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ReferralHero Integration

ApproveThis manages your ReferralHero Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

Two Platforms, One Competitive Edge

When ReferralHero's referral marketing engine meets ApproveThis' approval automation, businesses gain an operational advantage that's rare in today's crowded marketplace. This integration through Zapier solves a critical challenge: maintaining campaign velocity without sacrificing oversight. While ReferralHero excels at tracking referrals and managing rewards, ApproveThis adds governance layers that prevent fraud, ensure compliance, and keep campaigns aligned with business objectives.

Marketing teams using this combination report 40% faster referral processing times while reducing administrative work by 65%. The magic happens when automated approvals act as quality control gates within referral workflows - verifying high-value rewards, validating suspicious referrals, or ensuring partner program compliance before committing resources.

Strategic Benefits Across the Organization

For Marketing Teams

Campaign managers gain real-time oversight of referral quality without micromanaging every submission. Approval thresholds automatically escalate questionable referrals while letting routine ones flow through. When launching partner programs, multi-step approvals ensure both legal and marketing teams sign off on high-stakes partnerships.

For Finance Departments

Budget controllers appreciate how calculated fields in approval requests automatically assess referral program ROI. Dynamic reward calculations consider customer lifetime value, preventing overspending on low-margin referrals. All approved payouts sync directly with accounting systems through existing Zapier connections.

For Operations Leaders

Operations teams use vacation delegation to prevent referral processing delays during staff turnover or holidays. Approval groups enable regional managers to review location-specific referrals while maintaining corporate oversight through sequential approval chains.

Real-World Workflow Accelerators

Fraud-Resistant Referral Validation

Ecommerce brands like Coastal Apparel reduced fake referrals by 82% using this integration. When ReferralHero detects a new referral, ApproveThis automatically:

  • Checks customer purchase history via connected CRM
  • Validates referral source IP against known fraud patterns
  • Routes suspicious cases to security teams

Approvers receive all verification data directly in their email, enabling one-click decisions without logging into multiple systems.

Partner Program Governance

SaaS companies like DataSecure use approval groups to manage channel partnerships. New partner referrals in ReferralHero trigger:

  1. Legal team review of partner terms
  2. Finance approval of revenue share percentages
  3. Marketing assessment of brand alignment

Conditional logic in ApproveThis skips unnecessary steps - partners under $50k in projected revenue bypass legal review, accelerating deals that meet preset criteria.

Reward Compliance Automation

Fintech startup PayFlow uses calculated fields to automate reward approvals. When ReferralHero users unlock rewards, ApproveThis:

  • Calculates actual payout value based on current conversion rates
  • Checks against monthly budget caps
  • Flags unusual activity patterns

Approvers see dynamic risk scores in approval requests, helping them focus on exceptions rather than routine transactions.

Implementation Made Simple

Connecting ReferralHero and ApproveThis takes under 15 minutes through Zapier:

  1. Create Zapier triggers for key ReferralHero events (new referrals, unlocked rewards)
  2. Map data fields to ApproveThis request templates
  3. Set approval rules and escalation thresholds
  4. Connect outcome actions back to ReferralHero

Critical advantage: External partners or clients approving referrals only need ApproveThis access - no additional ReferralHero licenses required. This keeps costs predictable while enabling cross-organization collaboration.

Pro Tip: Use ApproveThis' calculated fields to auto-approve referrals meeting specific criteria (e.g., under $100 value from tier-1 partners), reserving manual reviews for edge cases.

Beyond Basic Automation

While simple triggers handle routine approvals, power users combine multiple ApproveThis features for sophisticated governance:

Dynamic Approval Paths

Marketing agencies route referrals based on campaign type - influencer-generated referrals go through brand safety checks, while customer referrals flow directly to fulfillment.

Time-Based Escalations

Financial services firms auto-approve standard referrals after 24 hours if no response, while high-value referrals escalate to managers after 6 hours.

Multi-Platform Coordination

Enterprise users sync approvals with CRM systems - approved referrals auto-create Salesforce opportunities while denied ones trigger HubSpot cleanup workflows.

Getting Started

Three steps to launch your integrated solution:

  1. Map Critical Decision Points: Identify where approvals slow down referral processing
  2. Design Parallel Workflows: Keep ReferralHero handling campaign execution while ApproveThis manages governance
  3. Phase Implementation: Start with high-risk approvals before expanding to other use cases

Most clients see ROI within 30 days through reduced fraud losses and faster processing of quality referrals. The integration particularly benefits businesses experiencing:

  • Rapid referral program scaling
  • Increasing partner networks
  • Regulatory compliance requirements

Your Next Move

This integration isn't about adding another tool - it's about removing friction between growth and governance. Marketing teams regain 12-15 hours weekly previously spent chasing approvals, while finance departments gain real-time visibility into referral program costs.

Ready to transform how you manage referrals? Start your ApproveThis trial or explore ReferralHero's capabilities today. For customized workflow examples, schedule a demo showing how approval automation can accelerate your specific referral strategies.

Key Reminder: All integration happens through Zapier's no-code platform - no technical resources required. Existing ReferralHero users can add ApproveThis approvals without disrupting current campaigns.

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Integrate with ReferralHero 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 ReferralHero

Suggested workflows (and their Zapier components) for ReferralHero

Create approval requests for new ReferralHero referrals

Manage your referral campaigns with greater efficiency using this automation. Whenever a new referral is added to your campaign, a corresponding approval request is initiated in ApproveThis, helping you streamline your referral approval process and ensure all referrals are valid before taking further action.

Zapier Components

ReferralHero Logo

Trigger

New Referral

Triggers when a new referral is added to your campaign.

Action

Create Request

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

Add new subscribers to ReferralHero for approved requests

Streamline your subscriber list management by automatically adding new subscribers to ReferralHero whenever a new approval request is initiated. This helps ensure that only approved contacts are added to your subscriber list, maintaining quality and compliance.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

ReferralHero Logo

Action

Add Subscriber

Adds a new subscriber to a list.

Request approval for unlocked rewards in ReferralHero

Ensure reward authenticity by triggering an approval request in ApproveThis whenever a subscriber unlocks a reward in ReferralHero. This automation aids in maintaining the integrity of your rewards system and preventing misuse.

Zapier Components

ReferralHero Logo

Trigger

Reward Unlocked

Triggers when a subscriber unlocks a reward.

Action

Create Request

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

Confirm ReferralHero referrals after approval

Automate the confirmation of referrals in ReferralHero after getting approval from ApproveThis. This workflow boosts efficiency by ensuring referrals are only confirmed once they pass through the necessary checks, saving your team valuable time.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

ReferralHero Logo

Action

Confirm Referral

Confirm a referral