team handles Blue Social interactions? Start your free trial or book a personalized demo to see advanced approval automation in action.