ApproveThis manages your Retention.com Integration approvals.

Why These Two Tools Are Better Together

Let’s cut to the chase: Retention.com finds your lost customers, and ApproveThis makes sure you actually do something about them. Together, they’re like that annoyingly efficient coworker who actually follows up on leads – except without the passive-aggressive Slack messages. For companies juggling marketing campaigns, client approvals, or compliance checks, this integration turns “we’ll circle back” into “done.”

The Reality Check

Retention.com identifies anonymous website visitors and turns them into actionable leads. ApproveThis forces humans to make decisions about those leads. Connect them via Zapier, and you’ve got a system where:

• New leads automatically trigger approval workflows
• Marketing teams stop chasing down signatures
• Compliance gets baked into the process

Who Actually Benefits from This?

If your company has a “we need to move faster but also not get sued” department (hint: that’s everyone), this integration matters. Here’s how different teams win:

Marketing Teams: Stop Leaving Money on the Table

Example: An e-commerce company uses Retention.com to identify 500 abandoned cart visitors daily. Without approvals, the marketing team either spams everyone (risking unsubscribes) or second-guesses which segments to target. With ApproveThis:

New leads trigger an approval workflow where the CMO approves high-value segments, junior staff handle routine follow-ups, and legal reviews GDPR-compliant messaging – all before lunch.

Operations: Kill the Spreadsheet Jockeys

SaaS companies using Retention.com often drown in unprocessed leads. One client automated approvals for trial users hitting specific engagement thresholds. Result? Their ops team reduced manual review time by 70% and redirected that energy toward actual customer onboarding.

External Collaborators: Clients Who Can’t Be Bothered to Log In

Agencies love this part: ApproveThis lets external clients approve campaigns or contact lists via email – no Retention.com license required. One digital agency cut their client approval times from 5 days to 8 hours by replacing “I’ll check with the team” with a single-click approve/reject button in stakeholders’ inboxes.

Real-World Use Cases That Don’t Suck

Use Case 1: “Should We Email This Lead?” → Decided in 10 Minutes

Problem: A fintech company using Retention.com hesitated to contact high-value leads without legal and compliance reviews. Manual routing via email caused 3-day delays.

Solution: Zapier triggers an ApproveThis workflow for leads over $250K potential value. Legal gets first approval rights, compliance checks for regulatory flags, and sales receives auto-notified greenlit leads. Average decision time: 10 minutes.

Use Case 2: Client Approvals Without the 27-Email Threads

Problem: A marketing agency’s clients ignored Retention.com dashboards but demanded final approval on outreach lists.

Solution: New Retention.com contacts auto-generate an ApproveThis request sent to client emails. Clients approve/reject via email without logging into anything. Bonus: ApproveThis’s audit trail shut down the “I never approved that!” excuses.

How to Set This Up Without Losing Your Mind

Step 1: Create a Zapier account (if you don’t have one).

Step 2: In Zapier, set Retention.com as the trigger app for “New Contact Added.”

Step 3: Connect ApproveThis as the action app. Map Retention.com’s contact data to an approval workflow template. Pro tip: Use ApproveThis’s Calculated Fields to auto-flag high-value leads for executive review.

Step 4: Activate the Zap. Test it by creating a dummy contact in Retention.com to ensure approvals route correctly.

Features You’ll Actually Use

Don’t just take our word for it – here’s how ApproveThis makes Retention.com better:

Approval Thresholds: Autopilot for Small Decisions

Example: Auto-approve leads under $1K potential value, escalate bigger fish to managers. One retailer processed 83% of leads without human intervention.

Vacation Delegation: No More “Out of Office” Black Holes

If your CMO is hiking in Patagonia, ApproveThis automatically reroutes approvals to their deputy. Because waiting 3 weeks to approve a lead defeats the purpose of using Retention.com.

Real-Time Tracking: Stop the “Where Are We?” Meetings

ApproveThis’s dashboard shows exactly which Retention.com leads are stuck, approved, or rejected. Legal teams love the timestamped audit trails when auditors come knocking.

The Bottom Line

Retention.com finds opportunities. ApproveThis ensures you act on them without bureaucratic paralysis. Together, they’re not just another tech stack checkbox – they’re how mid-sized companies out-execute competitors stuck in “let’s take a meeting” purgatory.

Next step: Register for ApproveThis or schedule a demo. We’ll show you how to set up your first Retention.com approval workflow in 12 minutes flat.