When Magnetly Meets ApproveThis: How to Turn Lead Chaos Into Sales Momentum

Let’s cut through the noise: You’re using Magnetly to generate leads because you’re smart enough to know that free micro-tools beat cold calls any day. But now you’ve got leads pouring in, and your team’s stuck debating which opportunities to chase. That’s where ApproveThis comes in – not to slow things down, but to help you move faster without dropping balls. Here’s how connecting these two through Zapier creates a system where your best leads never get stuck in email purgatory.

Why This Combo Works (Besides the Obvious)

Magnetly’s great at attracting potential customers with useful tools. ApproveThis is great at making decisions happen before your coffee gets cold. Together? They’re like giving your sales team a GPS for their pipeline. When a new lead hits Magnetly, Zapier automatically kicks off approval workflows in ApproveThis to answer critical questions:

• Is this lead sales-ready or needs nurturing?
• Should it go to Enterprise Sales or SMB team?
• Does this request require legal review?

For companies between 50-5,000 employees, this isn’t about adding process – it’s about removing the 17 Slack messages that currently happen every time a “big fish” comes in.

The Nuts and Bolts of Better Decisions

Here’s what happens when you connect these two:

1. A visitor uses your Magnetly tool (like a ROI calculator)
2. Magnetly captures their info as a lead
3. Zapier triggers an ApproveThis workflow to qualify the lead
4. Your team approves/routes/rejects based on real criteria
5. The approved lead hits your CRM with context

No more spreadsheet triage. No more “Who’s handling this?” chaos.

Real-World Applications That Don’t Suck

Let’s get specific about how different teams benefit:

For Marketing Teams: Stop Guessing What Sales Wants

Your content team built a Magnetly tool that’s generating 500 leads/month. Problem is, 80% are tire-kickers. With ApproveThis:

• Auto-flag leads that meet BANT criteria
• Route marketing-qualified leads to sales
• Send unqualified leads to nurture campaigns

Example: A cybersecurity company uses a Magnetly “Threat Assessment Quiz.” Any lead scoring above 70% risk automatically routes to senior sales reps via ApproveThis, while others go to automated education emails.

For Sales Ops: Kill Bottlenecks Before They Kill Deals

Enterprise deals often require internal approvals before engaging. Instead of waiting for legal or finance to check Slack:

• Auto-create approval tasks when Magnetly detects high-value lead
• Use calculated fields to show potential deal size
• Set approval thresholds ($50k+ deals need CFO sign-off)

Example: A SaaS company’s Magnetly pricing tool automatically escalates any lead requesting over 500 seats to department heads via ApproveThis, complete with usage forecasts.

For Customer Success: Turn Upsells Into a Process, Not a Begging Session

When existing customers use Magnetly tools (like a “Feature ROI Estimator”):

• Auto-trigger contract reviews for expansion opportunities
• Route upgrade requests to approvers based on account history
• Escalate technical questions to solutions architects

Example: A martech company automatically routes feature upgrade requests from Magnetly tools through ApproveThis, attaching customer health scores and past support tickets to approval requests.

Setting This Up Without Losing Your Mind

Here’s the 4-step process even your least techy manager can handle:

1. Connect Zapier: Log into Zapier, choose Magnetly as trigger (“New Lead”), ApproveThis as action (“Create Request”)
2. Map Fields: Pull Magnetly data (lead score, tool used, responses) into ApproveThis request form
3. Set Rules: Build approval workflows in ApproveThis using Magnetly data (e.g., “If lead from ‘Enterprise Pricing Tool’ and >100 employees, route to VP Sales”)
4. Test: Use Magnetly’s test mode to simulate leads and watch approvals flow

Pro Tip: Use ApproveThis’ calculated fields to auto-prioritize requests based on Magnetly lead scores. No manual sorting needed.

The Hidden Perks You’ll Actually Care About

Beyond the obvious time saves:

• Approval Groups That Make Sense: Send marketing-qualified leads to sales managers, technical queries to solutions engineers – all based on which Magnetly tool was used
• No License Headaches: Approvers only need ApproveThis access, not Magnetly seats. Great for involving external partners or execs who shouldn’t have full system access
• Audit Trail: Every Magnetly lead’s approval history stays attached in ApproveThis. Bye-bye, “Why did we ignore this lead?” post-mortems

When to Use This Combo (And When Not To)

This integration shines when:

• You have multiple Magnetly tools serving different audiences
• Lead quality varies widely (needs human check)
• Different teams handle different lead types

Maybe skip it if:

• All Magnetly leads go straight to one team
• You have fully automated lead scoring already
• Your CEO signs off on every lead personally (bless your heart)

Beyond Lead Approval: Unexpected Use Cases

While we’re here, let’s get creative:

Content Teams: Validate Idea Requests

When users request new tools via Magnetly forms:

• Route tool ideas through ApproveThis
• Have stakeholders vote with approval comments
• Use thresholds to auto-approve popular ideas

Partner Management: Co-Marketing Tool Approvals

When partners request custom Magnetly tools:

• Automatically require legal/brand approvals
• Add deadline reminders for faster turnaround
• Attach partner SLAs to each request

Making This Work For Your Size

How different teams scale this:

50-200 Employee Companies

Keep it simple:

• 2-step approvals max
• Use Magnetly lead source as main routing criteria
• Set email approvals for execs

500-5,000 Employee Orgs

Go nuts:

• Multi-region approval chains
• Integrate with CRM data via Zapier
• Auto-escalate stale requests

Bottom Line

Magnetly finds the leads. ApproveThis gets them unstuck. Together, they turn “Hey, did anyone follow up on that?” into a system where:

• High-value leads don’t rot in inboxes
• Routing mistakes get caught pre-send
• Everyone knows exactly who’s approving what

And because it’s all Zapier-based, you’re not waiting on IT to make changes. Marketing can tweak approval rules as campaigns evolve. Sales ops can adjust thresholds as territories shift. No code, no drama.

Your Move

If you’re using Magnetly (or thinking about it), pairing it with ApproveThis isn’t about adding bureaucracy – it’s about removing the human bottlenecks that make you lose deals to faster competitors. The setup takes an afternoon. The payoff? Knowing that every lead from your micro-tools actually gets handled like the opportunity it is.

Next steps: Get started with ApproveThis, or if you prefer someone else to connect the dots, book a 15-minute demo. Either way, stop letting decision paralysis cancel out your Magnetly efforts.