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involve.me Integration

ApproveThis manages your involve.me Integration approvals.

April 17, 2025

Integration Category: Forms

Let’s cut to the chase: If your team uses involve.me for lead gen, surveys, or client onboarding, you’re already collecting data that needs decisions. But chasing down approvals via email chains or Slack? That’s where things get messy. Enter ApproveThis – the approval automation sidekick you didn’t know you needed. Connect them through Zapier, and suddenly those "Hey, can someone sign off on this?" moments turn into automated workflows that even your busiest approvers can’t ignore.

Why This Combo Works (When Other Tools Just Add Noise)

involve.me excels at grabbing attention – quizzes, calculators, interactive forms. But what happens after someone clicks submit? If your answer involves manually forwarding PDFs to managers or CC’ing five people on an email, you’re leaving money (and sanity) on the table.

ApproveThis fixes the "what’s next" problem with:

  • Zero-license approvers: Clients or execs approve via email without needing involve.me logins
  • Escalation guardrails: Auto-approve small spends, flag big ones to the right person

Together, they turn involve.me’s "Hey, we got a lead!" into a controlled process where nothing slips through. No more lost requests. No more "I thought YOU were handling this."

Real-World Scenarios (Not Just Theory)

Let’s get specific. Here’s how mid-sized teams actually use this integration:

Marketing Teams: Kill Campaign Delays

Imagine a sales team using involve.me’s ROI calculators. Every qualified lead triggers a demo request. But if your sales ops needs VP approval before booking demos for enterprise deals? ApproveThis adds a checkpoint:

How it flows: involve.me submission → Zapier → ApproveThis request to sales VP. If approved → demo scheduled in CRM. If denied → automated email to sales rep.

Bonus: Use ApproveThis’s calculated fields to auto-approve leads under $50k potential deal size, only escalating bigger fish.

HR Teams: Onboarding That Doesn’t Micromanage

HR uses involve.me for new hire paperwork. But when someone requests a $2k training budget? That needs sign-off. Problem is, HRBP’s aren’t glued to involve.me dashboards.

Fix it: New hire submits involve.me form → Zapier pings ApproveThis → request routes to HRBP based on department. Approval triggers LMS access + budget allocation. All without HR playing middleman.

Procurement Teams: Stop Being the Approval Bottleneck

Department heads use involve.me forms for vendor requests. But without controls, you get $200k software requests buried in PDFs. ApproveThis adds thresholds:

Example: Any vendor request under $10k? Auto-approved. Over that? Routes to CFO + legal. involve.me collects the specs, ApproveThis enforces the rules.

Setup That Takes Minutes, Not Days

Here’s the blueprint:

  1. Zapier hook: Connect involve.me’s "New Completed Submission" trigger
  2. Map critical data: Pull involve.me responses into ApproveThis fields (e.g., budget amount, requestor email)
  3. Set approval rules: In ApproveThis, define who approves what based on submission data

Pro tip: Use ApproveThis’s vacation delegation from day one. Because nothing kills momentum like an approver being OOO without a backup.

Features You’ll Actually Use (No Bloat)

We’re not here to sell you features that collect dust. When connected to involve.me, these matter:

Email approvals: Approvers get a clean summary – no logins, no hunting for context. They click approve/reject, done.

Conditional routing: Send budget requests to finance, contract reviews to legal – all based on involve.me form answers.

Audit trails: When compliance asks "Why was this approved?" you have a timestamped chain, not vague Slack history.

Why This Isn’t Just Another Integration

Most app pairings just shuffle data. This one changes behavior:

For requestors: They stay in involve.me’s friendly interface – no learning ApproveThis.

For approvers: They spend seconds on approvals, not hours digging for context.

For you: Suddenly have data on where approvals get stuck. Is marketing waiting 3 days on legal? Now you can prove it.

Objections We Anticipate (And Shut Down)

"But our approvers hate new tools!"
Good – they don’t need one. Approvals happen via email. Only admins touch ApproveThis.

"We have simple forms, not complex approvals."
Then set everything to auto-approve. You’ll still have an audit log when compliance comes knocking.

Getting Started (Without Overcommitting)

Don’t boil the ocean. Pick one involve.me form that’s causing approval delays. Maybe:

  • Content calendar sign-offs
  • Contract amendments from clients
  • Employee expense pre-approvals

Connect that single form to ApproveThis via Zapier. See how it runs for two weeks. Then expand.

Bottom Line: Approval Friction Is Optional

involve.me catches leads. ApproveThis stops those leads from getting stuck in decision limbo. Together via Zapier, they’re how mid-sized companies finally scale processes without adding bureaucracy.

Ready to stop being the approval traffic cop? Register for ApproveThis or schedule a 15-minute demo. We’ll show how to connect your most painful involve.me workflow in real time.

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Integrate with involve.me Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for involve.me

Suggested workflows (and their Zapier components) for involve.me

Create ApproveThis requests for new completed involve.me submissions

Effortlessly manage your interactive content submissions by integrating approve.me with ApproveThis. This automation creates a new approval request in ApproveThis whenever a participant completes a submission in your involve.me funnel, ensuring timely response and efficient workflow management. *Note: Ensure your Approval Workflow is configured to handle new submission data.*

Zapier Components

involve.me Logo

Trigger

New Completed Submission

Triggers when a participant completes a submission in your funnel.

Action

Create Request

Creates a new request, probably with input from previous steps.