ApproveThis manages your Tappp Integration approvals.

Two Platforms, One Goal: Smarter Workflows

Modern businesses run on decisions. Whether it’s vetting a new client, approving a budget, or greenlighting a campaign, delays in approvals create bottlenecks that cost time and money. ApproveThis and Tappp tackle this challenge from complementary angles. Tappp simplifies contact management by organizing prospect interactions, while ApproveThis automates the decision-making processes that often follow those interactions. Together, they create a seamless pipeline where contacts are not just stored but actively moved toward productive outcomes.

Imagine a sales team adding a high-value lead to Tappp. Without automation, someone would need to manually notify managers to review the contact, chase down approvals via email, and update systems once a decision is made. With ApproveThis integrated via Zapier, this entire chain becomes automatic. The moment a contact is added, an approval request fires off, stakeholders review details in seconds, and the next action—whether it’s outreach or further research—happens without delay. This isn’t just efficiency; it’s a competitive edge.

Why This Integration Works

Tappp excels at capturing and organizing contact data, but its real power unlocks when paired with ApproveThis’s structured approval logic. For example, a marketing agency using Tappp to manage client prospects could automate approval chains for onboarding new accounts. When a sales rep adds a contact, ApproveThis triggers a customized workflow: first, the account manager reviews the lead’s potential, then finance checks budget alignment, and finally, legal approves contract terms. Each step happens in sequence, with reminders and escalations built in.

No More License Headaches

One major advantage? Approvers don’t need a Tappp license. External partners, clients, or executives can review requests directly via email or ApproveThis’s dashboard. This eliminates the friction of onboarding external users into Tappp and keeps costs predictable. A manufacturing company, for instance, could let suppliers approve purchase orders through ApproveThis without granting them access to internal Tappp data.

Real-World Use Cases

Use Case: High-Velocity Sales Teams

Consider a SaaS company using Tappp to track inbound demo requests. Every new contact could require approval from sales leadership to ensure leads meet ideal customer criteria. With ApproveThis, the moment a contact lands in Tappp, a request is routed to the sales director. If approved, the lead is automatically assigned to an account executive in the CRM. If denied, it’s tagged for nurturing campaigns. Approval thresholds let junior managers auto-approve smaller deals while escalating larger ones, speeding up cycles.

Use Case: Regulated Industries

In healthcare or finance, compliance is non-negotiable. A financial advisor adding a new client in Tappp might need dual approvals: one from compliance to verify regulations and another from senior management to confirm risk thresholds. ApproveThis enforces these checks with sequential workflows, ensuring no step is skipped. Calculated fields can automatically flag high-risk profiles based on Tappp data, triggering additional reviews.

Benefits Across Teams

Sales: Close Deals Faster

Sales teams waste hours chasing internal sign-offs. By automating approvals for discounts, custom proposals, or contract terms, reps stay focused on selling. If a rep in Tappp notes a client requests a 20% discount, ApproveThis can route the request to the CFO, using conditional logic to require CEO approval for discounts over 25%. Real-time tracking lets reps see exactly where a request stands, reducing follow-up emails.

Marketing: Protect Brand Consistency

When marketing adds a new partner or influencer to Tappp, ApproveThis ensures alignment with brand guidelines. A approval workflow might require creative directors to approve partnership terms and legal to sign off on usage rights. Vacation delegation prevents delays—if the creative director is out, requests automatically reroute to their deputy.

Operations: Streamline Procurement

Operations teams using Tappp to manage vendor contacts can automate purchase approvals. When a new vendor is added, ApproveThis triggers a workflow where procurement verifies credentials, finance checks budget, and department heads confirm need. Approval groups allow consensus-based decisions for high-cost items, while thresholds auto-approve routine orders under $500.

Setting It Up

Connecting Tappp and ApproveThis takes minutes via Zapier. Here’s how:

1. Create a Zap: Start a new Zap in your Zapier account.
2. Choose Tappp as the Trigger: Select “New Drop Contact” as the event.
3. Set Up ApproveThis as the Action: Pick “Create Request” and map Tappp contact fields (name, company, notes) to ApproveThis’s request form.
4. Test and Activate: Run a test to ensure contacts flow into ApproveThis, then publish the Zap.

Pro Tip: Use ApproveThis’s calculated fields to auto-score contacts based on Tappp data. For example, a lead’s company size + industry could generate a priority score, routing high-priority leads to execs first.

Beyond Basic Approvals: Advanced Features

ApproveThis adds depth to Tappp with features like:

• Conditional Logic: Route contacts differently based on Tappp data. High-value leads go to senior managers; small businesses go to junior teams.
• Email-Based Actions: Approvers reply “Approve” or “Deny” directly from email, perfect for external partners.
• Audit Trails: Every decision is logged with timestamps and comments, critical for compliance audits.

The Bottom Line

ApproveThis and Tappp solve a universal problem: decision latency. By automating the path from contact entry to action, businesses reduce friction, accelerate processes, and maintain control. Whether you’re a sales leader tired of missed opportunities or an ops manager streamlining procurement, this integration turns contacts into outcomes.

Ready to transform how your team approves requests? Register for ApproveThis or schedule a demo to see it in action. For more on Tappp’s contact management tools, visit tappp.com.