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Routie Integration

ApproveThis manages your Routie Integration approvals.

April 17, 2025

Integration Category: Dashboards

When Audience Management Meets Approval Muscle

Let's get real - most companies aren't lacking data. They're drowning in it. Routie's great at wrangling audience insights, but what happens when you need actual decisions made about that data? That's where most teams hit a wall. Enter ApproveThis: the missing link between collecting information and getting shit approved.

This isn't about replacing Routie. It's about supercharging it. Think of ApproveThis as the bouncer at Routie's VIP party - making sure only the right data gets through, with receipts. For teams managing partner onboarding, content approvals, or compliance checks, this combo turns "waiting on approvals" from a bottleneck to background noise.

Why This Isn't Just Another Zap

Routie tracks users. ApproveThis moves decisions. Together via Zapier, they handle the entire lifecycle:

Routie's Job: "Hey, we've got a new audience member from the LinkedIn ad campaign"

ApproveThis' Add: "Cool, let's get legal to check compliance, sales to vet lead quality, and marketing to approve follow-up - by EOD."

The magic? Approvers only need ApproveThis access - no extra Routie seats required. Huge win when working with external partners or cross-departmental teams.

Real-World Wins for Different Teams

Marketing Agencies: Stop Chasing Client Sign-Offs

Scenario: New user joins "High Budget Clients" list in Routie. Zapier triggers ApproveThis to:

  • Auto-create approval task for client's marketing lead
  • Attach campaign access permissions doc
  • Set 48-hour deadline with escalation rules

Result: No more "I didn't get the Google Drive link" emails. Approval rate for new campaign launches jumps 65%.

Event Planners: VIP List Vetting Made Simple

When Routie detects new registrant for $10k+ conference package:

  • ApproveThis pings security for background check
  • Simultaneously alerts catering about dietary restrictions
  • Only confirms registration after both approvals

Bonus: Uses ApproveThis' calculated fields to auto-approve upgrades below $2k.

Healthcare SaaS: Compliance Without the Paperwork

New user in "Clinical Trial Participants" audience triggers:

1. Compliance officer gets HIPAA checklist
2. Legal approves data handling terms
3. System auto-logs approvals meeting audit requirements

All while keeping PHI securely in Routie's system.

Setup That Doesn't Require an IT Degree

Here's the skinny:

  1. Connect the Pipes: In Zapier, choose Routie's "New Audience User" trigger
  2. Map What Matters: Pull Routie data into ApproveThis fields (user type, tags, source)
  3. Set the Rules: Pick approvers, add deadlines, enable email approvals
  4. Test Drive: Add test user in Routie, watch approval flow kick in

Pro Tip: Use ApproveThis' conditional logic to route $100+ upsells to finance leads, free trials to sales.

Features You'll Actually Use

Beyond basic approvals, this combo handles:

Approval Thresholds: Auto-approve routine audience adds under 50 users? Done.
Vacation Coverage: Sales lead OOO? Requests auto-reassign to their VP.
Audit Trails: See exactly who approved that questionable lead source.

And yes - it works with your existing tools. Approved in ApproveThis? Auto-update Salesforce, send Slack alerts, whatever.

Why This Beats Manual Processes

Without ApproveThis:

1. Sales finds new lead in Routie
2. They Slack legal for contract approval
3. Legal emails revised terms
4. Sales forwards to client
5. Terms get lost in inbox void

With the integration:

1. Routie detects new enterprise lead
2. ApproveThis simultaneously:
- Sends contract to legal via email (they can approve without login)
- Alerts sales lead in Slack
3. System auto-sends welcome email only after both approve

Who Wins?

Marketing Teams

Stop guessing if partners approved campaign changes. Real-time tracking shows exactly where requests stand.

Operations Managers

Cut onboarding time from 5 days to 5 hours. Auto-escalate stuck approvals after 24hrs.

Finance Departments

Require dual approval for high-value audience segments. Audit-ready logs for compliance.

External Partners

Approve requests via email without another damn portal login. Everybody loves that.

No-BS Limitations

This isn't magic:

- Can't approve based on Routie data we don't track (obviously)
- Approval logic needs initial setup (takes 20 minutes)
- Won't make coffee (yet)

Ready to Stop Herding Approval Cats?

If your team's doing more approval chasing than actual work, it's time. Get ApproveThis, connect to Routie via Zapier, and watch decision paralysis fade into "Why didn't we do this sooner?"

Best part? Approvers don't need another system to learn. They can approve via email like civilized humans. Your CFO will appreciate the auto-archived audit trails. Your team will love getting hours back every week.

Next step: Book a 15-minute demo or try it free. Either way, you'll finally see what happens when audience data meets actual decisions.

🥳

Integrate with Routie 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 Routie

Suggested workflows (and their Zapier components) for Routie

Create approval requests for new audience users

When a new audience user is added in Routie, this integration creates an approval request in ApproveThis to streamline review processes. It automatically sends user details for managerial approval, ensuring consistent onboarding. *Note: Ensure required fields are configured in the ApproveThis request action.*

Zapier Components

Routie Logo

Trigger

New Audience User

Triggers when a new user added to Audience.

Action

Create Request

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

Create approval requests for audience users

Whenever a new audience user is detected in Routie, this automation sets up an approval request in ApproveThis to verify onboarding details. It helps ensure that every new entry is reviewed and approved promptly. *Note: Adjust request fields as needed for your workflow.*

Zapier Components

Routie Logo

Trigger

Audience Users

Triggers when a new user added to Audience.

Action

Create Request

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