ApproveThis manages your Cool Card Integration approvals.

Two Tools, One Goal: Better Decisions, Faster

ApproveThis and Cool Card solve different but complementary problems. Cool Card excels at capturing contacts from events and meetings, while ApproveThis specializes in turning those contacts into actionable opportunities through structured approvals. When connected via Zapier, these platforms create a closed-loop system for managing relationships – from initial handshake to formal business engagement.

Consider this scenario: Your sales team collects 500 leads at a trade show using Cool Card. Without automation, marketing managers might waste days manually vetting which contacts deserve follow-up. With the integration, every new Cool Card contact automatically triggers an approval workflow in ApproveThis. Decision-makers receive immediate email notifications, review key details in context, and approve/deny requests with one click. What used to take weeks now happens in real time.

Why This Integration Matters Now

In-person events have made a strong comeback, with 82% of B2B marketers prioritizing live experiences according to recent Bizzabo research. But more contacts don't equal better ROI – strategic follow-up does. The ApproveThis-Cool Card integration ensures organizations don't just collect business cards, but systematically act on them.

Three core benefits drive adoption:

• Contextual approvals: Approvers see complete contact profiles from Cool Card within ApproveThis requests
• Audit-ready compliance: Maintain permanent records of who approved which contacts and why

For enterprise teams, the vacation delegation feature prevents bottlenecks when key decision-makers are OOO. Marketing agencies love that external clients can approve contacts without needing Cool Card licenses. Startups benefit from approval thresholds that auto-approve contacts meeting specific criteria (like job title or company size).

Practical Applications Across Industries

Enterprise Event Management

Global conference organizers using Cool Card to manage attendee networking can set up tiered approvals in ApproveThis. For example:

1. First-line staff approve basic contact exports
2. Legal team reviews GDPR compliance
3. CMO signs off on high-value targets

Calculated fields automatically flag contacts from restricted industries, while real-time tracking lets leadership monitor approval rates across multiple concurrent events.

Pharma Compliance Teams

Medical device companies bound by Sunshine Act regulations use the integration to document HCP engagement approvals. When a sales rep adds a physician's Cool Card contact, ApproveThis:

- Routes to compliance officers based on preset thresholds ($ value of planned interactions)
- Stores approval certificates with timestamps
- Syncs approved contacts to CRM via Zapier

Technical Setup Made Simple

Connecting Cool Card to ApproveThis takes about 15 minutes through Zapier:

1. Create Zapier account (if new to automation)
2. Choose Cool Card as trigger app ("New Contact" event)
3. Select ApproveThis as action app ("Create Request")
4. Map Cool Card fields to ApproveThis template

Pro tip: Use ApproveThis' calculated fields to auto-populate urgency levels based on Cool Card tags. For instance, contacts tagged "VIP" in Cool Card could trigger immediate high-priority approvals.

Need help? Zapier's guided workflow builder offers step-by-step instructions, while ApproveThis provides pre-built templates for common Cool Card scenarios.

Department-Specific Advantages

Sales Teams: From Leads to Pipeline

Field reps collecting Cool Card contacts at conferences can trigger approval workflows that:

- Route to sales ops for CRM entry
- Escalate to executives for enterprise deals
- Auto-approve contacts matching ideal customer profiles

Marketing: Qualify Faster, Act Sooner

Event marketers using Cool Card eliminate manual data triage by setting up ApproveThis workflows that:

- Require budget confirmation before adding contacts to nurture campaigns
- Validate contact details against existing CRM duplicates
- Approve/deny access to gated content based on lead score

Operations: Scale Without Chaos

Growth-stage companies leverage the integration to maintain control during expansion. Approval groups ensure regional managers review local event contacts, while calculated fields automatically flag contacts requiring legal review based on geographic regulations.

The Hidden Cost Advantage

Many competitors require paid seats for all approval participants. ApproveThis breaks this model by letting external stakeholders approve Cool Card contacts without needing licenses for either platform. Partners, clients, or temporary contractors can review and decide via email – no login required.

A mid-sized logistics company saved $18,000 annually by using this feature for their carrier network approvals. Trucking partners receive Cool Card contact approval requests via email, click approve/reject, and automatically sync responses to the company's TMS – all without software access.

Beyond Basic Automation

While the core integration focuses on contact approvals, advanced users combine ApproveThis features with Cool Card data for sophisticated workflows:

Conditional follow-ups: If a contact is approved in ApproveThis, Zapier can trigger Cool Card to send personalized follow-up emails. Rejected contacts automatically route to a "Re-engagement" campaign.

Budget-aware approvals: Connect ApproveThis' calculated fields to your accounting software. When approving high-value Cool Card contacts, approvers see real-time remaining budget for client entertainment or partnership deals.

Common Setup Challenges Solved

Most integration issues stem from field mapping errors. Ensure Cool Card's "Job Title" field maps to ApproveThis' "Role" parameter if using role-based approvals. Testing is crucial – create test contacts in Cool Card with clear approval/rejection criteria to verify workflow logic.

For complex approval chains, start with parallel approvals before implementing sequential flows. ApproveThis lets you switch approval group types without rebuilding workflows, providing flexibility as processes mature.

Future-Proof Your Process

As Cool Card adds AI-powered contact insights, ApproveThis plans complementary features like predictive approval routing. Early adopters position themselves to leverage machine learning for dynamic approval thresholds based on historical patterns.

The integration already supports multi-language approvals – critical for global teams using Cool Card at international events. Approvers receive requests in their native language, with Cool Card contact details preserved in the original format.

Getting Started

Implementation requires:

1. Active Cool Card account (plans start at $29/month)
2. ApproveThis subscription (free trial available)
3. Zapier account (free tier supports basic workflows)

For complex requirements, ApproveThis offers white-glove onboarding including pre-built Cool Card approval templates and compliance checklists. Their team will configure calculated fields, approval thresholds, and escalation rules specific to your use case.

Ready to transform contact management? Start your ApproveThis trial or explore Cool Card's latest features today. For personalized guidance, book a 20-minute integration walkthrough with our automation experts.