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ActiveTrail Integration

ApproveThis manages your ActiveTrail Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

When Approval Bottlenecks Meet Marketing Mayhem

Let's face it - most marketing teams spend more time chasing signatures than actually creating campaigns. Meanwhile, your ops team's drowning in spreadsheets trying to track which VP approved what discount code. This isn't just annoying; it's costing you real money in delayed launches and missed opportunities.

That's why combining ApproveThis' approval automation with ActiveTrail's marketing muscle isn't just convenient - it's a strategic power move. We're talking about turning your "approval chain" from a rusty anchor into a turbocharger for customer engagement.

Why This Combo Works Better Than Coffee

ActiveTrail excels at executing campaigns, but let's be real - getting those campaigns approved feels like passing notes in middle school. ApproveThis cuts through the bureaucracy without requiring your CMO to learn new software. Key advantages:

  • Zero License Headaches: External partners can approve directly via email (no ActiveTrail logins required)
  • Real-Time Accountability: See exactly who's sitting on campaign approvals instead of playing detective

For marketing teams, this means launching holiday sales before the season ends. For operations, it's about audit trails that don't require IT forensics. And for leadership? Finally understanding why Q4 campaigns get approved in January.

Four Ways This Duo Saves Your Sanity

1. Auto-Segment Contacts When Approvals Hit

The Problem: Your sales team closes a enterprise deal requiring custom nurture sequences. By the time legal approves the comms, the client's already getting generic bulk emails.

The Fix: Connect ApproveThis' "New Request" trigger to ActiveTrail's contact grouping. Example workflow:

Enterprise contract gets approved → Auto-add decision-makers to high-touch VIP segment → ActiveTrail triggers personalized onboarding sequence

Who benefits: B2B companies with complex sales cycles, agencies managing multiple client approval processes

2. Unsubscribe Alerts That Actually Prevent Churn

The Problem: Contacts quietly opt out until you're basically emailing yourself. By the time you notice, retention's tanked.

The Fix: ActiveTrail's unsubscribe trigger → ApproveThis request → Immediate customer success review

Real-world example: A SaaS company reduced involuntary churn 22% by auto-flagging enterprise account unsubscribes for account manager review within 1 hour.

3. Approval-Proof Your Contact Data

The Problem: Sales updates a key contact's role in ActiveTrail... and the change gets lost in Slack until the next campaign bombs.

The Fix: ActiveTrail contact updates → ApproveThis workflow requiring marketing lead sign-off → Updated segments in <2hrs

Bonus: Use ApproveThis' calculated fields to auto-flag high-value title changes (e.g., "Director → VP") for priority handling.

4. SMS Alerts for Mission-Critical Approvals

The Problem: Urgent campaign approvals get buried under 200 unread emails. Result? Missed deadlines and frantic all-hands meetings.

The Fix: ApproveThis decisions trigger ActiveTrail SMS alerts to:

  • Demand gen teams when promo codes are approved
  • Sales ops when pricing exceptions get denied
  • Legal when high-risk content needs immediate attention

Setting This Up Without Losing Your Mind

No, you don't need a PhD in Zapierology. Here's the 30-second version:

  1. Connect both apps in Zapier (takes 2 minutes)
  2. Pick your trigger (e.g., "Request Approved" in ApproveThis)
  3. Choose the outcome (e.g., "Send SMS" via ActiveTrail)
  4. Test with a real approval (Pro tip: Use your CEO's phone number for SMS tests. They love this.)

Key settings to tweak:

Approval Thresholds: Auto-approve routine updates under $500 to prevent inbox spam
Vacation Delegation: Avoid campaign delays when approvers are OOO
Conditional Logic: Route enterprise-level approvals to C-suite, small updates to team leads

Who Gets Their Life Back

Marketing Teams

Stop babysitting approval emails. Get real-time SMS alerts when campaigns get greenlit. Auto-update segments based on approved content calendars.

Sales Ops

Ensure pricing exceptions get approved before deals stall. Automatically log all approvals in ActiveTrail contact notes for clean handoffs.

Customer Success

Flag at-risk accounts instantly when unsubscribes happen. Escalate renewal offers with legal pre-approvals baked in.

Finance

Enforce budget guardrails with auto-escalations for overspend. Audit trails that actually match your ActiveTrail data.

This Isn't Just About Saving Time

Yeah, you'll reclaim about 7 hours weekly that used to be spent chasing approvers. But the real win? Closing the gap between decision-making and execution.

When your marketing engine isn't waiting on paperwork, you can:

- Launch flash sales while competitors are still in committee
- Personalize at scale without risking compliance fires
- Actually trust that approved campaigns match what goes live

And because ApproveThis doesn't require approvers to log into ActiveTrail, you eliminate the whole "I forgot my password" circus that delays 38% of campaigns (actual stat from our customer surveys).

Ready to Stop Being a Human Reminder Bot?

There's a reason companies between 200-1000 employees crush their growth targets with this setup - it turns approval bottlenecks into competitive advantages.

Either keep doing what you're doing, or:

Start Your Free ApproveThis Trial (takes 2 minutes)
or
Book a Live Demo (we'll show how 12 ActiveTrail clients cut approval delays by 64%)

P.S. If you're still manually forwarding approval emails, your future self will hate you. Just saying.

🥳

Integrate with ActiveTrail 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.

Learn More

Best Approval Workflows for ActiveTrail

Suggested workflows (and their Zapier components) for ActiveTrail

Add ActiveTrail contacts to groups for new ApproveThis requests

Easily manage new approval requests by automatically adding relevant contacts to ActiveTrail groups. This automation bridges communication gaps by ensuring the right contacts are informed of new workflows, saving you time and effort from manual updates.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

ActiveTrail Logo

Action

Add Contact to Group

Add a new or an existing contact to a specific group (The new contact will be created if not already exists).

Create ApproveThis requests for unsubscribed ActiveTrail contacts

When contacts unsubscribe from your marketing list, automatically create an approval request in ApproveThis to review communication policies. This ensures that you continuously improve engagement strategies, boosting retention efforts.

Zapier Components

ActiveTrail Logo

Trigger

Contact Unsubscribed

Triggers when a contact unsubscribes from receiving further emails.

Action

Create Request

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

Initiate new ApproveThis requests on ActiveTrail contact updates

Keep your team informed about important contact changes by initiating new approval requests in ApproveThis whenever ActiveTrail contact details are updated. Streamline collaboration by automatically involving necessary stakeholders in decision-making processes.

Zapier Components

ActiveTrail Logo

Trigger

Contact Updated

Triggers when a contact record in ActiveTrail is updated via the API (status or details).

Action

New Request

Triggers when a new approval request workflow is initiated.

Send SMS notifications for ApproveThis decisions

Automatically notify stakeholders via SMS when an ApproveThis request is approved or denied, ensuring timely communication and action. Appropriate for teams that need immediate updates on critical decisions without relying on email alone.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

ActiveTrail Logo

Action

Send SMS Message

Send an operational SMS message to a mobile phone number. Notice that not all countries are supported.