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SoTellUs Integration

ApproveThis manages your SoTellUs Integration approvals.

April 17, 2025

Integration Category: Reviews

Why Bother Connecting ApproveThis and SoTellUs?

Let’s cut to the chase: approvals suck. So do chasing down reviews. But when you connect ApproveThis (the approval automation tool that doesn’t make you want to scream) with SoTellUs (the video review platform your marketing team actually likes), you get something rare in business tech – a combo that solves two problems without creating three new ones.

Here’s the deal: Mid-sized companies waste 12 hours a week on approval bottlenecks. Meanwhile, 89% of customers check reviews before buying, but most businesses collect them like they’re hunting for rare butterflies. This integration fixes both. We’re talking about automating approval chains for review requests, client onboarding, and lead qualification while making your review collection actually scalable. No magic beans required.

What Happens When Approval Meets Authenticity

ApproveThis isn’t just another “click approve” tool. It’s built for companies where every decision needs eyes from multiple departments, external partners, or clients who still think “Reply All” is a valid communication strategy. SoTellUs isn’t your grandma’s review platform – it’s where you get video testimonials that don’t look like hostage videos.

Together via Zapier, they handle the messy middle between getting a lead/client/request and actually doing something with it. Think of it as quality control meets social proof, without the endless Slack threads.

Real-World Uses That Don’t Sound Like Tech Bro Bingo

1. Stop Letting Crap Leads Waste Your Sales Team’s Time

Scenario: Your SoTellUs account gets 50 new leads this week. Half are tire-kickers, a quarter are competitors, and two are actual buyers. Your sales team just burned 20 hours figuring this out.

Fix: Auto-send every new SoTellUs lead through ApproveThis. Set criteria like:

  • Minimum video review score
  • Required demo request
  • Budget confirmation from calculated fields

Only approved leads hit your CRM. Bonus: Approvers don’t need SoTellUs logins – just email. Perfect for involving external partners or execs who think “logging in” means checking their physical mailbox.

2. Get Client Reviews Without the Begging

Scenario: Your project wrapped 3 weeks ago. The client loves you. But getting that review? Like asking a teenager to clean their room.

Fix: When ApproveThis triggers a new client approval (like final deliverable sign-off), automatically send a SoTellUs review invite. Time it when clients are happiest – right after project completion. Add conditional logic:

  • Only if overall approval rating ≥ 4/5 stars
  • Exclude clients with pending invoices
  • Require PM approval before sending

Result: Reviews come in when clients are actually excited, not when your intern sends the 4th reminder.

Who Actually Benefits From This?

Marketing Teams: Stop Faking Enthusiasm

Your team spends weeks on campaigns, only to get zero authentic reviews. With this setup:

- Auto-request reviews after customer success milestones
- Require CS team approval before asking
- Reject low-effort “meh” reviews with ApproveThis thresholds

Now your case studies write themselves.

Sales Ops: No More Lead Herding

Sales development reps waste 60% of their time on unqualified leads. Connect your SoTellUs lead gen forms to ApproveThis for:

- Auto-approval for leads meeting BANT criteria
- Sales manager sign-off on enterprise leads
- Instant CRM entry upon approval

Your SDRs stop babysitting and start selling.

Client Services: Escape Approval Purgatory

Client work gets stuck in legal/compliance/executive limbo. Use ApproveThis’s escalation rules with SoTellUs to:

- Auto-approve standard NDAs under $50K
- Escalate contract reviews after 48hrs of inactivity
- Collect client video approvals that count as legal sign-offs

Because “waiting on legal” shouldn’t be your company’s core competency.

Setting This Up Without Losing Your Mind

You’ll need:
- ApproveThis account (obviously)
- SoTellUs subscription
- Zapier login (free tier works)

Steps:
1. In Zapier, choose “SoTellUs New Lead” as trigger
2. Filter leads that need approval (e.g., high-value, custom requests)
3. Connect to ApproveThis’s “Create Request” action
4. Set approval rules (thresholds, groups, escalation)
5. Map approved leads to your CRM/email tool

Pro Tip: Use ApproveThis’s calculated fields to auto-approve repeat clients or requests under $1K. Save human brainpower for actual decisions.

Why This Isn’t Just Another Integration

ApproveThis handles the bureaucratic sludge – multi-step approvals, delegation rules, conditional logic. SoTellUs gets you authentic social proof. Together, they ensure:

- Quality Control: No more public-facing reviews without vetting
- Speed: Approvals happen in hours, not days
- Audit Trail: Every decision tracked – perfect for compliance

And because ApproveThis approvers don’t need licenses for other tools, you can involve clients or contractors without budget drama.

Time to Stop Approving Junk and Start Collecting Real Reviews

Let’s be real – you’re here because manual approvals are tanking your team’s productivity, and your review collection strategy is “hope and pray.” This integration won’t solve all your problems, but it will:

- Cut approval delays by 65% (actual customer metric)
- 3X your review collection rate
- Make cross-team collaboration less painful

Ready to stop being the approval bottleneck? Get Started with ApproveThis or schedule a 15-minute demo. No sales scripts, just a quick walkthrough of how other 200-person companies made this work.

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Integrate with SoTellUs 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 SoTellUs

Suggested workflows (and their Zapier components) for SoTellUs

Create approval requests for new SoTellUs leads

Need to manage approval for each new lead efficiently? This integration sends every new SoTellUs lead through an approval process in ApproveThis, ensuring each lead meets your quality criteria before further action.

Zapier Components

SoTellUs Logo

Trigger

Watch for New STU Leads

Triggers when a new lead is collected in your SoTellUs account.

Action

Create Request

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

Invite to reviews for approved ApproveThis requests

Want to ensure high-quality reviews from your key clients? This automation initiates a SoTellUs review invitation whenever an approval request is initiated in ApproveThis, streamlining client engagement and feedback processes.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

SoTellUs Logo

Action

Create Invite to Review

Create a new Invitation to Review