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Pluspoint Integration

ApproveThis manages your Pluspoint Integration approvals.

April 17, 2025

Integration Category: Reviews

When Approval Bottlenecks Meet Customer Chaos

Let’s get real - your team spends more time chasing approvals than actually doing work. Meanwhile, customer feedback sits untouched because someone’s waiting for a "yes" that never comes. This isn’t just annoying; it’s costing you deals and credibility.

ApproveThis and Pluspoint through Zapier cuts the middleman drama. We’re talking about connecting the app that handles your customer conversations (Pluspoint) with the system that actually gets decisions made (ApproveThis). No more digging through emails or explaining context for the fifth time.

Why This Combo Doesn’t Just Work—It Actually Solves Things

Pluspoint tracks every customer interaction, review, and survey. ApproveThis forces decisions to happen. Together through Zapier, they create a closed loop where customer needs trigger immediate action - not another meeting.

Where Pluspoint Hands Off to ApproveThis

Pluspoint’s strength is capturing what customers want. ApproveThis’s job is making sure someone responds. Connect them via Zapier, and you’ve got automatic escalation paths for:

  • Negative reviews requiring compensation approvals
  • Feature requests needing engineering sign-off

What You Can’t Do With Either Tool Alone

Pluspoint tells you a client’s pissed. ApproveThis makes sure the right person approves a discount now - not after three follow-ups. The integration adds teeth to your feedback collection.

Real Workflows That Don’t Require Babysitting

1. Turn Angry Reviews Into Actionable Fire Drills

Scenario: A 2-star review hits Pluspoint. Zapier triggers an ApproveThis workflow where:

- Customer success proposes compensation
- Finance approves amount
- Legal signs off on terms

Example: A regional hotel chain uses this to resolve complaints before they hit TripAdvisor. GM gets alerts via email (no Pluspoint login needed) and approves refunds from their phone.

2. Stop Letting Feature Requests Die in Spreadsheets

Scenario: Pluspoint aggregates 50+ requests for dark mode. Zapier kicks off an ApproveThis process where:

- Product lead prioritizes
- CTO approves resourcing
- Customer success notifies requesters

Example: A SaaS company surfaces top customer demands bi-weekly. Stakeholders vote directly in ApproveThis with tied votes escalating to the CEO.

3. Automate Compliance Paperwork Behind the Scenes

Scenario: New client onboarding in Pluspoint triggers approval chains for:

- Contract exceptions
- Security reviews
- SLA commitments

Example: A cybersecurity firm auto-generates audit trails showing who approved what client concessions and when.

Setting This Up Without the Usual Headaches

Zapier acts as the translator between apps. To connect ApproveThis and Pluspoint:

  1. Create Zapier triggers for Pluspoint events (new review, survey response)
  2. Map key data points to ApproveThis request fields
  3. Set approval rules based on dollar amounts or departments

Pro tip: Use ApproveThis’s calculated fields to auto-flag high-risk requests. Example: If a refund request exceeds 15% of deal size, require CFO approval.

Which Teams Actually Benefit? (Spoiler: All of Them)

Customer Success

Stop promising discounts you can’t deliver. Route exception approvals while still on the call using pre-built templates in ApproveThis.

Finance

Auto-approve routine refunds under $500. Only get pinged for exceptions via email with all context included.

Product Teams

Turn Pluspoint feedback into prioritized features without another Jira ticket. Roadmap decisions happen where the data lives.

The Silent Killer Feature Nobody Talks About

ApproveThis approvers don’t need a Pluspoint license. Clients, contractors, or execs can approve requests via email without getting added to yet another system. You control what they see through field-level permissions.

Example: A manufacturing company lets suppliers approve order changes through ApproveThis without access to their Pluspoint vendor portal.

What You’re Losing By Not Automating This

Let’s math this out:

5 approval requests/day × 20 minutes chasing each × $50 avg hourly rate = $8,300/month in wasted time

Now add the customer churn from delayed responses. Not pretty.

How to Start Without Overcommitting

Pick one high-friction process:

- Client contract exceptions
- Refund approvals
- Feature prioritization

Build the Zapier integration in an afternoon. Use ApproveThis’s approval thresholds to auto-resolve simple cases. Escalate only what matters.

This Isn’t Another “Collaboration Solution”

We’re not selling magic beans. This works because:

1. It forces accountability with audit trails
2. Decisions happen where the work is (Pluspoint data)
3. No new logins for approvers

Example: A logistics company reduced customs hold approvals from 48 hours to 90 minutes by attaching Pluspoint shipment notes directly to ApproveThis requests.

Ready to Stop Being a Human Routing Bot?

ApproveThis doesn’t just “integrate” with Pluspoint—it forces action on the customer data you’re already collecting. Either keep pasting links into Slack and hoping, or:

Start Free Trial | Book Demo

P.S. The setup takes less time than your next status meeting. Seriously.

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Integrate with Pluspoint 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 Pluspoint

Suggested workflows (and their Zapier components) for Pluspoint

Create approval requests for new conversations

When a conversation is retrieved from Pluspoint, this integration creates an approval request in ApproveThis to streamline client communication decisions. It automates the approval process for critical interactions. *Note: Ensure conversation details are mapped correctly to the approval request fields.*

Zapier Components

Pluspoint Logo

Trigger

Get Conversations

Retrieve recent conversations with clients.

Action

Create Request

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

Create contacts for new approval requests

This integration triggers when a new approval request is initiated in ApproveThis and creates a contact in Pluspoint to capture client information. It ensures that all requests are linked with accurate records. *Note: Match the approval data with the corresponding contact fields.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Pluspoint Logo

Action

Create Contact

Creates a Contact in Pluspoint with specified contact details.

Create survey responses for completed requests

This integration activates when an approval request in ApproveThis is finalized, automatically creating a survey response in Pluspoint to capture valuable feedback. It streamlines the process of collecting decision-based insights. *Note: Ensure feedback fields are correctly configured for analysis.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Pluspoint Logo

Action

Create Survey Response

Creates a new survey response with user feedback.