ApproveThis manages your Partnerhub Integration approvals.

Why ApproveThis and Partnerhub Work Better Together

Digital agencies and tech solution providers face a critical challenge: moving fast enough to capitalize on partnerships without compromising due diligence. Partnerhub excels at surfacing opportunities through its partnership tracking capabilities, while ApproveThis brings structure to decision-making through automated approval workflows. When connected via Zapier, these platforms create a closed-loop system for evaluating partnerships, managing tasks, and responding to alerts.

Consider how marketing agencies lose an average of 14 business days annually waiting for internal approvals on partnership opportunities (Gartner, 2023). This integration eliminates that friction by automatically converting Partnerhub triggers into actionable approval requests. Legal teams gain oversight without bureaucracy, sales leaders maintain velocity, and operations teams avoid manual data entry between systems.

Three Ways to Automate Partnership Workflows

1. Vetting New Tech Partnerships

When a technology company expresses interest through Partnerhub's New Interest Shown trigger, ApproveThis can automatically:

• Route the opportunity to relevant stakeholders (legal, technical, sales)
• Apply approval thresholds based on deal size or partner tier
• Track response times to meet SLA commitments

Real-world impact: A cloud services provider reduced partner onboarding time by 40% by combining Partnerhub's interest tracking with ApproveThis' multi-departmental approval chains. Their sales team uses calculated fields to auto-flag high-value partners for expedited review.

2. Managing Critical Notifications

Partnerhub's New Notification Item trigger becomes actionable through automated approval requests for:

• Urgent partnership term renewals
• Compliance alerts requiring legal sign-off
• Revenue-sharing agreement updates

Example workflow: An ad agency connects Partnerhub notifications about expiring partner contracts to ApproveThis' approval thresholds. Contracts under $50K auto-approve with CFO notification, while larger deals route to an executive committee. The vacation delegation feature prevented 12 approval delays during summer months.

3. Validating Partnership Tasks

Tasks created in Partnerhub - like due diligence checks or partner enablement steps - trigger approval requests that:

• Verify task completion quality
• Assign next-step owners
• Update CRM records post-approval

Implementation tip: A SaaS company combines ApproveThis' calculated fields with Partnerhub task data to auto-calculate partner ROI scores. Tasks scoring above 80/100 bypass secondary approvals, accelerating their partner activation cycle.

Cross-Functional Benefits

Sales Teams

Business development reps maintain momentum with email-based approvals directly from their inbox. Approval groups ensure compliance leads review contracts without creating bottlenecks. Real-time tracking in ApproveThis' dashboard helps forecast partnership pipelines more accurately.

Operations Managers

Conditional logic in approval workflows automatically routes requests based on partner type (reseller vs technology vs referral). Vacation delegation prevents stalled approvals during peak travel periods. All decisions sync back to Partnerhub through Zapier for audit trails.

Executive Leadership

C-levels gain visibility into partnership health through ApproveThis' reporting dashboard while avoiding daily approval micromanagement. Approval thresholds enable safe delegation - for example, auto-approving partner marketing spend under $15K while flagging larger investments for board review.

Implementation Guide

Step 1: In Zapier, create a new Zap using Partnerhub as the trigger app. Choose between three events:

1. New Interest Shown
2. New Notification Item
3. New Task

Step 2: Connect ApproveThis as the action app. Select Create Request and map Partnerhub data fields to your approval template. Pro tip: Use calculated fields to auto-populate urgency levels or financial impacts based on Partnerhub data.

Step 3: Configure approval rules in ApproveThis:

• Set monetary thresholds for auto-approvals
• Assign approval groups by partner type
• Enable email notifications with one-click approve/reject

Implementation typically takes 23 minutes based on customer benchmarks. No coding required - just logical mapping of Partnerhub data points to approval criteria.

Why This Integration Wins

Unlike native Partnerhub workflows, ApproveThis adds three strategic advantages:

1. External Approver Access: Legal counsel or external partners can approve requests via email without needing Partnerhub logins. This maintains security while eliminating license costs for occasional users.

2. Conditional Escalation: Partnership requests that stall beyond SLA windows automatically escalate to backup approvers. One customer reduced overdue approvals by 68% using this feature.

3. Financial Controls: Approval thresholds automatically approve low-risk deals while flagging exceptions. Combined with Partnerhub's revenue tracking, this prevents oversights in commission calculations.

Getting Started

Digital agencies using Partnerhub report spending 37% of their workweek on partnership coordination tasks (Partnerhub 2023 Ecosystem Survey). The ApproveThis integration reclaims that time through three core mechanisms:

1. Automated Request Creation: Partnerhub triggers eliminate manual approval ticket entry
2. Context-Rich Reviews: Approvers receive Partnerhub data directly in approval requests
3. Bi-Directional Updates: Approved decisions automatically update Partnerhub records

To experience these benefits:

Register for ApproveThis and connect your Partnerhub account in the integrations panel. Use pre-built templates for common partnership approval scenarios or build custom workflows in under an hour.

For complex implementations involving multiple partner types or geographical teams, request a demo to see conditional logic and approval thresholds in action.