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RD Station Integration

ApproveThis manages your RD Station Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

Why This Integration Isn’t Just Another “Nice to Have”

Let’s cut to the chase: marketing teams live in a world of deadlines, revisions, and “hey, can you approve this?” Slack messages that disappear into the void. RD Station helps you execute campaigns, but ApproveThis fixes the approval bottlenecks that slow them down. Connect the two via Zapier, and you’ve got a system where marketing workflows don’t just move – they actually finish.

Where RD Station Ends and ApproveThis Begins

RD Station’s great at nurturing leads and automating emails. But when you need to get sign-off on a campaign budget, a new landing page design, or a sales promo? That’s where things get sticky. ApproveThis handles the messy human stuff: chasing down decision-makers, escalating urgent requests, and keeping a paper trail. Together, they cover the full lifecycle – from lead capture to final approval.

The License Hack You’ll Actually Use

Here’s the kicker: external partners or clients can approve requests in ApproveThis without needing an RD Station login. No more paying for unused seats or explaining Brazilian Portuguese dashboards to your NYC-based legal team. Approval happens via email or a simple portal, but the data syncs back to RD Station like magic.

Real Use Cases (Not Just Theory)

We’ll skip the fluffy “improve efficiency” claims. Here’s exactly how mid-sized companies use this integration:

1. Tracking Campaign Approvals as Conversion Events

Scenario: A 200-person e-commerce company launches flash sales weekly. Every sale needs CEO sign-off (budget) and legal review (disclaimers).

The Integration: When a new campaign approval request starts in ApproveThis, Zapier logs it as a conversion event in RD Station. Now, the marketing team sees approval timelines alongside other campaign metrics. Delays stick out like a typo in a headline.

Why It Works: ApproveThis’ calculated fields auto-flag requests that exceed budget thresholds, routing them to the CFO first. RD Station tracks how approval speed impacts campaign performance.

2. Auto-Creating Approvals for High-Value Leads

Scenario: A B2B SaaS company uses RD Station to score leads. When a lead hits “opportunity” status, the sales team needs VP approval for custom pricing.

The Integration: Zapier triggers an ApproveThis request the moment a lead becomes an opportunity. The VP gets an email with deal details, approves/denies, and the result syncs back to RD Station. No more screenshotting CRM entries into approval emails.

Why It Works: ApproveThis’ sequential routing ensures the VP gets the request first, but if they’re OOO (thanks to vacation delegation), it auto-sends to their backup. RD Station’s lead history shows the exact approval timestamp.

3. Closing Deals Faster Post-Approval

Scenario: A 1,500-employee retail chain approves vendor partnerships through RD Station lead workflows. Once approved, the deal needs to immediately move to “won” status.

The Integration: When an ApproveThis request gets the green light, Zapier updates the deal stage in RD Station. Sales ops gets notified, contracts go out, and revenue teams see real-time wins.

Why It Works: ApproveThis’ real-time dashboard shows which deals are pending legal vs. finance approval. RD Station’s automation kicks off post-approval nurture sequences – like onboarding emails – instantly.

Setup: It’s Simpler Than Explaining ROI to Your CFO

Forget coding or IT tickets. If you can set up an out-of-office email, you can do this:

  1. Connect RD Station to Zapier: Use your existing login. No new permissions needed.
  2. Choose Your Trigger: Pick an RD Station event (new opportunity, conversion) or an ApproveThis action (request approved).
  3. Map Custom Fields: Pull RD Station lead data into ApproveThis requests – deal size, contact info, notes.

Pro tip: Use ApproveThis’ approval groups to mirror your RD Station teams. Marketing requests go to CMO > CFO, sales deals to VP Sales > Legal.

Who Actually Benefits? (Spoiler: Not Just Marketing)

This isn’t just about making marketers’ lives easier. Here’s the breakdown:

  • Sales Teams: Stop losing deals because approval emails got buried. Get notified in RD Station when pricing exceptions are approved.
  • Finance: Auto-route budget requests based on RD Station campaign values. Under $10k? Auto-approved. Over? Escalate with one click.
  • Operations: Track approval SLAs. If legal takes longer than 48h to review RD Station-generated contracts, ApproveThis pings them hourly.

The Hidden Perks You Won’t Find in a Feature List

ApproveThis doesn’t just “integrate” – it adapts. Examples:

Conditional Routing Based on Lead Data: High-value RD Station lead? Route to senior approvers. Low-tier? Team lead decides.

Audit Trails That Make Compliance Smile: Every approval includes the RD Station lead ID, timestamps, and approver comments. Exportable for quarterly reviews.

Email Approvals That Don’t Suck: Approvers click “Approve” or “Deny” right from their inbox. No logins, no PDF downloads, no “how do I use this?” tickets.

Ready to Stop Chasing Approvals?

If your RD Station leads are stuck waiting for human sign-offs, you’re leaving revenue on the table. ApproveThis isn’t another tool – it’s the missing layer that lets your marketing automation actually automate things.

Register for ApproveThis and connect it to RD Station in under 15 minutes. Or, if you prefer someone else does the heavy lifting, book a demo and we’ll show you how to cut approval delays by 60%.

Because waiting for approvals shouldn’t feel like waiting for a coffee order in a slow-moving queue.

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Integrate with RD Station 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.

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Best Approval Workflows for RD Station

Suggested workflows (and their Zapier components) for RD Station

Register RD Station conversion events for new approval requests

When a new approval request is initiated in ApproveThis, this integration registers a conversion event in RD Station. This ensures that all new approvals are tracked as conversion milestones, improving your marketing team's insights into lead progressions and ensuring streamlined marketing efforts.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

RD Station Logo

Action

Conversion Event

It registers a new conversion event for a contact.

Initiate approval requests for new RD Station opportunities

When a lead is marked as an opportunity in RD Station, an approval request is automatically created in ApproveThis. This keeps your approval process efficient by automatically moving potential deals into the approval stage, ensuring no opportunity is missed.

Zapier Components

RD Station Logo

Trigger

New Opportunity

Triggers when a Lead is marked as opportunity.

Action

Create Request

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

Mark RD Station deals as won for approved requests

Once a request is approved in ApproveThis, automatically mark the deal as won in RD Station. This seamless transition from approval to sales closure ensures your sales records are always up to date, providing a smooth flow from approval decision to successful deal completion.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

RD Station Logo

Action

Won Deal

Marks a deal as won.