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Sidetracker Integration

ApproveThis manages your Sidetracker Integration approvals.

April 17, 2025

Integration Category: Marketing

Why This Combo Works Like Duct Tape for Business Processes

Let's cut through the buzzwords: Sidetracker tells you what's happening with your website traffic and marketing spend. ApproveThis makes sure the right people actually do something about it. Together? They turn data into decisions without the endless Slack threads or lost emails.

Sidetracker's good at tracking numbers. ApproveThis is better at herding cats (read: getting humans to approve things). Connect them through Zapier, and you've got a system where:

  • New marketing expenses in Sidetracker auto-trigger budget approval workflows
  • Approved campaign plans instantly reflect in Sidetracker's tracking

No more "Hey, did you see that spreadsheet I emailed?" moments. Just actual movement.

Where This Hits Different for Teams

Marketing Teams: Stop Guessing About Budgets

Picture this: Your team adds a new paid ad spend row in Sidetracker. Before the junior dev blows $5K on untested TikTok ads, ApproveThis:

  1. Routes the request to your CMO and CFO via email
  2. Locks the budget if approvals don't come through
  3. Auto-updates Sidetracker's tracking once greenlit

Real example: A 200-person SaaS company cut approval delays on campaign budgets from 3 days to 4 hours. Their secret sauce? Approval thresholds that auto-approve sub-$1K spends but escalate bigger bets.

Finance Teams: No More Spreadsheet Jockeys

Sidetracker shows where money's moving. ApproveThis makes sure it's supposed to be moving there. When a new expense row appears:

  • Dynamic fields calculate total campaign ROI in real-time
  • If numbers look fishy, it routes to fraud detection specialists
  • Approved spends sync back to Sidetracker with audit trails

Bonus: External agencies can approve invoices via email without getting full Sidetracker access. No extra licenses needed.

Operations: Kill the Status Update Meetings

When Sidetracker flags a traffic drop, ApproveThis automatically:

  • Creates urgency-based approval paths (24h SLA for critical issues)
  • Delegates approvals if primary contacts are OOO
  • Updates project trackers once countermeasures are approved

An e-commerce client handles 3x more site changes during peak seasons because their approval process doesn't bottleneck at one person's inbox.

Real-World Zaps That Don't Suck

Use Case 1: The Budget Firewall

Zap: New Sidetracker expense row → ApproveThis workflow

How a 450-employee ad agency uses it:

1. Junior designer submits $2K for stock photos in Sidetracker
2. ApproveThis routes to creative director (email approval)
3. If approved, Sidetracker unlocks the budget category
4. If denied, reason logs directly in both systems

They caught $18K in duplicate tool subscriptions last quarter using this.

Use Case 2: The Compliance Check

Zap: Approved request → Update Sidetracker sales status

A healthcare tech company's hack:

- Any deal over $50K in Sidetracker triggers legal review
- General counsel approves via mobile email
- Approved contracts auto-move to "Binding" status
- Denied deals flag for renegotiation

Reduced compliance violations by 62% year-over-year.

Use Case 3: The Emergency Override

Zap: Updated Sidetracker row → Approval request

Live event company's playbook:

1. Traffic spike detected in Sidetracker
2. ApproveThis pings IT for server upgrade approval
3. If no response in 1hr, escalates to VP
4. Once approved, triggers AWS scaling via Zapier

Prevented 12 site crashes during product launches last year.

Setting This Up Without Losing Your Mind

1. Connect both apps in Zapier (15 mins)
2. Map Sidetracker fields to ApproveThis templates (pro tip: use calculated fields for ROI checks)
3. Set escalation rules for slow responders
4. Test with a $0.01 test row (trust us)

Biggest time-saver? Approval groups. Instead of selecting approvers every time, set rules like "Always route SEM spends to Paid Ads team lead, then CFO."

Why This Isn't Just Another Integration

Sidetracker tells you the "what." ApproveThis handles the "who." Together, they answer:

  • Who needs to sign off on this traffic anomaly?
  • What's the real-time status of that budget increase?
  • How do we track approvals without micromanaging?

Features that actually matter here:

  • Email approvals: External vendors don't need another login
  • Vacation coverage: Critical requests don't die because someone's hiking
  • Thresholds: Auto-approve small spends but flag big risks

Bottom Line: This Is Process Insurance

For companies scaling past 100 employees, manual approvals become silent killers. Deals stall. Budgets leak. Opportunities die in inboxes.

ApproveThis + Sidetracker via Zapier is less about "automation" and more about removing dumb bottlenecks. It's not flashy, but neither are seatbelts.

Ready to stop babysitting approval chains? Get ApproveThis or book a 15-min demo. Your future self (and annoyed department heads) will thank you.

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Integrate with Sidetracker 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 Sidetracker

Suggested workflows (and their Zapier components) for Sidetracker

Create approval request for new Sidetracker rows

When a new row is added in Sidetracker, this integration creates a new approval request in ApproveThis to ensure entries are verified before further processing. *Note: Configure necessary fields for both systems as needed.*

Zapier Components

Sidetracker Logo

Trigger

New Row Created in a List

Triggers when a new row is added.

Action

Create Request

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

Update sales status for approved ApproveThis requests

When a request is approved or denied in ApproveThis, this integration updates the sales status in Sidetracker accordingly, ensuring aligned data flow between approvals and sales processes. *Note: Adjust conditions to match your organizational workflow.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Sidetracker Logo

Action

Update Sales Status

Updates the sales status of your customer

Create approval request for updated Sidetracker rows

When a row is updated in Sidetracker, this integration automatically initiates an approval request in ApproveThis, streamlining review processes for modifications. *Note: Ensure the updated fields are mapped correctly for approval.*

Zapier Components

Sidetracker Logo

Trigger

Row Updated in a List

Triggers when a new row is updated.

Action

Create Request

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