ApproveThis manages your Flyte Integration approvals.

Two Platforms, One Competitive Edge

When customer experience determines who wins in business, teams need every advantage they can get. Flyte gives you the tools to manage customer relationships and campaigns – but what happens when decisions stall progress? That's where ApproveThis steps in. Together, these platforms turn collaborative decision-making from a bottleneck into a catalyst.

ApproveThis adds structured approval workflows to Flyte's customer management capabilities. This combination is particularly powerful for businesses balancing rapid growth with compliance requirements, or teams collaborating across departments (or even companies) where multiple stakeholders need visibility.

Why This Integration Changes the Game

Flyte excels at centralizing customer data and campaign execution. ApproveThis brings governance to that process without slowing it down. Consider these real-world impacts:

For marketing agencies: Client campaign proposals in Flyte can trigger automatic approval workflows for legal/compliance review via ApproveThis – cutting approval cycles from days to hours.

For franchise operations: New location setup in Flyte requires corporate approval of local marketing plans. ApproveThis ensures brand consistency while letting field teams move fast.

Key technical advantage: ApproveThis approvers don't need Flyte licenses. External partners or executives can review/approve directly via email without accessing your CRM – maintaining security while reducing software costs.

Four Ways to Automate Customer Operations

1. Customer Onboarding with Built-In Compliance Checks

When a sales team adds a high-value prospect in Flyte, automatic approval requests ensure:

• Credit checks for payment terms
• Legal review of custom contracts
• Executive sign-off on special pricing

Example: A commercial HVAC company uses this workflow to ensure technicians aren't dispatched until clients pass credit verification and service agreements are approved by legal.

2. Location-Based Campaign Governance

Multi-location businesses using Flyte's location management can:

• Require regional manager approval for local promotions
• Auto-route co-op marketing fund requests
• Validate compliance with brand guidelines

Example: A retail chain automatically escalates any location-specific campaign exceeding $5,000 to district managers using ApproveThis' approval thresholds.

3. Feedback-Driven Campaign Adjustments

When negative customer feedback in Flyte triggers a campaign pause:

1. ApproveThis routes resolution plans to relevant teams
2. Collects approvals from customer success and product
3. Automatically reactivates campaigns when criteria are met

4. Cross-Team Collaboration at Scale

A consumer goods company uses both platforms to:

- Route new product launch campaigns from Flyte through legal, compliance, and executive teams via ApproveThis
- Use calculated fields to auto-approve minor copy changes
- Escalate budget increases over 15% to CFO

Implementation Made Simple

Setting up the integration takes three steps in Zapier:

Step 1: Connect Flyte as your trigger app (new customer, location, or campaign)
Step 2: Map critical data points to ApproveThis fields (dollar amounts, location IDs)
Step 3: Configure approval rules – thresholds, approver groups, escalation paths

Pro Tip: Use ApproveThis' calculated fields to auto-approve routine requests while flagging exceptions for human review.

Department-Specific Benefits

Sales Teams

Close deals faster by embedding approval workflows into Flyte's customer records:

- Auto-approve discounts under 10%
- Route larger deals to sales directors
- Attach approved contract templates directly to Flyte profiles

Marketing Operations

Maintain campaign velocity without compromising oversight:

- Approve vendor invoices against Flyte campaign budgets
- Validate customer segmentation rules before launch
- Automate FTC compliance checks for user-generated content

Customer Success

Prevent churn through coordinated approvals:

- Escalate at-risk accounts from Flyte to VP-level review
- Approve custom onboarding plans in context of usage data
- Automate NPS follow-up actions based on approval status

Beyond Basic Approvals

While many teams start with simple yes/no workflows, advanced users leverage:

Vacation Delegation: Keep Flyte campaigns moving by automatically reassigning approvers during PTO
Conditional Routing: Send retail location approvals to regional managers, enterprise deals to CRO
Real-Time Analytics: Track approval bottlenecks impacting Flyte campaign performance

Common Pitfalls to Avoid

Do:
- Use Flyte's custom fields to pre-populate approval requests
- Set escalation rules for unresponsive approvers
- Sync approval statuses back to Flyte customer records

Don't:
- Create separate approval processes for similar request types
- Overlook email-based approvals for external partners
- Forget to audit approval rules quarterly

The Bottom Line

Flyte users who implement ApproveThis typically see:

- 40-65% faster approval cycles for campaigns/customers
- 30% reduction in compliance errors
- 80%+ adoption from external approvers

These aren't hypothetical numbers – they reflect the operational reality when you remove approval bottlenecks from customer-facing processes.

Getting Started

Ready to transform how your team manages customer-related approvals?

1. Create your ApproveThis account
2. Connect to Flyte via Zapier in <15 minutes
3. Start with one high-impact workflow (new customer approvals work well)

For complex use cases or enterprise deployments, schedule a custom demo to see advanced features in action.