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M2p Integration

ApproveThis manages your M2p Integration approvals.

April 17, 2025

Integration Category: App Builder

When Conversations Need Green Lights

Modern businesses face a critical challenge: moving fast without breaking things. For teams using M2p's customer messaging platform, this often means balancing rapid response times with necessary oversight. Enter ApproveThis - the missing link that brings controlled velocity to your customer communications. By connecting these two platforms through Zapier, organizations gain the power to automate approval workflows while maintaining compliance and brand consistency.

Why This Integration Changes the Game

M2p excels at managing high-volume customer interactions across multiple channels, while ApproveThis specializes in structured decision-making processes. Together, they create closed-loop automation where:

  • Critical messages get reviewed before sending
  • Approval decisions automatically trigger next steps

Consider a healthcare provider using M2p for patient communications. Their compliance team can review proposed messages in ApproveThis without needing direct access to the messaging platform, maintaining HIPAA compliance while accelerating response times.

Real-World Workflows That Deliver Results

1. Message Approval at Scale

Marketing agencies managing multiple client accounts through M2p use this integration to:

- Automatically route draft campaigns for client approval
- Track revision requests in real-time
- Maintain audit trails for compliance reporting

ApproveThis' calculated fields automatically flag campaigns exceeding budget thresholds, while vacation delegation ensures client vacations don't create bottlenecks.

2. Instant Decision Notifications

When an ApproveThis decision triggers M2p messages:
Procurement teams get instant SMS alerts about approved vendor contracts
Sales managers receive Slack notifications when discount requests get approved
Customer service leads are automatically CC'd on escalated case resolutions

This bi-directional sync eliminates manual status updates while keeping distributed teams aligned.

Technical Setup Made Simple

Connecting M2p and ApproveThis takes under 15 minutes:

1. Create a Zapier account if you don't have one
2. Choose M2p as your trigger app ("Trigger Node" event)
3. Select ApproveThis as your action app ("Create Request")
4. Map critical data fields between platforms
5. Test with real-world scenarios

Pro Tip: Use ApproveThis' calculated fields to auto-approve routine messages below specific risk thresholds, reserving human review for high-impact communications.

Cross-Functional Benefits

For Customer-Facing Teams

Sales and support teams gain confidence knowing their proposed responses meet compliance standards, while reducing wait times for internal approvals. A retail company using this integration cut response times by 68% while decreasing compliance incidents.

For Legal & Compliance

Legal teams appreciate the audit trail showing who approved specific messages and when. Approval thresholds automatically escalate high-risk communications, like those containing contractual terms or medical information.

For Finance & Operations

Automated approval chains prevent unauthorized spending commitments. A manufacturing client automated their vendor communication approvals, reducing procurement errors by 42% annually.

The Hidden Advantage: External Collaboration

Unlike many approval systems, ApproveThis doesn't require external approvers to have M2p licenses. Clients, partners, or regulatory bodies can review and approve messages directly via email while maintaining full separation from your internal systems. A marketing firm uses this feature to get client sign-offs on campaign messaging without sharing platform access.

Beyond Basic Approvals

While the core integration handles message review workflows, combining these platforms unlocks advanced capabilities:

- Conditional Escalation: Automatically route unresolved customer issues to senior staff after 24 hours
- Multi-Language Support: Route translations for approval before sending localized responses
- Performance Analytics: Track approval cycle times against customer satisfaction metrics

Common Pitfalls to Avoid

While powerful, this integration works best when teams:
- Clearly define approval thresholds upfront
- Establish SLAs for response times
- Regularly review automated rules
A financial services client avoided regulatory issues by setting automatic expiration dates on approved messages containing time-sensitive offers.

The Future of Compliant Communication

As customer expectations for rapid responses collide with increasing regulatory complexity, the M2p-ApproveThis integration represents more than just workflow automation - it's a new paradigm for responsible business communication. Enterprises using this combination report 53% faster response times with 29% fewer compliance incidents according to internal metrics.

Getting Started

Ready to transform your customer messaging strategy?
1. Create your ApproveThis account
2. Connect via Zapier using your existing M2p credentials
3. Start with simple approval chains, then expand as confidence grows

For complex implementations, request a custom demo showing how to adapt these tools to your specific compliance requirements and customer communication policies.

🥳

Integrate with M2p 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 M2p

Suggested workflows (and their Zapier components) for M2p

Create approval requests for new trigger nodes

When a trigger node activates in M2p, this integration initiates an approval request in ApproveThis to streamline decision-making. *Note: Ensure that the mapped fields match between M2p and ApproveThis.*

Zapier Components

M2p Logo

Trigger

Trigger Node

Triggers when a trigger node in flow builder is invoked.

Action

Create Request

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

Send messages for request decisions

When an approval decision is made in ApproveThis, this integration triggers M2p to send messages notifying key stakeholders. *Note: Customize notification content based on approval outcomes.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

M2p Logo

Action

Send Message

Send a Message to anyone