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PlayFilm Integration

ApproveThis manages your PlayFilm Integration approvals.

April 17, 2025

Integration Category: Video

When Video Meets Paperwork

Let's be real - video content creation and approval processes mix like oil and water. Marketing teams live in the creative chaos of PlayFilm's video tests and lead captures, while finance and ops teams need structured approval workflows. That's where connecting PlayFilm and ApproveThis through Zapier turns this messy reality into something that actually works.

We're talking about turning video submission forms into automatically routed approval requests. About confirming lead quality before sales teams waste time chasing dead ends. And doing it all without making creatives learn another tool or forcing approvers to sit through 45-minute demo videos.

What This Combo Actually Does

PlayFilm handles the sexy part - capturing leads through interactive video experiences. ApproveThis handles the adulting - making sure the right people sign off on budgets, content, and lead handoffs. Together through Zapier, they:

  • Auto-create approval requests from video form submissions
  • Verify lead quality before passing to sales

The magic happens in the handoff. Marketing gets their video tools, approvers get simple email approvals, and everyone stays out of each other's hair. Plus, approvers don't need PlayFilm licenses - crucial when working with external clients or budget holders who shouldn't have access to your marketing tools.

Real-World Scenarios That Don't Suck

1. Video Campaign Approvals That Don't Require Therapy

Media agencies know this pain: Client submits video concept → 17 email threads → Missed deadline → Relationship tension. Here's the fix:

When a client submits their video brief in PlayFilm, ApproveThis automatically:

  • Routes to creative director for concept approval
  • Simultaneously pings finance for budget check
  • Only triggers production when both greenlight

Actual result from a mid-sized agency: Reduced campaign kickoff time from 11 days to 38 hours. No couples counseling required.

2. Lead Handoffs That Don't Waste Sales Time

Here's how a SaaS company fixed their leaky lead pipeline:

PlayFilm captures video demo requests → ApproveThis checks lead score and sales capacity → Only approved leads hit Salesforce. Sales team stopped complaining about junk leads within 2 weeks.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting here. You'll create two main connections:

Connection 1: PlayFilm → ApproveThis

Trigger: New PlayFilm form submission
Action: Create ApproveThis request with video metadata

Pro tip: Use ApproveThis' calculated fields to auto-flag high-priority requests based on video engagement data.

Connection 2: ApproveThis → PlayFilm

Trigger: Approval completed in ApproveThis
Action: Update PlayFilm lead status

This is where you prevent sales from chasing unapproved leads. Set approval thresholds to auto-approve low-risk requests and only escalate ones needing human review.

Why This Beats Manual Processes

Let's get specific about team impacts:

For Marketing Teams

No more "Did you get my approval request?" Slack messages. Video submissions automatically become tracked requests with deadlines. Bonus: Use approval groups to simultaneously notify legal, finance, and client stakeholders without creating email chains.

For Sales Ops

Lead quality gates. Set ApproveThis thresholds to automatically reject video leads that don't meet BANT criteria. Approved leads get enriched data passed directly to your CRM.

For External Partners

Clients get professional video submission process without needing ApproveThis logins. Approval decisions happen via email - they'll think you upgraded your tech stack (you did).

Features You'll Actually Use

Beyond basic approvals, this combo lets you:

Auto-Escalate Stalled Requests

If a video edit approval sits too long, ApproveThis can either auto-approve (based on rules) or ping the CMO directly. No more production delays because someone forgot to check their email.

Smart Vacation Handling

Creative director out surfing? Approval requests automatically reroute to their deputy. Comes back to zero backlog because the team kept moving while they were offline.

Real-Time Visibility

Suddenly need to audit Q3 video approvals? The ApproveThis dashboard shows every PlayFilm submission's status, approvers, and decision history. CFOs love this part.

When Not to Use This Integration

We're not snake oil salesmen - here's where this setup doesn't make sense:

→ If all your video content is internal-only with no budget approvals needed
→ If you have single-approver processes with no compliance requirements
→ If you enjoy manually updating spreadsheets to track video projects

But if you're managing client content, regulated campaigns, or high-volume lead gen? This combo pays for itself in avoided headaches.

Getting Started Without the BS

Here's your no-fluff action plan:

  1. Map out 2-3 key video processes needing approvals (client content, lead handoffs, etc.)
  2. Identify who needs to approve each stage (keep it under 3 approvers per request)
  3. Set up your ApproveThis templates with conditional logic (e.g., budget over $5k auto-escalates)
  4. Connect to PlayFilm via Zapier using the triggers we discussed
  5. Test with real video submissions before full rollout

Total setup time? About 90 minutes if you focus. First automated approval? Priceless.

Time to Stop Losing Requests in Slack

Let's be clear - this isn't about flashy tech. It's about:

→ Clients not wondering if their video brief was received
→ Sales not wasting days on unvetted leads
→ Managers not playing approval detective

If you're tired of creative projects stuck in approval limbo, it's time to try ApproveThis. Pair it with PlayFilm through Zapier and you might actually hit those Q4 content deadlines for once.

Best part? Approvers don't need another login. Set it up by Friday and by next week, you could be approving video campaigns from your inbox while sipping something that definitely isn't lukewarm office coffee.

🥳

Integrate with PlayFilm 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.

Learn More

Best Approval Workflows for PlayFilm

Suggested workflows (and their Zapier components) for PlayFilm

Create approval requests for new form submissions

Automatically create new approval requests in ApproveThis when a form is submitted in PlayFilm. This integration streamlines your workflow by routing form submissions for approval, saving time on manual reviews. *Note: Ensure form fields align with the approval workflow requirements.*

Zapier Components

PlayFilm Logo

Trigger

New Form Submission

Triggers when a form from a specific project has been submitted.

Action

Create Request

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

Confirm contact submissions for new approval requests

Automatically confirm contact submissions in PlayFilm when a new approval request is initiated in ApproveThis. This integration ensures that every new approval process is linked to a verified contact entry, enhancing decision-making efficiency. *Note: Verify that contact data and approval data are properly mapped.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

PlayFilm Logo

Action

Confirm Contact Submission

Calls to an endpoint to confirm the correct lead submission.