ApproveThis manages your Convertri Integration approvals.

When Fast-Moving Teams Need Better Guardrails

Let's cut to the chase: You're using Convertri because you need landing pages that convert like crazy without waiting on developers. But somewhere between those slick funnels and your actual business operations, things get messy. Form submissions pile up in spreadsheets. Refund requests slip through cracks. Subscription cancellations turn into post-mortem meetings.

That's where ApproveThis comes in - not to slow you down, but to make sure your growth engine doesn't blow a gasket. When you connect these two through Zapier, you're essentially giving your marketing team a compliance co-pilot. We're talking about keeping that Convertri-driven momentum while adding just enough structure to prevent costly mistakes.

How This Combo Actually Works

Convertri handles the flashy front-end - lead capture forms, checkout pages, subscription flows. ApproveThis manages the back-end decisions - "Should we approve this discount request?" "Does this refund meet policy?" "Who needs to sign off on this custom enterprise offer?"

The Nuts and Bolts

Through Zapier, any Convertri form submission or transactional event (sale, refund, cancellation) can automatically create an approval request in ApproveThis. From there:

• Pre-set rules determine who needs to approve what
• Decision-makers get emailed requests they can approve in one click
• Approvals trigger follow-up actions in Convertri or other tools

The kicker? Approvers don't need Convertri logins. Huge for agencies handling client approvals or enterprises coordinating across departments.

Real-World Use Cases That Actually Matter

1. Killing Spreadsheet Hell for Lead Approvals

Scenario: Your Convertri form collects enterprise demo requests. But not every lead gets a sales call - maybe they need 500+ employees or specific tech stack.

The Fix: Auto-create ApproveThis requests for each submission. Sales ops gets an email with lead details and custom qualification checklist. Approved leads flow back into your CRM; rejects get automated nurture emails.

Who Benefits:

• Marketing teams tired of sales complaining about lead quality
• B2B companies with complex ICP definitions
• Agencies handling lead filtering for multiple clients

2. Stopping Discount Abuse Before It Starts

Scenario: Your Convertri checkout page has a coupon field. Suddenly everyone's using "SUMMER50" - even though it was meant for enterprise annual contracts.

The Fix: Trigger approval requests for any coupon use over 20% off. ApproveThis checks against your deal desk rules. Suspicious discounts get flagged for manual review before the order processes.

Who Benefits:

• E-commerce teams running targeted promotions
• Startups with evolving discount strategies
• Companies using dynamic pricing models

3. Making Subscription Cancellations Actually Useful

Scenario: Customers cancel through Convertri... and you lose all context about why. Churn post-mortems become guessing games.

The Fix: Auto-create approval requests that require CS managers to document cancellation reasons before finalizing. Bonus: Set rules to auto-approve cancellations with exit surveys completed.

Who Benefits:

• Product-led growth companies
• Teams with complex cancellation policies
• Companies tracking churn reasons across segments

Setting This Up Without Losing Your Mind

Here's the 5-minute version:

1. In Zapier, create a new Zap
2. Choose Convertri as the trigger (new form submission, sale, etc.)
3. Connect ApproveThis as the action ("Create Request")
4. Map Convertri data to approval request fields
5. Set approval rules in ApproveThis (who decides what)

Pro Tip: Use ApproveThis' calculated fields to auto-approve/deny based on Convertri data. Like auto-approving refunds under $100 if the customer completed your feedback survey.

Why This Isn't Just Another Integration

Most approval tools treat every request the same. ApproveThis adds layers that actually match how marketing teams operate:

Dead Simple for External Approvers

Client needs to sign off on the funnel you built? They get an email - no account needed. Approved? The Convertri page goes live automatically. No more "Hey, did you check that email from three weeks ago?"

Vacation Coverage That Doesn't Suck

Your CMO is out rock climbing? Approval requests auto-reassign based on org chart. No bottlenecks because someone's off-grid.

Audit Trails That Make Compliance Happy

Every approval decision ties back to the original Convertri submission. When auditors come asking about that sketchy discount, you've got timestamps, approver comments, and policy references all in one place.

Who Gets the Most Mileage

Marketing Agencies

Client approvals for landing page copy? Set up sequential approvals where the agency PM reviews first, then the client stakeholder. All without giving clients access to your Convertri account.

E-Commerce Teams

Require inventory manager approval for high-volume orders that might strain stock. Auto-approve repeat customers under certain thresholds.

Product-Led SaaS Companies

Trigger approval workflows when free trial users request enterprise features. Product managers can approve while tracking which features drive upgrades.

The Bottom Line

If Convertri is your growth accelerator, ApproveThis is the traction control. You still move fast - you just avoid spinning out when unexpected obstacles hit.

This isn't about adding bureaucracy. It's about scaling your ability to make good decisions as fast as you're generating opportunities. The companies that nail this balance? They outpace competitors while sleeping better at night.

Next Steps: If you're using Convertri for more than brochure sites, it's time to get a custom demo showing exactly how approval automation would work for your specific funnels and workflows.