ApproveThis manages your WP Popups Integration approvals.

Two Tools, One Goal: Smarter Decisions

WP Popups gives your WordPress site the power to capture leads through targeted popups. ApproveThis gives your team the power to make fast, organized decisions. When connected through Zapier, these platforms create a system where lead generation meets decisive action – without manual handoffs.

Why This Integration Matters

Marketing teams often struggle with two problems: collecting quality leads and acting on them quickly. WP Popups solves the first challenge with customizable forms, while ApproveThis solves the second with structured approvals. Together, they ensure that every lead submission triggers the right business process automatically.

Key Benefits Across Teams

Marketing Teams: Turn form submissions into approved follow-up actions within minutes instead of days. A travel agency could auto-route discount requests from popups to managers for instant coupon approvals.

Operations Teams: Maintain control without bottlenecks. An e-commerce company might auto-flag high-value partnership inquiries from popups for CFO review using approval thresholds.

Client-Facing Teams: Involve external stakeholders securely. A marketing agency could send client campaign proposals collected via popups to external brand managers for feedback – no extra WP Popups licenses needed for approvers.

Real-World Use Cases That Deliver Results

1. Instant Lead Qualification

A B2B software company uses a "Request Demo" popup. Each submission creates an ApproveThis request that routes to: 1) Sales rep for initial contact, 2) Technical lead for solution fit analysis. The approval workflow ensures only qualified leads reach the sales team.

2. Automated Content Approval

A media publisher collects guest post ideas through WP Popups. Submissions auto-create requests in ApproveThis that route to editors based on content category (tech, finance, lifestyle). Editors use email approvals to greenlight pieces without logging into WordPress.

3. Regulated Industry Compliance

A financial services firm uses popups for webinar sign-ups. Approval workflows automatically check if registrants are existing clients (using calculated fields) and route non-client sign-ups for compliance review before adding to marketing lists.

Technical Setup Made Simple

Connecting WP Popups to ApproveThis takes three steps in Zapier:

1. Choose WP Popups "New Entry" as your trigger
2. Map form fields to ApproveThis request details
3. Set approval rules (thresholds, approvers, escalation paths)

Approval logic can leverage WP Popups data dynamically. Example: If a "Budget" field exceeds $10K in a service inquiry popup, ApproveThis can auto-route to senior management using conditional thresholds.

Critical Configuration Tips

• Use Zapier's Formatter to transform dates/numbers from popup entries into ApproveThis-friendly formats
• Enable vacation delegation in ApproveThis to prevent holiday delays
• Set up parallel approvals for time-sensitive marketing requests

Features That Make the Difference

While the basic integration handles routing, these ApproveThis capabilities add real business value:

Calculated Fields: Automatically prioritize requests based on popup data. A car dealership could score trade-in offers from popups using year/mileage/make, routing high-value offers to senior sales staff.

Approval Groups: Manage complex hierarchies. Enterprise companies might require regional marketing director + legal team sign-off on contest entries collected via popups.

Real-Time Tracking: Monitor approval status of high-priority leads directly in ApproveThis dashboard or through automated Slack updates.

Solving Team-Specific Challenges

For Marketing Operations

Eliminate spreadsheet tracking for campaign approvals. When a new product launch popup is submitted, ApproveThis automatically: 1) Checks budget against department limits 2) Routes design proofs to creative team 3) Sends final asset package upon approval

For Compliance Teams

Maintain audit trails automatically. Every approval/rejection of a popup-collected request is logged with timestamps and comments – crucial for regulated industries like healthcare or finance.

For External Collaborations

Agencies can set up client-specific approval chains without sharing WordPress access. Client stakeholders receive email approvals containing only relevant details from the original popup submission.

When Manual Processes Break Down

Consider a university using WP Popups for event registrations. Without automation: 1) Staff checks email for new submissions 2) Forwards to department heads 3) Tracks replies in spreadsheets. With ApproveThis integration: 1) Requests auto-route based on event type 2) Approvers get mobile-friendly emails 3) Status updates sync to the events CRM automatically.

Beyond Basic Integrations

Advanced users combine this integration with other Zapier connections. Example: 1) WP Popup submission starts ApproveThis workflow 2) Upon approval, create HubSpot deal 3) If denied, send Mailchimp nurture sequence. This creates closed-loop lead management without custom coding.

Getting Started Guide

1. Create your ApproveThis account
2. Install WP Popups on WordPress
3. Build your first Zap:
  - Trigger: WP Popups New Entry
  - Action: ApproveThis Create Request
4. Test with different approval scenarios
5. Train approvers using email-based decision making

The Bottom Line

Combining WP Popups with ApproveThis isn't about adding more tools – it's about removing barriers between capturing opportunities and acting on them. For teams that handle high volumes of submissions requiring reviews (RFQs, content pitches, event registrations), this integration cuts approval cycle times by 60-80% based on typical implementations.

Ready to automate your decision workflow? Start with a live demo or free trial to see how approval automation can transform your WP Popups processes.