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Act-On Integration

ApproveThis manages your Act-On Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

When Bureaucracy Meets Marketing Automation

Let's be real - nothing kills campaign momentum faster than waiting for Janet from legal to approve your email copy while your promo deadline looms. ApproveThis and Act-On working together through Zapier is like giving your marketing ops team a bureaucratic bypass surgery. We handle the red tape, you handle the revenue.

ApproveThis isn't just another checkbox tool. It's built for companies where every campaign launch requires 3 sign-offs minimum and "urgent" requests get lost in Slack purgatory. When connected to Act-On's marketing automation muscle, you get:

  • Approval workflows that actually keep pace with campaign timelines
  • Zero manual data entry between systems (we know you're sick of that)
  • Automatic paper trails for compliance without the spreadsheet nightmares

Why This Combo Doesn't Suck

Act-On's good at moving leads through funnels. ApproveThis is good at moving requests through bureaucracies. Together? They fix the hidden bottleneck in your marketing ops: human decision-making.

Here's the kicker - approvers don't need Act-On licenses. Your external agency can approve campaign budgets without getting access to your entire marketing automation platform. Legal can vet compliance docs without seeing your lead scoring models. It's like airlock security for your marketing tech stack.

Real-World Use Cases That Don't Feel Like Corporate BS

1. Auto-Approved Lead Handoffs

Picture this: A high-value lead comes through your Act-On landing page. Instead of your sales team Slack-bombing managers for approval to prioritize the lead, ApproveThis automatically triggers:

How it works: Act-On form submission → ApproveThis request with lead score + deal size → Auto-approve if criteria met → Push to sales team with context

Who actually uses this: SaaS companies with inside sales teams needing fast lead routing without manual oversight.

2. Compliance Checks That Don't Require a Law Degree

Your content team creates a new email campaign in Act-On. Instead of playing email tennis with legal:

The fix: Act-On campaign draft → ApproveThis workflow with mandatory legal/marketing/compliance reviews → Parallel approvals → Auto-publish if cleared

Real results: A cybersecurity client cut campaign launch delays from 5 days to 8 hours using approval thresholds for low-risk content.

3. Budget Approvals That Don't Require Begging

Marketing team needs to increase Act-On ad spend. Instead of PDF forms that get lost:

The flow: Act-On performance data → ApproveThis request with ROI calculations → Escalate to CMO if over $10k → Auto-update Act-On budget

Pro tip: Use calculated fields to auto-flag requests needing CFO review based on YTD spend.

Setup That Won't Make You Want to Quit

1. Connect the dots: Create your Zapier workflow between Act-On and ApproveThis
2. Map your chaos: Set approval rules matching your existing process (but actually logical)
3. Test drive: Run a fake request through legal to watch them panic before realizing it's a drill

Key thing to remember: ApproveThis sits between Act-On and your human bottlenecks. No need to rebuild existing Act-On workflows - just plug into the approval choke points.

Department-Specific Wins

For Marketing Ops:

Stop being the approval nag. Set up automatic reminders in ApproveThis that ping slacky approvers without you needing to chase. Vacation coverage rules mean July campaigns don't die because Karen from compliance is at the beach.

For Finance:

Get real-time visibility into pending marketing spends without attending 17 standups. Approval thresholds auto-approve small budget shifts but force bigger requests to your desk with all the context attached.

For External Partners:

Agencies get branded approval portals instead of email threads. They see only what's relevant to their work, you maintain control over Act-On access. Everyone stops CC'ing the whole damn company.

Why This Beats Building In-House

We've all seen teams try to hack approval processes together with Act-On alone. It works until:

- Someone leaves the company and approvals grind to a halt
- You need to update compliance rules across 27 different workflows
- The CFO asks for an audit trail from last quarter's campaigns

ApproveThis adds governance without the headache. Approval groups keep responsibilities clear. Version control means you can update processes without breaking existing automations. And the activity log? Let's just say your compliance team might actually smile for once.

No-BS Next Steps

If your Act-On instance has more pending approvals than actual campaigns, it's time to:

1. Grab an ApproveThis trial (takes 8 minutes)
2. Connect to Act-On via Zapier
3. Automate one approval process that's currently driving you insane

Worst case? You save 3 hours a week on approval babysitting. Best case? You finally hit those quarterly campaign targets because you're not waiting on Bob from accounting to press "approve".

Wait, Does This Actually Work?

Look, we're not claiming this will make approvals fun. But here's what we consistently see:

- 68% faster approval cycles across marketing teams
- 90% reduction in "Did you approve that?" slack messages
- Actual adoption by legal/compliance teams (shocking, we know)

The secret sauce? ApproveThis doesn't try to replace Act-On - it just handles the human bottlenecks Act-On wasn't built to manage. You keep using the same forms and workflows, just without the manual nagging and follow-ups.

Cool Features You'll Actually Use

Beyond basic approvals, here's where things get interesting:

Approval Thresholds

Auto-approve Act-On budget increases under $5k but require CFO sign-off for bigger spends. Uses real-time data from your existing systems.

Vacation Coverage

Legal approver out? Automatically reroute requests to their backup without breaking SLAs.

Conditional Routing

Enterprise deals get VP approval, SMB leads auto-route to sales. All based on Act-On lead scoring data.

Common Objections (And Real Answers)

"We already have processes"

Great! Connect them to Act-On instead of keeping them in email purgatory. Existing PDF forms? Keep using them - ApproveThis can ingest the data automatically.

"Our approvals are too complex"

We handle multi-region approvals with 15+ stakeholders. Your marketing ops approvals are probably simpler than that.

"We're locked into [legacy system]"

So keep using it. ApproveThis integrates at the approval layer without disrupting existing tools.

Bottom Line

If your marketing team's velocity is limited by approval bottlenecks more than actual creativity or budget, you're leaving revenue on the table. ApproveThis + Act-On through Zapier is how grown-up companies handle governance without becoming bureaucratic nightmares.

Get started before your next campaign gets stuck in approval limbo. Or keep forwarding emails to Susan in legal and hoping for the best - your call.

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Integrate with Act-On 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 Act-On

Suggested workflows (and their Zapier components) for Act-On

Add new ApproveThis requests to Act-On marketing list contacts

Streamline your approval process and marketing efforts by automatically adding new ApproveThis approval requests to your Act-On marketing lists. This integration helps ensure that every approved contact is instantly recognized as a potential marketing lead. Activate this automation to keep your marketing lists accurately updated with approved contacts, enhancing your engagement strategies.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Act-On Logo

Action

Add Contact to Marketing List

Add a contact to a specific marketing list

Create ApproveThis requests from new Act-On form submissions

Automate your approval workflow by creating a new ApproveThis request whenever there is a new form submission in Act-On. This automation empowers your team to immediately initiate an approval process, ensuring that vital data from form submissions are acted on without delay. This efficient workflow transformation saves time and resources.

Zapier Components

Act-On Logo

Trigger

New Form Submission

Triggers when a form is submitted.

Action

Create Request

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

Update Act-On contacts when ApproveThis requests are completed

Keep your Act-On contact database up-to-date by automatically modifying contacts when a request in ApproveThis is approved or denied. Use this integration to ensure that all information is consolidated and updated, letting your marketing team work with the most accurate data available, thus improving strategic outreach efforts.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Act-On Logo

Action

Update or Create Contact in All Contacts by Email

Updates an existing contact or creates a new one if not found in All Contacts. A contact is identified by their email address.