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ClickFunnels Integration

ApproveThis manages your ClickFunnels Integration approvals.

April 17, 2025

Integration Category: Website App Building

When Sales Machines Meet Approval Muscle

Let's cut through the fluff: ClickFunnels builds money-making pipelines, while ApproveThis keeps those pipelines from leaking approvals all over your org chart. Together, they're like giving your sales team nitro boosters while installing guardrails on the highway.

ClickFunnels handles the flashy stuff - landing pages, order forms, upsells. But when real businesses need to actually operate, that's where ApproveThis comes in. We're talking about the unsexy but critical layer of:

  • Legal signing off on course content
  • Finance approving large orders
  • Ops greenlighting inventory purchases

Here's the kicker: ApproveThis approvers don't need ClickFunnels logins. Your external partners can approve contracts via email while your sales team keeps rocking their ClickFunnels dashboards. No more "I'm locked out of the system" excuses from your CFO.

Four Ways This Combo Actually Works on Monday Morning

1. Course Quality Control That Doesn't Slow Down Launches

Marketing teams love pumping out new courses in ClickFunnels. Compliance teams love migraines. Connect the two through ApproveThis:

Real Example: When a course completion triggers in ClickFunnels, ApproveThis automatically routes it to your QA lead. They review video transcripts and quiz results directly in the approval request. If it passes, the contact gets tagged for certification. If it fails, the course creator gets an automatic revision task.

2. High-Ticket Sales That Don't Terrorize Accounting

Your sales team closes a $25k package in ClickFunnels. Instead of Slack pings to the CFO, ApproveThis automatically:

  1. Checks if the deal exceeds $20k
  2. Routes to Finance if it does
  3. Auto-approves if under threshold

Bonus: ApproveThis' calculated fields automatically add commission calculations to the approval request. No more back-and-forth about "Who promised what?"

3. Bulk Enrollment Approvals That Scale

Enterprise clients want 50 seats in your course? The enrollment triggers in ClickFunnels, which kicks off an ApproveThis workflow requiring:

  • Sales manager approval
  • CS team capacity check
  • Legal T&C review

All while the ClickFunnels contact sits in a "Pending Approval" sequence instead of getting lost in someone's inbox.

4. Post-Approval Tagging That Actually Works

When an ApproveThis decision comes through (approved/denied/revision needed), Zapier automatically tags the ClickFunnels contact. No more:

"Wait, was this client approved for the premium package?"
"Did legal ever sign off on their NDA?"
"Why is this lead getting upsell emails when finance rejected them?"

Tags become your source of truth across teams.

Setting This Up Without Losing Your Mind

We've seen teams implement this in 23 minutes flat. Here's the cheat code:

Step 1: Connect the Pipes

Create a Zapier account if you don't have one (you probably do). Connect ClickFunnels and ApproveThis as apps. Choose your trigger:

- New course completion
- Enrollment created
- Payment received
- Etc.

Step 2: Build Your Approval Logic

In ApproveThis, create a template that matches the ClickFunnels trigger. Pro tips:

- Use calculated fields to auto-populate deal size, course type, or client tier
- Set approval thresholds to auto-approve/reject based on rules
- Add custom fields for approver comments that sync back to ClickFunnels notes

Step 3: Test With Real Data

Run a test transaction in ClickFunnels. Watch it flow into ApproveThis. Have someone approve/deny it. Verify the tag applies in ClickFunnels. Tweak as needed.

Who Actually Cares About This Integration?

Sales Teams

Stop playing approval secretary. Your ClickFunnels deals automatically route through legal/finance while you keep selling. Vacation delegation means approvals never stall because someone's at a conference.

Course Creators

Launch courses faster without waiting for "final final FINAL approval" emails. Built-in revision tracking in ApproveThis keeps all feedback organized and actionable.

Operations

Real-time dashboards show exactly which ClickFunnels initiatives are bottlenecked. Approval analytics help identify if specific courses/offers need process tweaks.

Executives

See approval rates, cycle times, and compliance stats across all ClickFunnels activities. No more surprise audit findings because approvals were handled in DMs.

This Isn't "Just Another Integration"

ClickFunnels handles the "chaos creation" part of your business - the flashy launches, the urgency builders, the limited-time offers. ApproveThis handles the "adult supervision" part - making sure growth doesn't outpace compliance, that big deals get proper oversight, that your best clients get white-glove treatment.

The magic happens when these two systems talk through Zapier:

- No more manual data entry between systems
- No more approval black holes
- No more client-facing delays because someone forgot to check their email

Ready to stop being a human router between ClickFunnels and your approval processes? Get started with ApproveThis or schedule a live demo to see exactly how this plays out in your stack.

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Integrate with ClickFunnels 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 ClickFunnels

Suggested workflows (and their Zapier components) for ClickFunnels

Create approval requests in ApproveThis for completed courses in ClickFunnels

Ensure each course completion is reviewed for quality assurance with this integration. When a contact completes a course in ClickFunnels, a new approval request is automatically created in ApproveThis for a supervisor to assess the course quality.

Zapier Components

ClickFunnels Logo

Trigger

Contact Completed Course

Triggers when a new or existing Contact completed a Course.

Action

Create Request

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

Tag ClickFunnels contacts after approval decision in ApproveThis

Streamline your contact management by automatically tagging ClickFunnels contacts after an approval request is reviewed in ApproveThis. This helps categorize contacts based on the outcomes of decisions in your approval workflows.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

ClickFunnels Logo

Action

Apply Tag to Contact

Applies a tag to a contact if it does not exist

Initiate approval for new course enrollments from ClickFunnels

Automatically start an approval workflow in ApproveThis whenever a new course enrollment is recorded in ClickFunnels. This ensures enrollments are consistently reviewed and approved by the academic team before the course begins.

Zapier Components

ClickFunnels Logo

Trigger

Course Enrollment Created for Contact

Triggers when a Contact is Enrolled in a Course.

Action

Create Request

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

Create ApproveThis requests for paid orders in ClickFunnels

Securely manage your sales workflow by creating a new approval request in ApproveThis every time a one-time order is paid in ClickFunnels. This enables sales leaders to review and approve transactions before finalizing order processing.

Zapier Components

ClickFunnels Logo

Trigger

One-Time Order Paid

Triggers when a customer pays a one-time order.

Action

Create Request

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