ApproveThis manages your FunnelCockpit Integration approvals.

Why Combine ApproveThis with FunnelCockpit?

When marketing teams use FunnelCockpit to manage leads, campaigns, and customer journeys, they often hit a bottleneck: approvals. Whether it’s signing off on a new email campaign, greenlighting a discount offer, or validating high-value leads, manual approval processes slow momentum. ApproveThis removes that friction by adding structured, automated approval workflows directly into FunnelCockpit’s marketing automation engine.

Together, these platforms create a closed-loop system where marketing actions trigger approval requests, and approvals automatically update marketing workflows. For example, a form submission in FunnelCockpit can route to ApproveThis for compliance review, then push approved leads back into CRM campaigns—all without manual handoffs. Teams reduce errors, accelerate cycle times, and maintain full audit trails.

Key Integration Use Cases

1. Form Submission Approvals

When a prospect submits a high-intent form (e.g., a demo request or premium content download), FunnelCockpit captures their data. With ApproveThis integrated via Zapier, teams can automatically route these submissions for review before they enter sales pipelines.

Example: A B2B SaaS company uses this to filter out free tier signups from enterprise demo requests. Sales managers receive ApproveThis emails to approve or reject submissions based on lead score thresholds. Approved leads flow into FunnelCockpit’s CRM; others go to nurturing sequences.

ApproveThis features like calculated fields automatically flag submissions that meet revenue thresholds, while vacation delegation ensures no request stalls if a manager is out.

2. CRM Contact Synchronization

When sales teams initiate contract approvals or discount requests in ApproveThis, those approved decisions can automatically create or update contacts in FunnelCockpit. This keeps CRMs accurate without manual data entry.

Example: A retail company approves bulk orders through ApproveThis. Once approved, Zapier triggers FunnelCockpit to create CRM contacts for new buyers and tag them with order details. Marketing then targets them with post-purchase follow-ups.

3. Post-Approval Email Campaigns

Approved requests (e.g., event sponsorships or partnership agreements) can trigger FunnelCockpit to add contacts to specific email lists. This ensures only validated leads receive high-touch communications.

Example: A nonprofit uses ApproveThis to vet donor applications. Approved donors are added to a premium newsletter list in FunnelCockpit, while rejected applicants enter a general nurturing funnel.

Team-Specific Benefits

Marketing Teams

Marketers gain control over campaign launches and lead handoffs. For instance, approving landing page copy changes or VIP promo codes becomes a seamless step within FunnelCockpit workflows. Since ApproveThis approvers don’t need FunnelCockpit licenses, external legal or compliance partners can review assets directly via email.

Sales Teams

Sales reps close deals faster by embedding contract or discount approvals into FunnelCockpit’s CRM. A rep can trigger an approval request from a lead’s profile, and once approved, FunnelCockpit auto-generates the contract using approved terms.

Operations Teams

Ops managers use ApproveThis’ real-time tracking dashboard to monitor approval bottlenecks across FunnelCockpit-driven campaigns. Automated escalations ensure SLAs are met, and approval thresholds auto-approve routine requests to reduce workload.

How to Set Up the Integration

Using Zapier, connect ApproveThis and FunnelCockpit in three steps:

1. Choose a Trigger: Select a FunnelCockpit event (e.g., new form submission) or an ApproveThis action (e.g., request approved).
2. Map Data Fields: Link relevant data between systems, like mapping a FunnelCockpit form field to an ApproveThis request detail.
3. Test and Activate: Run test approvals to ensure data flows correctly, then launch the Zap.

For complex workflows, use ApproveThis’ conditional logic to route requests based on FunnelCockpit data. For instance, submissions from certain regions might require additional approvers.

Maximizing ROI Across Industries

Ecommerce

Online retailers approve flash sale proposals in ApproveThis, then auto-publish them via FunnelCockpit. If a request is denied, FunnelCockpit holds the campaign and notifies the marketing team.

Professional Services

Consulting firms use approval workflows to vet client project scopes. Once approved, FunnelCockpit generates proposals and adds clients to retainer email tracks.

Healthcare

Clinics route patient consent forms through ApproveThis for provider sign-off, then update FunnelCockpit CRM records to track compliant outreach.

Final Thoughts

ApproveThis and FunnelCockpit solve a critical gap: making approvals a natural part of marketing and sales workflows, not a disruption. By automating decision gates, teams focus on strategic tasks instead of chasing signatures.

Ready to eliminate approval delays? Register for ApproveThis or schedule a demo to see how it integrates with FunnelCockpit.