ApproveThis manages your Popl Integration approvals.

Why ApproveThis and Popl Are Better Together

In today’s fast-paced business environment, speed and accuracy are non-negotiable. Popl’s digital business cards simplify lead capture, while ApproveThis turns decision-making into a structured, auditable process. When combined through Zapier, these platforms create a seamless bridge between capturing leads and validating them with precision. Teams no longer need to switch between apps or chase down stakeholders—approvals happen in real time, directly within existing workflows.

This integration is particularly powerful for businesses that handle high volumes of leads or require compliance checks. For example, a marketing agency collecting leads at a trade show can instantly route new contacts to sales managers for review via ApproveThis. Similarly, a real estate firm can validate updated lead details (like budget changes) before agents invest time in follow-ups. The result? Faster response times, fewer errors, and more confident teams.

Key Features That Make This Integration Work

Popl’s Strengths

Popl replaces outdated paper cards with NFC-enabled digital profiles. Users share contact details by tapping a phone or scanning a QR code, instantly capturing lead data like email, phone numbers, and social links. Lead updates sync automatically, ensuring teams always have the latest information. For field sales or event marketers, this means no more manual data entry or lost business cards.

ApproveThis’s Approval Engine

ApproveThis adds governance to Popl’s agility. Its workflows can require manager sign-off before leads enter a CRM, enforce budget approvals for high-value prospects, or trigger automatic escalations if responses stall. A standout feature: approvers don’t need licenses for Popl (or any connected app). External partners or clients can review requests via email, keeping costs low and collaboration simple.

Real-World Use Cases

1. Validating High-Stakes Leads

Enterprise sales teams often deal with complex deals requiring executive input. With Popl and ApproveThis, when a sales rep captures a lead over $50K (using Popl’s form fields), Zapier triggers an approval request. The VP of Sales receives an email with deal specifics, approves/denies in one click, and the lead automatically routes to the CRM—or gets flagged for legal review. This cuts approval cycles from days to hours.

2. Ensuring Data Accuracy for Marketing Campaigns

Marketing teams using Popl at events can automate lead vetting. Suppose a prospect requests a demo but provides an invalid company email. ApproveThis can route these leads to a dedicated verifier, who checks LinkedIn or the company domain before approving. Only clean data enters marketing automation tools, improving campaign ROI.

3. Compliance-Driven Industries

Healthcare or financial services firms must document lead interactions meticulously. If a Popl lead includes sensitive data (like a patient inquiry), ApproveThis can require dual approvals—say, from both a sales lead and compliance officer. All decisions are logged with timestamps, creating an audit trail for regulators.

Setup Guide: Connect Popl and ApproveThis in 15 Minutes

Step 1: Create a Zapier account if you don’t have one. Zapier’s free plan supports this integration.

Step 2: Choose “New Lead” in Popl as your trigger. Connect your Popl account (use the Popl.co credentials your team already has).

Step 3: Select ApproveThis as the action app. Use the “Create Request” action, and map Popl’s lead fields (name, email, notes) to ApproveThis’s approval form. Pro tip: Add a calculated field in ApproveThis to flag leads over a specific deal size.

Step 4: Test with a real lead. Send yourself a Popl card, then check if ApproveThis generates a request. Adjust field mappings if needed, then activate the Zap.

Team-Specific Benefits

Sales Teams: Close Deals Faster

Sales reps waste hours weekly chasing internal approvals. With this integration, a Popl lead from a key account triggers an immediate ApproveThis request to the account executive. They review details in Slack or email, approve, and the lead auto-populates in Salesforce. No more waiting for weekly deal review meetings.

Marketing: Protect Campaign Integrity

Event marketers can set approval thresholds—for example, requiring manager sign-off on leads from non-target industries before adding them to nurture campaigns. This prevents wasted ad spend on unqualified prospects.

Operations: Streamline Cross-Team Workflows

Ops leaders use ApproveThis’s reporting to identify bottlenecks. If approval times spike during trade show seasons, they can add parallel approvers or adjust thresholds. All without IT help, thanks to no-code Zapier workflows.

Beyond the Basics: Advanced Tactics

Use ApproveThis’s conditional logic to customize Popl workflows. For instance:

• If a Popl lead includes “Trade Show 2024” in the notes field, require booth manager approval.
• Auto-approve leads under $10K but escalate larger deals to senior staff.

Leverage vacation delegation to avoid delays. If a marketing director is OOO, ApproveThis reassigns their Popl lead approvals to a deputy, keeping processes moving.

Common Pitfalls to Avoid

Don’t: Overcomplicate initial workflows. Start with one approval step (e.g., manager sign-off), then add layers as needed.

Do: Train teams on Popl’s data fields. Consistent lead tagging (e.g., “High Priority”) ensures ApproveThis routes requests correctly.

Don’t: Ignore ApproveThis’s audit logs. They’re gold for refining lead acceptance criteria over time.

Ready to Transform Your Lead Process?

ApproveThis and Popl solve a universal problem: great leads get stuck in approval limbo. By connecting them via Zapier, you turn lead capture into a decision-ready pipeline. Whether you’re a scaling startup or a regulated enterprise, this integration adapts to your needs—without licensing headaches or IT dependencies.

See it in action: Register for ApproveThis and book a demo to explore custom workflows. Already use Popl? Your first Zap takes 15 minutes to build.