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SendX Integration

ApproveThis manages your SendX Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

When Email Marketing Meets Approval Sanity

Let's be real - most marketing teams aren't exactly starving for more tools. What they need is fewer approval bottlenecks slowing down campaigns. That's where smashing ApproveThis and SendX together via Zapier turns into your secret weapon.

ApproveThis isn't just another task manager with an "approve" button. It's built specifically to handle the messy reality of cross-team sign-offs. SendX keeps your email marketing humming. Together? You get campaigns that move at the speed of actual business needs, not your slowest approver's inbox.

Why This Combo Doesn't Just "Work" - It Actually Solves Shit

Here's the thing most integration overviews miss: It's not about the technical handshake between apps. It's about fixing these three daily headaches:

  • The "Who Approved This?" Black Hole: Marketing ops gets blamed for campaign delays, but really it's stuck in legal's inbox
  • Manual Tagging Tantrums: Forgetting to update lead statuses after approvals = sending discount emails to people who already signed contracts
  • New Lead Limbo: Sales swears they approved the promo, but marketing's waiting on a paper trail

The ApproveThis-SendX bridge through Zapier kills these by turning approvals into actual workflow triggers, not just email ping pong.

Real-World Use Cases That Don't Sound Like Software Demos

1. Auto-Tagging Leads Based on Approval Status

The Problem: Your sales team approves a custom demo offer for enterprise leads. Marketing needs to instantly segment these in SendX without manual tagging.

The Fix: When ApproveThis marks a request as approved, Zapier slaps a "High-Tier Demo" tag on those SendX contacts. Now your nurture sequences adjust automatically.

Who This Helps: Mid-market SaaS companies where sales engineering resources are tight. No more back-and-forth between sales ops and marketing about who's cleared for advanced demos.

2. New Lead? Automatic Approval Paper Trail

The Problem: Sales development reps add contacts from events, but compliance requires manager approval before outreach.

The Fix: Every new SendX contact triggers an ApproveThis workflow. Managers approve/deny right from email. Denied? Contact gets tagged "Do Not Contact" automatically.

Who This Helps: Fintech or healthcare companies where regulatory compliance can't be an afterthought. Audit trails built-in, no extra licenses needed for compliance officers to review.

3. Approval-Based List Hygiene

The Problem: Expired discount approvals still going out because lists weren't updated.

The Fix: When a time-bound offer gets approved in ApproveThis, Zapier adds a SendX tag with an expiration date. Campaigns auto-pause when the tag expires.

Who This Helps: E-commerce teams running flash sales. Merchants approve the promo, marketing executes, no dangerous overlap when prices revert.

Setting This Up Without Losing Your Mind

If you can handle sending a Gmail, you can build this integration:

  1. In Zapier, choose ApproveThis as your trigger app
  2. Pick either "New Request" or "Request Approved/Denied" as your trigger
  3. Connect SendX as your action app
  4. Map approval data to SendX tags/contacts
  5. Test with a real approval (pro tip: use your CEO's name to get IT's attention)

Total setup time: Less than a compliance meeting about setting up compliance meetings.

Why Your Teams Will Actually Use This (Shockingly)

Marketing Ops Stops Playing Secretary

No more manually updating lists when legal finally approves that GDPR-friendly template. Approval in ApproveThis auto-updates SendX segments. Your ops people can finally work on that attribution model they've been talking about for 6 months.

Sales Doesn't Have to Learn New Tools

ApproveThis lets them approve/deny from email. No new logins. No "I didn't get the notification" excuses. SendX tags update silently in the background.

Leadership Gets Audit Trails That Don't Suck

Every approval action in ApproveThis timestamps who approved what. Sync that data to SendX contact histories. Now when compliance asks "Why did this lead get that offer?", you've got a paper trail that isn't buried in Slack.

The Hidden Perks You Didn't Ask For (But Will Steal Credit For)

Approval Thresholds That Actually Work

Set ApproveThis to auto-approve discounts under $500. Those get a "Standard Discount" SendX tag. Over $500? Requires VP approval and gets a "High-Value" tag. Marketing automatically segments follow-ups based on deal size without knowing internal thresholds.

Vacation Coverage That Doesn't Tank Campaigns

ApproveThis' delegation feature means out-of-office approvers don't bottleneck your SendX automations. Delegates get the approval emails, decisions happen, tags update. No one's waiting for Karen from Legal to return from Maui.

Calculated Fields for Sane Budget Approvals

ApproveThis can calculate total campaign spend based on SendX list size and cost per send. If estimates exceed department budgets, automatic escalation to finance. No more surprise invoices.

When You Shouldn't Bother With This Integration

Look, this isn't magic. If your approval process is "the founder forwards emails to his assistant", keep doing that. But if you're:

  • Sending more than 10k emails/month through SendX
  • Dealing with regulated industries (healthcare, finance, etc.)
  • Having more than 2 approval layers for campaigns

...this stops being a "nice to have" and starts being "why the hell aren't we doing this?"

How to Not Screw This Up

Common pitfalls (we've seen 'em all):

Don't: Try to mirror complex SendX segments in ApproveThis. Keep approval criteria simple - let SendX handle the heavy tagging post-approval.

Do: Use ApproveThis' conditional logic to route approvals. Example: Content approvals go to legal, discount approvals go to finance, list exports go to data privacy.

Don't: Let Sales enable this without IT's blessing. GDPR doesn't care that your CRO "needed to hit quota."

Your Move

This isn't about having shiny tools. It's about closing the gap between "approved" and "executed." Every day you wait is another campaign delayed by manual processes.

ApproveThis plays nice with SendX through Zapier. No new seats to buy, no complex training. Just approvals that actually connect to outcomes.

Get started free or book a 15-minute demo where we'll show how to cut your campaign approval time by 60% (yes, really).

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Integrate with SendX 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 SendX

Suggested workflows (and their Zapier components) for SendX

Add tags to SendX contacts when requests are approved or denied in ApproveThis

Ensure your marketing segmentation is up-to-date by automatically adding specific tags to your SendX contacts when requests are approved or denied in ApproveThis. Keep your audience lists perfectly aligned with your business approvals for targeted marketing campaigns.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

SendX Logo

Action

Add Tag to Contact

Adds a tag to a contact.

Create approval requests in ApproveThis for new SendX contacts

Streamline your approval workflow by creating a new approval request in ApproveThis automatically whenever a new contact is added to SendX. This ensures that all new leads undergo necessary vetting processes or follow-up actions through structured approvals.

Zapier Components

SendX Logo

Trigger

New Contact

Triggers when a new contact is created.

Action

Create Request

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

Create or update SendX contacts for new ApproveThis requests

Keep your contact database current by creating or updating contacts in SendX every time a new request is initiated in ApproveThis. This automation ensures no potential client or lead goes unnoticed.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

SendX Logo

Action

Create or Update Contact

Creates a new contact if it doesn't exist. If it exists then values are updated.