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Referrizer Integration

ApproveThis manages your Referrizer Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

When Bureaucracy Meets Growth Marketing

Let's be real - referral programs die from slow approvals, not bad ideas. Marketing teams using Referrizer get stuck waiting for legal to sign off on campaign terms, finance to approve partner payouts, or sales directors to greenlight high-value client offers. Meanwhile, your competitors are moving.

ApproveThis isn't another "collaboration tool." We automate the actual decision-making bottlenecks holding back your Referrizer campaigns. Think of it as giving your referral engine a nitrous boost by replacing email chains and missed Slack messages with structured approvals that actually keep pace with opportunities.

Why This Integration Doesn't Suck

Most app integrations just shuffle data between spreadsheets. This one attacks specific revenue leaks:

  • Approvals that scale (without adding headcount): Auto-route Referrizer-triggered requests to the right person based on deal size, partner tier, or campaign type
  • Zero "Who's Responsible?" Drama: Vacation delegation means your affiliate payout approvals don't stall because someone's at a trade show

Example: A $50K enterprise referral offer needs CMO sign-off, but a $5K SMB deal auto-approves through your sales director. Configure once, stop micromanaging.

Use Cases That Don't Feel Like Corporate Fanfiction

1. Killing "Approval Amnesia" in Partner Deals

The Problem: Your sales team closes a referral partnership through Referrizer, but legal takes 8 days to approve the contract terms. The partner loses interest.

The Fix: Trigger an ApproveThis workflow from Referrizer when deals hit specific thresholds. Legal gets nudged automatically, with escalation paths if they ghost. Approvers don't need Referrizer logins - they click approve/reject in email.

Real-World Usage: A SaaS company reduced partner onboarding from 14 days to 3 by attaching contract PDFs directly to approval requests routed through legal & compliance.

2. Stopping Discount Abuse in Referral Programs

The Problem: Sales reps give unauthorized discounts to referral leads, crushing your margins.

The Fix: Any Referrizer lead tagged as "Enterprise" triggers an ApproveThis workflow requiring VP approval before discount offers are sent. Integrate with your CRM so approvals lock in pricing terms automatically.

3. Escalating High-Value Referrals (Without the Panic)

The Problem: Your referral program lands a Fortune 500 lead, but it sits in a sales rep's inbox for days.

The Fix: Use Referrizer's lead scoring to trigger tiered approvals in ApproveThis. Leads over $100K in potential value alert the CRO directly, others route to regional managers. Add calculated fields to show estimated deal size right in the approval request.

Setting This Up Without a PhD in Zapier

If you can set up an out-of-office email, you can handle this:

  1. Connect Referrizer and ApproveThis to Zapier (takes 3 minutes)
  2. Pick your trigger (new referral lead, campaign submission, etc.)
  3. Map the data points that matter - deal size, client tier, whatever
  4. Set approval rules based on those values (example: >$25K deals need CFO review)

Pro Tip: Use ApproveThis' calculated fields to auto-add margin estimates or historical conversion rates to approval requests. Gives approvers context without 12 Slack follow-ups.

Department-Specific Wins

Marketing Teams

Stop begging finance to approve referral payouts. Set thresholds where partner commissions under 5% auto-approve, others route based on amount. ApproveThis logs every decision for audit trails.

Sales Ops

Automatically escalate enterprise referral leads to execs instead of letting them rot in a queue. Update Referrizer lead statuses the second approvals happen to keep pipelines clean.

Finance

Get approval requests that actually include PO numbers, budget codes, and contract terms pulled directly from Referrizer data. Say goodbye to "Oops, forgot to attach the SOW" emails.

Why This Isn't Just Another Integration

ApproveThis handles the messy human part of referrals - decisions, exceptions, policy checks. Referrizer does the automation heavy lifting. Together, they remove the "waiting on someone else" bottleneck that kills referral momentum.

Key Differentiator: Approvers interact via email or a simple dashboard. No need to train partners or execs on Referrizer itself. External legal counsel? Add them as guest approvers without buying Referrizer seats.

Getting Started (Without the Sales Circus)

If you're using Referrizer, you already get the value of automation. Adding ApproveThis takes your referral program from "efficient" to "ruthlessly effective."

Create a free ApproveThis account, connect via Zapier, and build your first approval workflow in 15 minutes. Or book a demo to see how enterprises cut approval delays by 70%.

Final Note: This works because it's boring. No AI hype, no "revolutionary" promises. Just fewer missed opportunities stuck in approval purgatory.

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Integrate with Referrizer 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 Referrizer

Suggested workflows (and their Zapier components) for Referrizer

Create approval requests for new Referrizer contacts

Ensure prompt follow-ups with new client leads by automatically creating an approval request in ApproveThis whenever a new Referrizer contact is added. Upon approval, teams can act on fresh client opportunities swiftly. *Note: Customize your approval workflow in ApproveThis to suit various follow-up scenarios.*

Zapier Components

Referrizer Logo

Trigger

New Contact

Triggers when a contact is created.

Action

Create Request

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

Update Referrizer contacts for new approval requests

Automatically create or update Referrizer contacts whenever a new approval request initiates with ApproveThis. This ensures that customer records are always accurate and aligned with current organizational decisions. *Note: Ensure your Referrizer input fields align with your approval data points.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Referrizer Logo

Action

Create/Update Contact

Creates or updates a contact.

Initiate approval requests for new Referrizer visits

Streamline your operations by creating approval requests in ApproveThis whenever a new visit is logged in Referrizer. This workflow ensures timely assessment of client engagements and aligns actions with strategic goals. *Note: Adjust approval tiers in ApproveThis for different visit significance.*

Zapier Components

Referrizer Logo

Trigger

New Visit

Triggers when a visit is created, i.e. contact is checked in.

Action

Create Request

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

Update Referrizer contacts on approval decision

Keep your contact database current by updating Referrizer contacts with every approval decision made in ApproveThis. This integration ensures that correct data influence future marketing strategies. *Note: Set up custom fields in Referrizer for specific decisions.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Referrizer Logo

Action

Create/Update Contact

Creates or updates a contact.