ApproveThis manages your Broadly approvals.

When Reviews Meet Approvals: Why This Combo Works

Let’s get real: managing customer reviews (Broadly’s jam) and chasing down approvals (ApproveThis’ specialty) are about as exciting as watching paint dry. But here’s the thing – when you connect these two through Zapier, you’re not just automating tasks. You’re fixing the “why is this taking so long?!” problems that make teams hate Mondays.

Broadly helps businesses nail customer communication and grow through reviews. ApproveThis cuts through approval gridlock. Together, they turn “waiting for sign-off” into “done, what’s next?” – which matters when you’re dealing with time-sensitive stuff like customer onboarding or campaign changes.

No More Approval Guesswork for Marketing Teams

Imagine your marketing team launches a promo via Broadly, but needs legal to approve the offer terms first. Without automation: endless Slack pings, missed emails, launch delays. With the integration: Broadly triggers an ApproveThis workflow the second the promo draft exists. Legal gets an email, clicks approve, and Broadly auto-publishes once it’s greenlit. No licenses needed for legal to review – they just click a link.

Real example: A 200-employee HVAC company uses this combo to approve seasonal discount campaigns. Their CMO told us it cut launch delays from 3 days to 4 hours. Not bad for setting up a Zap.

Operations Teams: Stop Herding Cats

Customer service ops teams juggle review responses, refund approvals, and policy updates. Broadly catches the negative review, ApproveThis routes it to the right manager based on dollar amount (using approval thresholds). If it’s over $500, it escalates to finance automatically. All before the customer rage-quits.

Bonus: ApproveThis’ vacation delegation means no more “Sorry, I’m OOO” bottlenecks. Escalations happen without you lifting a finger.

Three Ways This Integration Actually Works

1. New Customer? No More Approval Amnesia

The Zap: Broadly adds a customer → ApproveThis pings sales lead to vet account → Approved? CRM gets updated. Denied? Sales gets a task.

Who needs this: Marketing agencies white-labeling Broadly for clients. Lets clients approve new campaigns without getting access to the whole tool.

2. Unsubscribes That Don’t Tank Your Metrics

The Zap: Customer unsubscribes in Broadly → Triggers ApproveThis check: “Legit opt-out or pissed-off customer?” → Service team intervenes if needed.

Who needs this: Healthcare providers using Broadly for appointment reminders. Losing a patient because someone clicked “unsubscribe” by accident? Not anymore.

3. Approval-to-Customer Onboarding That Doesn’t Suck

The Zap: ApproveThis gets a new vendor approval → Broadly adds them as a customer → Auto-sends review request post-service.

Who needs this: Property management companies approving contractors. No more “Did we ever ask them to join Broadly?” chaos.

Setup: Easier Than Explaining TikTok to Your CEO

1. Connect via Zapier – you’ll need accounts for both tools.
2. Pick a trigger (e.g., “New Customer” in Broadly).
3. Choose the ApproveThis action (e.g., “Create Request”).
4. Map fields – keep it simple: Customer Name → Request Title, Notes → Comments.
5. Test with a $50 approval threshold. Did finance get notified? Cool, scale up.

Pro tip: Use ApproveThis’ calculated fields to auto-flag high-risk Broadly requests. Example: If a new customer’s estimated value exceeds $10K, route to execs.

Why This Isn’t Just Another Integration

Most CRMs and approval tools talk, but here’s what makes this duo different:

External approvers don’t cost you a dime: Your client’s legal team can approve Broadly campaigns without needing a Broadly license. They just click an email link. Same goes for contractors or partners.

Real-time math that matters: ApproveThis’ calculated fields can pull data from Broadly (e.g., campaign budget) to auto-route requests. No more manual “Is this over $5K? Let me check…”

Escalations that actually work: If Broadly flags a negative review mentioning “refund”, ApproveThis can escalate based on keywords, not just dollar amounts.

Teams That Should Care (And Why)

Marketing: Launch Faster, Panic Less

Your team’s sick of waiting on legal to approve Broadly review responses. Set thresholds: Under $100 discount offers auto-approve, over that goes to managers. Time saved: 6 hrs/week.

Customer Success: Stop Putting Out Fires

Negative Broadly review comes in → ApproveThis routes it to CS lead + relevant account manager. No more CC’ing everyone and hoping someone replies.

Operations: Approval Reports That Don’t Lie

ApproveThis’ dashboard shows how long Broadly requests take to approve. Find bottlenecks (looking at you, accounting dept) and fix them before Q4 hits.

Cool, But Does It Actually Work?

We’re not here to blow smoke. This integration won’t fix:

- Companies with zero defined approval processes (Garbage in, garbage out).
- Teams that still approve things via sticky notes.

But if you’ve got basic Broadly workflows and need to add guardrails without slowing down? It’s stupid effective.

Next Steps: Ditch the Approval Chaos

Look, you’ve got two options here:
1. Keep doing approvals manually, losing hours each week.
2. Try ApproveThis free for 14 days, connect it to Broadly via Zapier, and actually hit those Q3 deadlines.

Need a demo? We’ll show you how a 200-person retail company cut approval times by 70% using these exact Zaps. No sales fluff – just how it works.