ApproveThis manages your Norby Integration approvals.

Why This Integration Isn’t Just Another “Workflow Solution”

Let’s cut through the noise: Most approval processes suck. They’re either trapped in email chains that never die or buried in some department-specific tool nobody else can access. That’s where pairing ApproveThis with Norby changes the game. One handles your marketing operations (events, contacts, campaigns), the other slays approval bottlenecks. Together? They turn “Did you get my request?” into “Here’s your approved campaign, ready to launch.”

Norby’s great at managing contacts and events. ApproveThis? It’s the muscle that makes sure the right people actually sign off on those contacts and campaigns before they go live. No more rogue email blasts. No more events booked without budget approval. Just clean, tracked decisions that keep everyone honest.

What Happens When Marketing Meets Accountability

Norby users: Imagine your sales team uploads 500 new leads from a trade show. Normally, marketing would have to manually check if these are worth nurturing. With ApproveThis connected? Those contacts auto-trigger an approval workflow. Your compliance team gets notified, reviews GDPR compliance, and either approves or blocks the upload. All without leaving Norby’s interface.

ApproveThis brings three things Norby can’t:

• Approval thresholds: Auto-approve small expenses (like $50 event fees) but escalate anything over $5K
• Delegation: CMO out sick? Their approvals automatically reroute to the VP without missing deadlines
• Cross-team visibility: Legal sees why a campaign’s stuck; Finance knows which budget requests are pending

Meanwhile, Norby handles the heavy lifting of actually executing approved campaigns. It’s like having a pit crew for your marketing approvals.

Real Uses for Teams That Hate Wasting Time

Use Case 1: Vetting New Contacts (Without the Spreadsheet)

A mid-sized ecommerce company uses Norby to capture webinar signups. Problem? Their sales team kept spamming unqualified leads. Solution: They set up a Zap that triggers an ApproveThis workflow for every new Norby contact. Sales ops gets a simple email to approve/reject based on lead score. Approved contacts auto-sync to their CRM; rejected ones get a nurture sequence. Result? 30% fewer wasted sales calls.

Use Case 2: Event Budgets That Don’t Blow Up

An event agency plans conferences via Norby. Their old process? Email finance for every venue deposit request. Now: When a Norby event reaches “Deposit Required” stage, ApproveThis pings the CFO. If under $10K, it’s auto-approved. Over? Escalates to the board with ROI projections attached. They cut approval time from 72 hours to 4.

Use Case 3: No More “Who Approved This?!” Moments

A healthcare SaaS company uses Norby for patient comms. Compliance nightmare avoided: Every campaign change in Norby requires legal approval via ApproveThis. Lawyers get a digest every morning, click approvals directly from email, and changes go live same-day. Audit trail? Automatically logged.

Setting This Up Isn’t a PhD Project

If you can use Norby, you can handle this integration:

1. Connect via Zapier: Zapier handles the heavy lifting – no devs needed
2. Pick your triggers: New Norby contact? Event registration? Choose what needs approvals
3. Build your rules: Set thresholds, approvers, and auto-reminders in ApproveThis
4. Test with one campaign: Start small – a single event or contact list

Pro tip: Use ApproveThis’ Calculated Fields to auto-flag requests. Example: If a Norby event’s estimated attendance x ticket price exceeds $50K, require C-suite approval.

Who Actually Benefits (Besides Your Sanity)

Marketing Teams

Stop being the approval middleman. Set rules so that only compliant, budget-approved campaigns go live. If Legal rejects a Norby email draft, they’re the bad guys – not you.

Finance Departments

Real-time visibility into Norby event costs. Auto-approve recurring expenses (monthly webinar platform fees) but get alerts for abnormal spikes.

Operations Managers

Track approval SLAs: “70% of Norby requests get approved within 2 hours.” Prove your team’s efficiency or spot bottlenecks fast.

External Partners

Agencies love this: Clients get ApproveThis emails to sign off on Norby campaigns. No client needs a Norby license – they just click “Approve” in their inbox.

The Quiet Perks You’ll Learn to Love

Beyond the obvious time saves:

• Version control: Every Norby change request shows exactly what’s being modified – no more “What did I approve?”
• Compliance armor: Automatically log every approval/rejection reason for audits
• Priority routing: Urgent Norby requests (e.g., breaking news campaigns) jump the approval queue

When to Maybe Not Use This Combo

This isn’t magic fairy dust. If your team refuses to use Norby properly, adding approvals won’t fix that. Also, tiny teams with one decision-maker? Probably overkill. But for 100+ person companies? Essential.

TL;DR – What You’re Really Getting Here

ApproveThis + Norby via Zapier is about control without bureaucracy. Marketing keeps moving fast. Finance keeps the purse strings. Legal sleeps better. And you? You stop chasing people for sign-offs.

Ready to stop being an approval secretary? Get started with ApproveThis or schedule a demo. No Zapiens required.