ApproveThis manages your Ontraport Integration approvals.

Why Force Your Team to Jump Between Tools?

Let's cut to the chase: approvals suck when you're constantly switching between your CRM, email, spreadsheets, and whatever other tools your team uses. ApproveThis plugs directly into Ontraport via Zapier to handle the bureaucratic crap so you can focus on actually running your business.

Think of it like giving your approval processes a central nervous system. When someone buys a product in Ontraport? Auto-create an approval request. Need sign-off on a marketing campaign budget? Route it to the right people without manual data entry. This isn't just about saving time - it's about eliminating the "wait, where's that request?" chaos that costs mid-sized companies real money.

Where This Combo Hits Different

ApproveThis isn't another layer of software - it's the glue between Ontraport and the actual humans who need to make decisions. Here's what changes:

For Marketing Teams: No More Campaign Bottlenecks

Your Ontraport automations handle email sequences and lead scoring. Now pair that with approval workflows for things like:

• New campaign budgets over $5K auto-routed to CMO
• Contract approvals from affiliates/partners via email (no Ontraport logins needed)
• Automatic deadline reminders for content review cycles

Example: A coaching business launches a $20K webinar promotion. The moment Ontraport triggers the campaign, ApproveThis pings the CFO via email. She approves it during her morning coffee without logging into anything. The campaign goes live 8 hours faster.

For Sales Ops: Close Deals, Not Tickets

When Ontraport records a new high-ticket sale, ApproveThis can:

• Auto-route discount approvals to sales managers
• Trigger legal review for custom contracts
• Escalate overdue approvals to backup decision-makers

Real talk: One client cut their enterprise deal approval time from 72 hours to 9 by auto-creating requests in ApproveThis whenever Ontraport spots a deal over $50K.

For Finance: Actually Control Spending

ApproveThis' calculated fields and thresholds work with Ontraport purchase data to:

- Auto-approve routine vendor payments under $1K
- Flag duplicate transactions before they're processed
- Require dual approval for any expenses from new suppliers

Bonus: Approvers get a simple email with all context from Ontraport - no hunting through old records.

Four Ways This Integration Actually Gets Used

1. Keep Your CRM From Becoming a Graveyard

The Zap: New ApproveThis request → Create/update Ontraport contact

Why it matters: When sales submits a discount request, ApproveThis automatically adds the client's decision-maker to Ontraport with tags showing pending approvals. Marketing can exclude them from nurture campaigns until the deal closes.

2. Stop Revenue Leaks in High-Ticket Sales

The Zap: Ontraport product purchase → ApproveThis request

Real example: A SaaS company selling $25K/annual plans uses this to trigger immediate CSM assignments. While ApproveThis handles contract signing, Ontraport starts onboarding workflows. Result: 22% faster time-to-value for new clients.

3. Kill Manual Finance Workflows

The Zap: Ontraport transaction → ApproveThis request → Accounting system update

How one client uses it: Any Ontraport transaction over $10K auto-generates an approval request with profit margin calculations. Approvers see net impact on company finances before signing off. Reduced erroneous approvals by 67% in Q1.

4. Custom Post-Approval Actions (Without Dev Work)

The Zap: ApproveThis decision → Ontraport API call

Advanced move: When a request is approved, ApproveThis triggers Ontraport to enroll the contact in a high-ticket nurture sequence or add them to a premium membership group. Denied requests? Automatically send a revised offer.

Setup That Takes Less Time Than Your Daily Standup

1. Connect ApproveThis and Ontraport via Zapier (15 minutes max)
2. Map Ontraport triggers to approval types (e.g., product purchases → budget approvals)
3. Set thresholds so small potatoes auto-approve
4. Add backup approvers for vacations/PTO

Pro tip: Use ApproveThis' calculated fields to pull Ontraport data like lifetime customer value into approval requests. Suddenly, approvers have context to make actual informed decisions.

Why This Isn't Just Another Integration

ApproveThis adds three things Ontraport can't handle alone:

Human oversight where it matters: Automations are great until you need a real person to weigh in. This combo lets you insert approvals into Ontraport workflows without breaking stride.

External approvals without the license fees: Clients, vendors, or execs can approve via email without needing Ontraport access. Bonus: Full audit trail in ApproveThis.

Escalations that actually work: If an approver ghosts the request (we all have that one VP...), ApproveThis auto-pings their backup after a set time. No more stalled deals.

The Quiet Power of Boring Features

Underrated tools your team will abuse:

Approval thresholds: Auto-approve Ontraport-triggered requests under $500. Saves 37% of finance team's weekly grunt work.

Conditional routing: Route affiliate payouts to Legal only if over $10K. Everything else? Straight to accounting.

Vacation delegation: CFO out? ApproveThis temporarily reassigns all budget approvals to COO. No dropped balls.

Who This Actually Works For

This isn't a solution for solopreneurs. It's built for companies where:

- Sales needs legal sign-off before sending contracts
- Marketing budgets require multi-department approval
- Finance is tired of being the bottleneck on routine purchases

If your Ontraport instance has more than 50 active users, you're leaving money on the table without approval automation.

How to Not Screw This Up

Common mistakes we've seen:

Over-engineering workflows: Start with 2-3 critical approval types (contracts, big spends). Expand once teams are hooked.

Ignoring email approvers: 72% of external approvals happen faster via email vs. portal logins. Use it.

Forgetting the audit trail: ApproveThis logs every decision with timestamps and comments. Essential for compliance.

Ready to Stop Being a Human Router?

ApproveThis isn't another app to manage - it's what lets Ontraport automations actually finish the job. Either keep pasting links into Slack and hoping for the best, or:

Start Free Trial (Takes 3 minutes. Seriously.)
Schedule Demo (See how 200+ companies use this combo)

PS: If you're still manually approving Ontraport-triggered requests, your competitors already think you're cute.