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Funnelforms Integration

ApproveThis manages your Funnelforms Integration approvals.

April 17, 2025

Integration Category: Contacts

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

Let’s cut to the chase: if your team’s still manually routing form submissions through email chains or Slack threads, you’re wasting time you don’t have. Funnelforms gets you the data, but ApproveThis actually does something with it. We’re talking about turning form entries into approved actions before your coffee gets cold. No code. No chaos. Just a straight path from “submitted” to “done.”

Here’s the playbook: Funnelforms handles the front-end – lead gen, internal requests, whatever. ApproveThis takes over the second that form hits your inbox. Automatic routing. Real-time tracking. Approvers who don’t need a PhD in your tech stack to say yes/no. And because it’s all powered by Zapier, you’re not waiting on IT to make it work.

The Silent Cost of Manual Approvals (And How to Fix It)

Think about your last form-driven process. Maybe it was a purchase request. A content approval. A contract review. Now add up:

  • The hours spent chasing down approvers
  • The version control nightmares
  • The “I didn’t see the email” excuses

With ApproveThis and Funnelforms? Those become “not your problem.” Approval thresholds auto-approve small expenses. Vacation delegation stops requests from rotting in out-of-office inboxes. Calculated fields make sure the math adds up before human eyes even see the request. It’s not flashy – it’s just done.

Real-World Use Cases That Don’t Suck

1. From Form to Approved in 60 Seconds (No, Really)

The Zap: New Funnelforms entry → Create ApproveThis request
Who Cares: Marketing teams approving content requests, HR clearing background checks, procurement handling vendor onboarding.

Example: A mid-sized e-commerce company uses Funnelforms for influencer partnership submissions. Every entry auto-generates an ApproveThis request that routes to:

1. Legal (contract terms check)
2. Finance (payment structure review)
3. Marketing lead (final sign-off)

Approvers get email notifications with all submission data embedded – no digging through attachments. Denials include required comments that auto-populate back to the requester via Funnelforms. Process time dropped from 9 days to 28 hours.

2. Audits That Don’t Make You Want to Quit

The Zap: New ApproveThis request → Log in Funnelforms
Who Cares: Regulated industries, finance teams, anyone who’s ever failed a compliance check.

Medical device manufacturer example: Every design change approval (via ApproveThis) auto-logs to a Funnelforms repository. QA teams have instant access to:

- Full approval chain
- Timestamps
- Conditional logic trails
- Attached files/contracts

When auditors come knocking? Export the Funnelforms data set. Done. No last-minute PDF scavenger hunts.

Setup That Doesn’t Require a Ph.D.

Step 1: Connect Zapier to both ApproveThis and Funnelforms
Step 2: Pick your trigger (New Form Entry or New Approval Request)
Step 3: Map fields – Funnelforms data to ApproveThis templates
Step 4: Test with a $50 expense approval (because if it works for that, it’ll work for anything)

Pro tip: Use ApproveThis’ calculated fields to auto-flag submissions that exceed budgets before they hit a human’s queue. Example: “If total > $5k, route to CFO. Else, auto-approve.”

Department-Specific Wins

HR: Onboarding That Doesn’t Embarrass You

New hire forms in Funnelforms → Equipment approvals in ApproveThis. IT gets automated requests for laptops/access before day one. Approval groups ensure both HR and department leads sign off. Vacation delegation covers approver PTO. No more “Where’s John’s mouse?” chaos.

Finance: Killing the Expense Report Time Sink

Employees submit receipts via Funnelforms. ApproveThis routes based on:
- Amount (auto-approve under $100)
- Category (travel vs. software)
- Project codes
Approvers get pre-calculated totals and policy violation flags. Month-end close? Actually happens on time.

Ops: Vendor Management That’s Not a Dumpster Fire

Vendor onboarding form → ApproveThis workflow with:
1. Legal (contract review)
2. Finance (payment terms)
3. Department budget owner
SLAs enforced via approval reminders. All docs stored in Funnelforms for easy retrieval.

The Quiet Power of “Boring” Features

Email approvals: External vendors don’t need ApproveThis logins. They just reply YES/NO.
Thresholds: 83% of requests under $1k? Auto-approved. Your team only sees exceptions.
Real-time dashboards: No more “Where’s that request?” Zooms. Just share the tracking link.

Common Objections (And Why They’re Wrong)

“We’re fine with email approvals.”
Cool. How many approvals got lost last quarter? How much time did admins spend resending links?

“Our process is too complex.”
ApproveThis handles 17-step approvals with conditional branches. Your “complex” is our Tuesday.

“We don’t want another tool.”
Your approvers don’t need another login. They just need to click a button in email.

Bottom Line

This isn’t about “streamlining workflows” – it’s about making sure Karen from Accounting doesn’t hold up your Q4 campaign because she’s at a seminar. It’s about turning form data into actions before the competition finishes their standup.

Next step: Register for ApproveThis, then build your first Zap in 23 minutes. Or book a demo if you want to see the 17-step approval insanity first.

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Best Approval Workflows for Funnelforms

Suggested workflows (and their Zapier components) for Funnelforms

Create approval requests for new Funnelforms entries

Need an efficient way to manage your form submissions? This automation creates an approval request in ApproveThis for every new entry in Funnelforms, streamlining your review and action processes. Save time and enhance your decision-making with automated approval workflows. *Note: Ensure your approval workflow is set up in ApproveThis prior to activation.*

Zapier Components

Funnelforms Logo

Trigger

New Entry

Triggers when a new form entry was made.

Action

Create Request

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

Capture new approval workflows as Funnelforms entries

Want to maintain a record of all initiated approval processes? With this automation, every new approval workflow initiation in ApproveThis will be captured as a new entry in Funnelforms, centralizing your data collection and enhancing traceability. *Note: Customize your forms to match your approval process requirements.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Funnelforms Logo

Action

New Entry

Triggers when a new form entry was made.