ApproveThis manages your smashleads Integration approvals.

Why Approval Automation Matters for Lead Generation

Modern marketing teams face a critical challenge: capturing leads is only half the battle. The real work begins when you need to qualify prospects, route them to sales teams, and maintain momentum through timely decisions. This is where combining Smashleads' interactive lead generation capabilities with ApproveThis' structured approval system creates a competitive advantage.

Smashleads excels at converting anonymous visitors into potential customers through quizzes, assessments, and AI-driven engagement tools. But what happens after the lead form gets submitted? Many organizations lose precious hours (or days) manually reviewing leads, chasing down approvals, and coordinating between marketing and sales teams. ApproveThis eliminates these bottlenecks by adding intelligent approval automation directly into your lead management process.

How It Works: Approval Automation Through Zapier

The integration between ApproveThis and Smashleads uses Zapier to create bi-directional workflows that keep both platforms in sync. This means you can:

• Automatically create approval requests when new Smashleads leads meet specific criteria
• Trigger follow-up actions in Smashleads based on approval decisions

For example, a marketing agency could set up a Zap that sends all high-value leads from client campaigns through an approval workflow before passing them to sales teams. Approvers receive email notifications with lead details and can approve/deny requests directly from their inbox - no need to log into Smashleads or learn new software.

Three Ways to Accelerate Lead Management

1. Instant Lead Qualification

Use Case: When Smashleads captures a new lead, automatically create an approval request in ApproveThis with lead details and quiz responses. Sales managers review key qualification criteria (budget, timeline, authority) before the lead enters your CRM.

Real-World Impact: A digital agency reduced their lead-to-meeting time by 62% by automatically filtering out unqualified prospects before scheduling sales calls. Their sales team now focuses only on approved leads that match ideal customer profiles.

2. Client Approval Workflows

Use Case: Marketing agencies can configure separate approval chains for each client's Smashleads campaigns. When a lead comes in for Client A's quiz, it routes to their designated account manager for review before being added to the client's CRM.

Key Benefit: Approvers don't need Smashleads licenses - they interact solely through ApproveThis' email interface or dashboard. This simplifies collaboration when working with external clients or contractors.

3. Automated Lead Nurturing

Use Case: When leads get approved, trigger personalized email sequences in Smashleads based on their quiz responses. If denied, automatically add them to a re-engagement campaign.

Strategic Advantage: An e-commerce company uses approval thresholds to separate impulse buyers from serious prospects. High-intent leads receive immediate sales outreach, while others enter a 30-day nurturing workflow with targeted content.

Setup Guide: Approval Automation in 4 Steps

1. Connect Your Accounts
Create Zapier connections for both Smashleads and ApproveThis. This takes about 2 minutes per platform.

2. Choose Your Trigger
Select either "New Lead" (for all Smashleads submissions) or "New Agency Customer Lead" (for client-specific workflows).

3. Map Data Fields
Pull relevant lead data from Smashleads into your ApproveThis request template. Common fields include: - Lead score - Quiz responses - Contact information - Campaign source

4. Configure Approval Rules
Set up conditional logic in ApproveThis to: - Auto-approve leads meeting specific criteria - Route complex cases to multiple approvers - Add calculated fields for instant ROI estimates

Team-Specific Benefits

Marketing Teams

Eliminate manual lead handoffs between campaign tools and approval systems. Use real-time approval metrics to optimize Smashleads quizzes - if certain answer combinations consistently get denied, update your qualification criteria.

Sales Operations

Reduce CRM clutter by only importing approved leads. Configure ApproveThis to automatically enrich Smashleads data with account research before sending to sales reps.

Agency Account Managers

Maintain client-specific approval processes without complex Smashleads configurations. Use approval groups to include client stakeholders in decision-making while keeping internal reviews separate.

Executive Leadership

Gain visibility into lead conversion rates at each approval stage. Use ApproveThis' dashboard to track how many approved leads convert to opportunities versus those that bypassed the approval process.

Advanced Automation Features

Combine ApproveThis' deeper capabilities with Smashleads to create sophisticated workflows:

Approval Thresholds: Auto-approve leads with scores above 85% or deal sizes under $5K. Only escalate exceptions for manual review.

Dynamic Routing: Send enterprise leads to senior account executives while routing SMB prospects to inside sales teams based on approval parameters.

Vacation Coverage: Prevent approval delays by automatically reassigning requests when key stakeholders are OOO. Approval chains continue uninterrupted.

Compliance Audits: Maintain complete records of who approved each lead and why. Export approval logs alongside Smashleads campaign data for compliance reporting.

Getting Started

To implement these workflows:

1. Create your ApproveThis account (free 14-day trial available)
2. Connect both platforms through Zapier using the triggers and actions outlined above
3. Start with one high-impact workflow (e.g., client lead approvals) before expanding to other use cases

For teams managing multiple Smashleads client accounts, consider setting up separate approval templates in ApproveThis for each client or campaign type. This maintains distinct processes while using a single automation platform.

Final Recommendations

Start by automating approvals for your highest-volume lead sources. Measure the time saved versus manual processes during your first 30 days. Most teams see:

• 40-70% reduction in lead response time
• 30%+ increase in sales-ready leads
• 50% fewer approval-related Slack/email threads

Remember that ApproveThis scales with your needs - you can start simple (email approvals for 2 team members) and evolve to multi-stage workflows with conditional logic as processes mature.

Ready to transform how you handle lead approvals? Schedule a personalized demo or start your free trial to begin automating Smashleads workflows today.