ApproveThis manages your Retently Integration approvals.

When Survey Data Meets Approval Automation

Let's be real – most companies treat customer feedback like a participation trophy. You collect NPS scores, CSAT surveys, CES metrics... and then what? Those insights get stuck in spreadsheets while your team argues about priorities in yet another Zoom call. That's where ApproveThis and Retently come in clutch.

Retently handles the heavy lifting of gathering customer sentiment. ApproveThis cuts through the decision paralysis. Connect them via Zapier, and you've got a system that automatically routes critical feedback to the right people, enforces accountability, and turns "we should really fix that" into actual projects.

Why This Combo Works for Mid-Sized Companies

If you're managing 50-5,000 employees, you've likely got:

• Customer success teams drowning in survey data
• Department leads arguing over resource allocation
• Legal/Finance teams that slow everything down

ApproveThis handles the bureaucratic stuff (approval chains, compliance checks) while Retently keeps the customer voice loud and clear. Together, they help you:

• Reduce 3-day email threads to 3-click approvals
• Auto-prioritize feedback that impacts revenue
• Keep external clients/vendors in the loop without license headaches

Real-World Use Cases (No Fluff)

1. Escalate Fire Drills, Not Just Surveys

The Setup: When Retently detects a CSAT score below 3/5, Zapier triggers an ApproveThis workflow requiring immediate sign-off from Customer Support and Product teams.

Who Cares: SaaS companies with SLAs. Instead of waiting for weekly reports, your team gets instant alerts on at-risk accounts. Approvers can greenlight custom retention offers or feature prioritization without leaving their inbox.

2. Kill Zombie Projects with Data

The Setup: Retently's quarterly NPS update auto-generates an ApproveThis request to renew/axe underperforming features. Requires consensus from Engineering, Marketing, and CFO.

Who Cares: Product managers tired of legacy features dragging down KPIs. Combines customer sentiment with hard ROI calculations using ApproveThis' Calculated Fields to show maintenance costs vs. satisfaction impact.

3. Legal Team as Enablers, Not Gatekeepers

The Setup: Negative feedback about contract terms? Retently triggers an approval chain where Legal reviews proposed changes before Sales makes promises they can't keep.

Who Cares: B2B companies with complex sales cycles. Uses ApproveThis' Sequential Approval Groups to ensure Legal only gets involved when absolutely necessary (no more CC'ing them "just in case").

Features You'll Actually Use

We're not here to sell you chatbot integrations your team will ignore. These matter:

Email Approvals That Don't Suck

Approvers can reject/approve requests directly from Gmail or Outlook. No logins, no passwords – crucial when dealing with external partners who shouldn't need full Retently access.

Vacation Mode for Grown-Ups

When your Head of Product is hiking the Andes, ApproveThis auto-reassigns their approvals to the interim lead. Retently data stays synced, so nobody uses "waiting on feedback" as an excuse.

Thresholds That Prevent Micromanaging

Auto-approve routine CSAT updates under $500 impact. Only escalate the big stuff. Uses Retently's metric scoring combined with ApproveThis' conditional logic to filter noise.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting. If you can forward an email, you can handle this:

1. Connect Retently to Zapier (takes 2 minutes)
2. Pick your trigger: New survey response, score change, etc.
3. Map critical Retently data to ApproveThis fields (customer name, score, comments)
4. Set approval rules: Who needs to sign off? What's the SLA?

Pro Tip: Use ApproveThis' Dynamic Fields to auto-calculate things like "Estimated Revenue Impact" based on survey scores before routing to Finance.

Who Wins Besides Your Customers?

Customer Success Teams

Stop being the messenger that gets shot. Route feature requests directly to Product via pre-approved workflows. Show impact with real data instead of hallway conversations.

Finance & Legal

Get context with every request – see the exact survey response that triggered a budget change. No more guessing why Marketing suddenly needs $20K for "urgent branding fixes."

Execs

ApproveThis' dashboard shows which feedback gets stuck where. If R&D approvals take 3x longer than Sales, you know where to streamline.

The Bottom Line

Retently tells you what customers want. ApproveThis gets it done without the bureaucratic circus. Together, they help companies between 50-5,000 employees actually use their survey data instead of just collecting it.

This isn't about replacing human judgment – it's about eliminating the crap that slows good decisions. When a detractor survey can auto-trigger a discount approval while the customer's still angry? That's how you turn feedback into retention.

Ready to Stop Talking About Feedback Loops?

If you're using Retently (or any survey tool), ApproveThis adds the teeth your process lacks. No more "We'll discuss in Q2 planning."

Next Steps:

1. Book a 12-minute demo – we'll show how to connect your Retently data
2. Or start a free trial and use our pre-built Zapier templates

Either way, you'll finally close the loop between "your customers are talking" and "your company is doing."