ApproveThis manages your TellScale Integration approvals.

Why Approval Workflows Matter for Referral Programs

Let's cut to the chase - referral marketing lives and dies by speed. When your sales team finds a perfect candidate for your promoter program, you don't want them waiting three days for legal to approve the contract. When a top promoter refers a whale client, accounting shouldn't be scrambling to calculate their commission. This is where ApproveThis and TellScale turn "hurry up and wait" into "done and done."

ApproveThis handles the decision-making grind - routing requests, chasing approvals, enforcing policies. TellScale manages the referral engine - tracking promoters, measuring impact, calculating rewards. Together through Zapier, they create closed-loop automation where every approval directly impacts your promoter pipeline without manual data entry or follow-up emails.

How Mid-Sized Companies Bleed Time on Referral Approvals

Consider a 250-person SaaS company running a promoter program:

• Marketing needs legal to vet every new promoter agreement
• Finance manually calculates referral payouts
• Sales ops updates CRM records when promoters change tiers

Without automation, this becomes a game of spreadsheet telephone. ApproveThis acts as the traffic cop, ensuring each request hits the right desk with all necessary context. TellScale becomes the system of record, automatically reflecting approved changes. The result? Promoters get paid faster, legal reviews only what's necessary, and sales knows exactly who's active.

Three Killer Automations for Referral Programs

1. Auto-Escalate New Promoter Approvals

When TellScale detects a new promoter candidate, ApproveThis can:

• Route contracts to legal based on deal size thresholds
• Require manager approval for non-standard commission rates
• Auto-approve repeat promoters meeting performance criteria

Real impact: A cybersecurity firm reduced legal review time by 62% using approval thresholds. Contracts under $50k in potential deals auto-approve, while bigger deals get prioritized attention.

2. Sync Approved Promoters to Sales Teams

Once a promoter gets approved in ApproveThis, Zapier can:

- Create TellScale promoter profiles with tiered access levels
- Push approved referral links to sales enablement tools
- Trigger welcome sequences in your marketing automation platform

Real impact: An e-commerce brand cut 8 hours/week of manual data entry by connecting approved promoters directly to their Shopify loyalty program.

3. Update Promoter Status in Real-Time

When ApproveThis denies a payout request or approves a tier upgrade:

- TellScale automatically adjusts commission rates
- Finance systems receive updated payout instructions
- Sales dashboards reflect current promoter performance tiers

Real impact: A fintech company eliminated payout disputes by tying TellScale's referral metrics directly to ApproveThis' audit trails.

Why This Combo Works for Teams Outside Marketing

Finance Teams

ApproveThis' calculated fields automatically verify TellScale referral amounts against deal records. No more manual cross-checking between systems - payments either auto-approve or flag for review based on pre-set rules.

Legal Teams

Use ApproveThis' sequential approvals to ensure contracts get reviewed in the proper order (local counsel first, then corporate legal). All comments and versions stay attached to the original TellScale promoter record.

Sales Ops

When ApproveThis approves a promoter tier upgrade, TellScale automatically grants access to premium referral tools. No more manually adjusting permissions across six different platforms.

Setting Up Without the Headaches

Here's the no-BS guide to connecting ApproveThis and TellScale:

Step 1: In Zapier, choose your trigger (e.g., "New Promotor Created" in TellScale)

Step 2: Select ApproveThis' "Create Request" action

Step 3: Map TellScale fields to ApproveThis templates (pro tip: use calculated fields for commission formulas)

Step 4: Set approval rules - threshold amounts, required reviewers, escalation paths

Step 5: Connect approved decisions back to TellScale using webhooks or native actions

Most setups take under 45 minutes if you've predefined your approval rules. Use ApproveThis' vacation delegation to avoid bottlenecks when approvers are OOO.

The Hidden Advantage: External Approvals Made Simple

Here's what most teams miss - ApproveThis approvers don't need TellScale licenses. When you need external legal counsel to review promoter contracts or a client's procurement team to approve referral terms:

- They approve via email without logging into TellScale
- All decisions sync back to TellScale automatically
- Audit trails show exactly who approved what and when

This is huge for companies managing channel partners or global promoter networks. No more buying SaaS seats for people who just need to click "approve."

When to Consider This Integration

This combo makes sense if:

- Your referral program requires 2+ approval steps per deal
- Different departments (legal/finance/marketing) review promoter activity
- You're scaling beyond 50 active promoters
- Compliance requires detailed audit trails for referrals

It's overkill if you have a single approver handling everything manually in spreadsheets. But let's be real - that's not scaling anytime soon.

Bottom Line

ApproveThis + TellScale via Zapier isn't about flashy features - it's about eliminating the approval limbo that kills referral program momentum. When every validated promoter automatically flows into your systems, and every approved payout updates without manual work, you finally stop babysitting spreadsheets and start scaling relationships.

Ready to stop playing approval tag? Book a demo to see how it works, or start your free trial and connect your first Zap in under an hour.

FAQ

Q: Can we customize approval paths based on promoter tiers?
A: Absolutely - ApproveThis lets you create different workflows for different tiers, deal sizes, or regions.

Q: What if we need to modify approved requests?
A: Any changes in TellScale can trigger re-approvals through predefined rules, maintaining version control.

Q: How secure are the email approvals?
A: ApproveThis uses encrypted decision links and 2FA options. All actions log to your audit trail with timestamps.