ApproveThis manages your Encharge Integration approvals.

Why This Integration Isn’t Just Another Corporate Time-Suck

Let’s get real – most software integrations are about as exciting as watching paint dry. But when you combine ApproveThis’ approval automation with Encharge’s marketing workflows? You’re not just moving data between systems. You’re creating a self-cleaning oven for business processes. For teams tired of chasing down sign-offs while trying to keep marketing campaigns on track, this combo cuts through the noise.

What Happens When Approval Meets Automation

Encharge helps SaaS companies run personalized customer journeys. ApproveThis keeps decisions moving without endless Slack pings. Together through Zapier, they handle the grunt work of:

• Syncing approval statuses with marketing segments
• Automating compliance checks for new leads
• Keeping customer records fresh without manual cleanup

The kicker? Approvers in ApproveThis don’t need Encharge licenses. Perfect for involving external partners or execs who shouldn’t be poking around your marketing automation platform.

Real Sh*t You Can Automate Today

1. Lead Qualification Without the Spreadsheet Olympics

When a new high-value lead hits Encharge, ApproveThis can automatically:

• Route pricing exception requests to sales leadership
• Trigger contract reviews for enterprise deals
• Flag compliance-required approvals for regulated industries

Who this helps: SaaS sales teams closing annual contracts, edtech companies handling student data, healthcare startups managing PHI compliance.

2. Campaign Approvals That Don’t Bottleneck Creativity

Marketing teams using Encharge can set up automatic approval triggers when:

- New email sequences exceed $10k in projected spend
- Content teams propose edgy campaign copy
- Design assets need legal review before deployment

ApproveThis’ calculated fields automatically flag what needs human eyes, while Encharge holds the workflow until greenlit. No more “Who approved this?” retro meetings.

3. Compliance Handshakes Made Less Awkward

For companies dealing with GDPR, SOC 2, or other regulatory frameworks:

1. Encharge tags contacts needing consent updates
2. ApproveThis routes to legal/compliance teams
3. Approved updates auto-sync back to Encharge
4. Denied requests trigger alternative workflows

All while maintaining an audit trail even your grumpiest auditor would respect.

Setting This Up Without Losing Your Mind

Connect ApproveThis + Encharge in 15 minutes flat:

1. Create a Zapier account (or use your existing one)
2. Choose your trigger (Encharge event or ApproveThis request)
3. Map critical fields: Customer ID, approval type, amount thresholds
4. Test with real data (protip: use your CEO’s info for laughs)

Pro tip: Use ApproveThis’ calculated fields to auto-approve routine requests, only escalating exceptions. Your team will think you’ve cloned yourself.

Why Department Leads Are Low-Key Obsessed

Marketing Teams

Finally prove compliance without derailing campaign launches. Auto-archive unresponsive leads in Encharge when approvals time out, keeping lists clean.

Operations Managers

Replace approval status meetings with real-time dashboards. Vacation delegation means campaigns don’t stall when Karen from legal is snorkeling in Bali.

Finance Nerds

Auto-approve budget-compliant requests while flagging exceptions. Real-time calculations prevent creative accounting from… creative marketers.

The Unsexy (But Critical) Details

Approval Thresholds: Set $$ limits where requests auto-approve or require escalation. Pro tip: Bump thresholds by 10% quarterly – teams adapt faster than you think.

Email Approvals: Stakeholders can approve directly from Gmail/Outlook. Because making people log into another system is how approvals go to die.

Audit Trails: Every decision timestamped with context. Perfect for regulated industries and CYA moments.

When Not to Use This Integration

This isn’t some “automate everything” cult. Keep manual approvals for:

- First-time vendor relationships
- Contracts exceeding $250k
- Anything involving the words “class action”

Use common sense – automation handles the predictable, humans handle the edge cases.

Ready to Stop Being a Approval Middleman?

ApproveThis + Encharge via Zapier works best for companies that:

- Have at least 5 cross-functional approvals per week
- Run marketing campaigns requiring legal/compliance checks
- Are tired of version control issues in email/Slack approvals

Get started with ApproveThis or explore Encharge’s automation. Or book a demo to see how approval automation actually works in the wild.

Pro tip: Bring your most annoying approval process to the demo. We live for this stuff.