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RollWorks Integration

ApproveThis manages your RollWorks Integration approvals.

April 17, 2025

Integration Category: Drip Emails

Two Platforms, One Growth Engine

When B2B marketers use RollWorks, they're playing the long game - nurturing leads through targeted campaigns and precise audience segmentation. But what happens when those nurtured leads need immediate action? That's where ApproveThis changes the playbook. By connecting RollWorks' automated lead engagement with ApproveThis' decision-making infrastructure, companies turn marketing efficiency into operational velocity.

Why This Integration Matters

RollWorks excels at identifying and nurturing potential clients, while ApproveThis specializes in converting that potential into action through structured approvals. Together, they create a closed-loop system where:

  • Lead behavior triggers immediate internal processes
  • Approval decisions automatically update marketing workflows

This integration solves a critical gap in B2B marketing: the handoff between lead engagement and internal decision-making. Marketing teams no longer need to chase approvals through email chains, while sales teams receive pre-qualified leads that have already passed internal checks.

Real-World Applications

1. Instant Qualification for Hot Leads

When a lead clicks a pricing page link in a RollWorks email campaign, ApproveThis can automatically:

Example: A cybersecurity firm uses this integration to route demo requests through compliance approval before scheduling sales calls. Their legal team reviews requests via email (no RollWorks license needed) while sales receives pre-approved leads 58% faster.

2. Approval-Driven Nurturing Sequences

New approval requests in ApproveThis can trigger custom RollWorks sequences tailored to decision-stage leads. A medical device company uses this to:

- Send FDA compliance documentation
- Schedule technical deep-dive webinars
- Provide executive-level ROI calculators

3. Closing the Feedback Loop

When approvals get denied, RollWorks automatically moves leads into education-focused nurture tracks. A SaaS company reduced sales team frustration by 40% using this approach, ensuring only viable leads reach their pipeline.

Technical Setup Made Simple

Connecting the platforms takes about 15 minutes through Zapier:

1. Create Zapier triggers for RollWorks lead events
2. Map lead data to ApproveThis request templates
3. Configure approval thresholds based on lead score
4. Set up RollWorks automation rules for approval outcomes

Key advantage: Approvers only need email access - no additional software licenses required for external partners or client stakeholders.

Team-Specific Benefits

Marketing Operations

ApproveThis' calculated fields let teams auto-approve leads below specific risk thresholds while flagging high-value prospects for manual review. This balances automation with human oversight.

Sales Leadership

Real-time approval tracking in ApproveThis dashboards shows where deals get stuck in internal processes. One manufacturing client reduced proposal approval time from 9 days to 14 hours using this visibility.

Client-Facing Teams

Use ApproveThis' vacation delegation feature to ensure partner approvals never stall campaigns. When a client's decision-maker is OOO, requests automatically route to their deputy without RollWorks access changes.

Beyond Basic Automation

While simple triggers cover most needs, advanced users can leverage:

Conditional Routing: Route approvals to different teams based on RollWorks lead score thresholds
Time-Based Escalation: Auto-approve stagnant requests after SLA windows expire
Multi-Language Support: Global teams can review requests in their native language via email

The Competitive Edge

Companies using both platforms report:
- 27% faster lead-to-approval cycle times
- 63% reduction in compliance errors
- 18% higher sales win rates on approved leads

These improvements stem from eliminating manual data entry between systems and creating accountability through audit trails.

Getting Started

To implement this integration:

1. Register for ApproveThis (free 14-day trial)
2. Connect your RollWorks account via Zapier
3. Clone pre-built templates from ApproveThis' integration library
4. Train teams on new workflow protocols

For complex implementations, request a custom demo showing how approval thresholds and lead scoring can align with your compliance requirements.

The Future of Approval-Driven Marketing

As account-based marketing grows more sophisticated, the ability to tie lead engagement directly to operational workflows becomes critical. This integration doesn't just save time - it creates an organizational muscle memory where marketing activity and business decisions constantly inform each other.

Early adopters are already exploring advanced applications like:
- Approval-based budget allocation for ABM campaigns
- Contract compliance checks triggered by lead engagement
- Automated RFP generation upon final approval

The partnership between ApproveThis and RollWorks represents more than integration - it's a new operational paradigm for data-driven companies.

🥳

Integrate with RollWorks 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 RollWorks

Suggested workflows (and their Zapier components) for RollWorks

Create approval requests for new email clicks

When a lead clicks an email link in RollWorks, the automation creates an approval request in ApproveThis. This integration ensures that only qualified leads progress to the sales pipeline. *Note: Map lead details to the approval request accurately.*

Zapier Components

RollWorks Logo

Trigger

Email Clicked

Triggered when a lead clicks a link in an email.

Action

Create Request

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

Move leads to sequence for new approval requests

When an approval request is initiated in ApproveThis, the integration moves the corresponding lead into a targeted sequence in RollWorks. This helps streamline follow-up processes and improves engagement efficiency. *Note: Ensure lead identifiers are synchronized between apps.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

RollWorks Logo

Action

Move to Sequence

Move a lead to a specific sequence.

Stop nurturing leads after approval decisions

Once an approval decision is made in ApproveThis, this automation stops nurturing the lead in RollWorks. This prevents redundant follow-ups and focuses resources on approved prospects. *Note: Verify that decision statuses match lead records.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

RollWorks Logo

Action

Stop Nurturing

Stop nurturing a lead with drip emails.