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.
Integrate with Broadly 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 Broadly
Suggested workflows (and their Zapier components) for Broadly
Create approval request for new Broadly customers
When a new customer is added in Broadly, create an approval request in ApproveThis to vet account changes. This integration ensures consistent evaluation of new customer entries. *Note: Configure approval criteria in ApproveThis as needed.*
Zapier Components

Trigger
Customer Add
Triggers when a customer is added.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create Broadly customer for new approval requests
When a new approval request is received in ApproveThis, automatically create a new customer in Broadly. This integration streamlines onboarding processes by linking approval workflows with customer creation. *Note: Ensure required customer fields are mapped appropriately.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Create Customer
Creates a customer.
Initiate unsubscribe approval for Broadly customers
When a customer unsubscribes in Broadly, trigger an approval request in ApproveThis to review the change. This integration helps prevent accidental unsubscribes by adding a verification step. *Note: Adjust approval thresholds in ApproveThis as required.*
Zapier Components

Trigger
Customer Unsubscribe
Triggers when a customer unsubscribes.
Action
Create Request
Creates a new request, probably with input from previous steps.
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