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HeyReach Integration

ApproveThis manages your HeyReach Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

When Outreach Meets Oversight

Let’s be real – nothing kills momentum faster than chasing down sign-offs. Marketing teams live in HeyReach launching campaigns, sales teams are juggling prospect replies, and someone’s always OOO when you need them. This is where ApproveThis comes in like a caffeinated project manager that never sleeps.

By connecting HeyReach’s outreach muscle with ApproveThis’ approval spine through Zapier, you’re basically building guardrails on the autobahn. Campaigns move fast, decisions happen faster, and nobody’s stuck playing CC tag in Slack. We’ve seen teams cut approval delays by 60% – which matters when leads ghost you after 24 hours.

Why This Combo Doesn’t Suck

HeyReach handles the “doing” – blasting campaigns, managing replies, scaling outreach. ApproveThis handles the “deciding” – who needs to sign off, when, and based on what rules. Together, they solve three big headaches:

1. No More “Who Approved This?!”

That time Sales blasted a discount without Finance’s sign-off? Yeah. With calculated fields in ApproveThis, you can auto-route discounts over 15% to the CFO while letting sales managers handle smaller deals. All triggered by HeyReach campaign data.

2. Clients Won’t Hate You Anymore

Agency folks – this one’s gold. Client approvals on campaigns usually mean sharing HeyReach logins or worse, PDFs. Now clients get email approvals from ApproveThis (no extra HeyReach seats needed) while your team keeps control of the actual platform.

3. The Vacation Paradox Solved

Marketing lead on PTO? ApproveThis automatically shifts approvals to their backup based on HeyReach campaign types. No more “per my out of office” reply chains.

Real Uses for Real Teams (No Fluff)

Use Case 1: Campaign Launches That Don’t Require a Séance

Problem: Your best campaign idea dies in legal review for 2 weeks.
Fix: Auto-create ApproveThis requests when HeyReach campaigns finish drafting. Legal gets structured context:
- Sample messages
- Target lead lists
- Compliance checklist
Who needs this: Fintech companies, healthcare recruiters, anyone with compliance teams slower than DMV lines.

Use Case 2: Hot Prospects Don’t Get Cold

Problem: A CEO replies “Interested” at 8 PM – your AE is offline.
Fix: HeyReach message replies trigger ApproveThis requests that:
1. Alert available sales reps via email/Slack
2. Provide prospect context from CRM
3. Lock in response SLAs
Who needs this: SaaS teams closing enterprise deals, agencies managing high-value clients.

Use Case 3: Approval-to-Outreach Autopilot

Problem: Contract gets signed, but nobody triggers the onboarding campaign.
Fix: When ApproveThis confirms legal sign-off, HeyReach automatically:
- Adds lead to onboarding sequence
- Triggers welcome email
- Notifies CS team
Who needs this: Scaling startups where handoffs between sales and CS cause leaks.

Setting This Up Without Losing Your Mind

Zapier’s the glue here. You’ll need:
1. ApproveThis account (obviously)
2. HeyReach connected to Zapier
3. 22 minutes (we timed it)

Basic Flow:
HeyReach trigger (campaign done/message reply) → Zapier filters → ApproveThis creates request → Approvers do their thing → Approved? HeyReach takes next action.

Pro Tip: Use ApproveThis’ calculated fields to auto-approve small-budget campaigns or escalate big spends. No human needed until money’s on the line.

Which Teams Stop Looking Like Clowns

Marketing:

Finally prove campaigns are approved before launch. Legal stops micromanaging every comma.

Sales Ops:

Deal desk approvals happen in hours, not days. Use approval thresholds to auto-OK common discounts.

Agencies:

Client sign-offs happen in ApproveThis without giving them HeyReach access. Bill for revisions? That’s on you.

Finance:

See every campaign budget approval tied to actual HeyReach spend data. No more spreadsheet exorcisms.

The Part Where We Ask For Something

If you’re still manually screenshotting HeyReach campaigns for approvals, I have questions. Mainly: why?

ApproveThis works because:
- Approvers don’t need HeyReach seats (cha-ching)
- You set rules once, then actually take lunch breaks
- Everyone sees the same real-time status (no “I thought YOU approved it!”)

Book a 12-minute demo or just start a free trial. Either way, stop letting approvals be the bottleneck your competitors laugh about.

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Integrate with HeyReach 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 HeyReach

Suggested workflows (and their Zapier components) for HeyReach

Create approval requests for completed HeyReach campaigns

Ensure your completed campaigns are approved and processed in a structured manner. This integration adds an approval step to manage campaign results effectively, creating a request in ApproveThis whenever a HeyReach campaign ends. This ensures that campaigns get reviewed promptly for final actions.

Zapier Components

HeyReach Logo

Trigger

Campaign Completed

Triggers when a campaign finishes.

Action

Create Request

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

Create approval requests for new HeyReach message replies

Streamline your response strategy with automated approval workflows. Every time a prospect replies to a HeyReach message, this automation creates a corresponding request in ApproveThis, ensuring all communications are reviewed and replied to effectively.

Zapier Components

HeyReach Logo

Trigger

Message Reply Received

Triggers when a prospect replies to a message.

Action

Create Request

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

Send HeyReach campaign messages when new approval requests start

Automate your outreach by ensuring timely follow-ups whenever a new approval request is initiated in ApproveThis. This integration sends a message through a HeyReach campaign, helping maintain continuity in communication during critical decision phases.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

HeyReach Logo

Action

Message Sent

Triggers when a message is sent from a campaign.