ApproveThis manages your TruConversion Connect Integration approvals.

April 17, 2025

Integration Category: Analytics

Why Approval Automation Matters in Conversion-Driven Teams

Modern businesses using conversion rate optimization tools like TruConversion face a critical challenge: moving fast without breaking processes. Every heatmap analysis, survey response, or funnel drop-off point represents potential action - but acting on these insights often requires cross-team coordination. Manual approval processes create bottlenecks that delay campaigns, client reporting, and budget decisions. This is where combining TruConversion's analytics power with ApproveThis' structured approval automation creates measurable competitive advantage.

Strategic Synergy: Data Meets Decision-Making

TruConversion provides the what - concrete insights about user behavior through session recordings, heatmaps, and conversion funnels. ApproveThis adds the how - ensuring teams act on these insights with proper governance. Together, they create closed-loop optimization where:

Data-driven decisions follow compliant processes
Cross-functional teams move in alignment
Client-facing agencies maintain oversight without micromanaging

Real-World Impact Across Industries

Consider a digital marketing agency using TruConversion for client websites. When session recordings reveal checkout page friction, they might propose design changes requiring client approval. With ApproveThis integrated via Zapier:

TruConversion tags high-priority usability issues
ApproveThis automatically generates client approval requests
Clients review/approve directly via email
Approved changes trigger Jira tickets or design tasks

This workflow reduces change implementation time from 5 days to 12 hours for early adopters.

Core Integration Use Cases

1. High-Velocity Lead Qualification

For SaaS companies using TruConversion's microsurveys, new lead approvals become automated. When a visitor meeting enterprise criteria (e.g., "Company size >500 employees") completes a survey:

Workflow: TruConversion → ApproveThis → Salesforce
Benefit: Sales teams receive pre-approved hot leads while marketing maintains quality control.

2. Client-Driven Change Management

Digital agencies can embed approval gates directly into conversion optimization cycles. Heatmap-based redesign proposals automatically route to client stakeholders through ApproveThis' email-based approvals. Approvers don't need TruConversion logins - they simply review annotated screenshots attached to the approval request.

3. Compliance-Critical Updates

Financial institutions using TruConversion's form analytics can automate compliance reviews. Any form field modification triggering increased abandonment rates (e.g., adding SSN field) requires legal team approval via ApproveThis before deployment.

Technical Implementation Made Simple

Connecting TruConversion and ApproveThis via Zapier takes under 15 minutes:

Step-by-Step Configuration

1. Trigger Setup:
In Zapier, select TruConversion's "New Contact" or "Survey Response" trigger

2. Approval Logic:
Map critical data points to ApproveThis fields: - Contact value score
- Conversion funnel stage
- Survey responses

3. Approval Routing:
Configure ApproveThis to:
- Escalate high-value leads to sales directors
- Route client change requests to specific stakeholders
- Auto-approve low-risk submissions

Cross-Functional Team Benefits

Marketing Operations

Eliminate manual handoffs between conversion analysts and campaign managers. Approval thresholds automatically greenlight budget shifts for high-performing landing pages identified through TruConversion's funnel analytics.

Client Services

Agencies using both platforms report 40% faster client sign-offs on optimization recommendations. ApproveThis' vacation delegation ensures continuous momentum - if a client's primary contact is unavailable, requests automatically reroute to their deputy.

Product Teams

Combine TruConversion's session recordings with feature change approvals. When 70% of users abandon at a specific UI element, product managers can:
1. Propose design changes in Figma
2. Route for executive approval via ApproveThis
3. Auto-update Jira upon approval

Advanced Configuration Tips

Leverage ApproveThis' hidden strengths in your TruConversion workflows:

Dynamic Approval Paths

Set conditional rules where:
- Leads scoring >80 in TruConversion surveys bypass junior approvers
- High-risk form changes require dual legal/UX approvals

Real-Time Accountability

Use ApproveThis' audit trails to prove compliance when:
- Clients question optimization timing
- Regulators review website changes
- Internal teams debate priority decisions

Getting Started

To implement these strategies:

1. Activate Your Integration:
Start with our pre-built Zapier template connecting TruConversion and ApproveThis

2. Configure Approval Logic:
Set thresholds matching your risk profile:
- Auto-approve survey responses under $5k value
- Require dual signatures for enterprise lead reassignments

3. Train Stakeholders:
Conduct 30-minute workshops showing approvers how to:
- Review TruConversion data in approval emails
- Delegate decisions during PTO
- Request additional context

Ready to Transform Insights into Action?

Stop letting manual processes delay conversion optimization wins. See live examples of TruConversion + ApproveThis workflows in our weekly demo sessions.

Book Your Personalized Demo or Start Free Trial

Critical Differentiation Points

Unlike generic approval tools, this integration delivers specific advantages for conversion-focused teams:

Context-Aware Approvals

Approvers see TruConversion data in context - heatmap snapshots, survey excerpts, and funnel positions appear directly in approval requests.

License Efficiency

External clients or partners approve requests via email without needing TruConversion licenses - critical for agencies managing multiple client accounts.

Two-Way Sync

Approval decisions in ApproveThis can trigger TruConversion tagging updates, creating closed-loop tracking for auditable optimization cycles.

🥳

Integrate with TruConversion Connect 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 TruConversion Connect

Suggested workflows (and their Zapier components) for TruConversion Connect

Create approval requests for new TruConversion contacts

When a new contact is created in TruConversion Connect, this integration automatically creates an approval request in ApproveThis. It streamlines the contact verification process and reduces manual follow-up tasks. *Note: Make sure your ApproveThis workflow is configured to match your approval criteria.*

Zapier Components

Trigger

TC Contacts

Triggers when new contact is created.

Action

Create Request

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