ApproveThis manages your MyTaag Integration approvals.

Why Combine ApproveThis and MyTaag?

When lead generation meets structured decision-making, businesses move faster. MyTaag excels at capturing customer leads through digital business cards and contact tracking, while ApproveThis brings order to the chaos of approval processes. Together through Zapier, these platforms create a closed-loop system where new leads automatically trigger review workflows, ensuring sales teams never miss opportunities waiting in email inboxes or spreadsheet limbo.

Consider the math: If your team captures 50 leads weekly but takes 3 days to vet each one, you're losing 150 potential revenue days every month. By connecting MyTaag's lead alerts to ApproveThis' automated approval chains, companies reduce decision latency by 65% on average. This isn't about replacing human judgment - it's about eliminating administrative delays so your team can focus on what matters.

How It Works: Approval Automation for Sales Pipelines

MyTaag acts as the frontline sensor, detecting new leads through exchanged digital business cards or captured contact details. ApproveThis becomes the decision engine, routing these leads to the right stakeholders based on predefined rules. Through Zapier, the handoff happens instantly:

1. A sales rep shares a MyTaag digital business card at a conference
2. The prospect's contact details automatically populate in MyTaag
3. Zapier triggers an approval request in ApproveThis
4. Pre-configured workflows notify relevant approvers via email or Slack
5. Approved leads get pushed to your CRM; rejected ones receive automated follow-ups

What makes this powerful isn't just the automation, but the guardrails. ApproveThis adds conditional logic like:

• Auto-approving leads from target companies
• Routing high-value prospects to senior sales staff
• Calculating lead scores based on MyTaag interaction data

Real-World Use Cases Across Industries

Enterprise Sales Teams

For companies selling six-figure solutions, every lead requires careful vetting. A medical device manufacturer connects MyTaag to ApproveThis to ensure all hospital procurement leads get reviewed by both legal and compliance teams before sales engagement. Approval thresholds automatically escalate leads from top-tier hospital networks to C-level executives.

Marketing Agencies

Digital agencies using MyTaag at trade shows set up location-based approval rules. Leads captured in New York get routed to East Coast account managers, while San Francisco contacts go West. Vacation delegation ensures someone always reviews leads within 4 hours - critical for time-sensitive campaign pitches.

Financial Services

Brokerage firms combine MyTaag's lead details with ApproveThis' calculated fields to estimate potential account values. Leads above $250k in projected assets get fast-tracked through simplified approvals, while smaller prospects enter automated nurture sequences.

Implementation Guide

Setting up the integration takes under 30 minutes through Zapier. Here's how:

Step 1: Connect MyTaag

In your Zapier dashboard, select MyTaag as the trigger app. Choose the "New Lead" event and authenticate your MyTaag account using OAuth. Test the connection by creating a sample lead in MyTaag - you should see the data appear in Zapier.

Step 2: Configure ApproveThis

Add ApproveThis as the action app in Zapier. Map MyTaag's lead fields to corresponding approval request elements in ApproveThis. Critical fields to include:

• Lead source (from MyTaag's tracking)
• Contact details
• Initial interaction notes

Step 3: Set Approval Rules

Within ApproveThis, create a workflow template specifying:

• Approvers (individuals or groups)
• Approval sequence (parallel vs. sequential)
• Automated reminders
• Post-approval actions (CRM updates, email alerts)

Pro Tip: Use ApproveThis' calculated fields to auto-populate lead scores based on MyTaag data like number of profile views or content downloads.

Team-Specific Benefits

Sales Operations

Operations leads gain real-time visibility into lead review status through ApproveThis' dashboard. They can identify bottlenecks - like a particular approver consistently delaying responses - and adjust workflows accordingly. Automatic CRM updates eliminate manual data entry errors.

Field Sales

Reps using MyTaag at events see immediate ROI - every scanned business card triggers an approval process, ensuring follow-ups happen while prospect interest is highest. Email-based approvals let them greenlight urgent deals from their phones.

Executive Leadership

CFOs appreciate how approval thresholds prevent overspending on unvetted leads. CROs leverage historical approval data to forecast pipeline changes after implementing new lead gen strategies.

Advanced Configuration Options

For complex use cases, layer in ApproveThis' premium features:

Dynamic Escalation Paths

Set rules where leads from Fortune 500 companies automatically notify VP-level approvers after 2 hours of inactivity from initial approvers. MyTaag's company size data field enables this prioritization.

Compliance Auditing

Maintain FINRA or HIPAA compliance by attaching approval decisions to specific lead records. ApproveThis stores full audit trails showing who approved which lead and when.

Multi-Team Workflows

Enterprise companies route MyTaag leads through regional and product-line approval chains simultaneously. A European automotive lead might need both geographic and product managers' sign-offs before progressing.

Why This Integration Beats Manual Processes

Traditional lead review processes crumble under scale. Spreadsheets get outdated, emails get buried, and good leads slip through cracks. By connecting MyTaag to ApproveThis via Zapier, companies achieve:

Faster Cycle Times

Median lead review time drops from 72 hours to under 8 hours according to customer data. Automated reminders and mobile approvals keep processes moving.

Better Compliance

Predefined approval paths ensure every lead gets evaluated against the same criteria. Managers can't bypass rules to fast-track pet projects.

Reduced Licensing Costs

Since ApproveThis approvers don't need MyTaag licenses, companies avoid paying for duplicate seats. External partners like channel reps can approve leads without accessing sensitive CRM data.

Getting Started

Ready to transform your lead management? Start with a free ApproveThis trial and connect it to MyTaag via Zapier. No coding required - our prebuilt templates handle most common use cases. For complex implementations, schedule a demo to see custom workflows in action.

Build your integration today or explore ApproveThis' features to design approval workflows that keep pace with your sales team.