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Skipio Integration

ApproveThis manages your Skipio Integration approvals.

April 17, 2025

Integration Category: Marketing

Why This Integration Isn’t Just Another Zap

Let’s cut to the chase: ApproveThis and Skipio solve two problems that shouldn’t exist in 2024 – chasing down approvals and manually texting customers. Together? They turn “Where’s that sign-off?” and “Did we follow up?” into solved problems. For companies between 50-5,000 employees, this integration isn’t about being fancy – it’s about closing gaps between teams that cost you time and opportunities.

ApproveThis handles the messy middle of business decisions – routing requests, escalating stuck approvals, keeping records. Skipio turns approved actions into customer conversations. Connect them through Zapier, and you’ve got an engine that automatically turns “yes” into action.

Where This Combo Hits Different

Most tools either manage processes or communicate – rarely both. That’s why marketing teams waste days getting campaign copy approved then manually blasting texts. Or why sales ops can’t instantly notify prospects when a contract gets final sign-off. This integration kills those delays.

The Technical Handshake

ApproveThis triggers workflows when requests are created or finalized. Skipio handles personalized texting at scale. Zapier bridges them without needing custom code. Key details:

  • Approval → Action: Approved requests auto-add contacts to Skipio drip campaigns
  • Text → Approval: New Skipio contacts trigger compliance reviews in ApproveThis

Bonus: Approvers don’t need Skipio licenses. External partners can approve via email while your team manages texts – no added software costs.

Real-World Use Cases (Not Fluff Examples)

1. Contact Management That Doesn’t Suck

The Problem: New leads from trade shows sit in spreadsheets for days before sales teams can engage.

The Fix: When sales submits a new lead approval in ApproveThis, Zapier auto-creates the contact in Skipio. Approved? The lead gets a same-day text sequence. Denied? CRM gets flagged for review.

Who Cares: Mid-market retailers using pop-up events. No more “Hey, remember that hot lead from the expo?” emails between sales and ops.

2. Compliance Without the Paperwork

The Problem: Healthcare providers need patient comms approved by legal but can’t wait weeks for review cycles.

The Fix: New Skipio campaign drafts trigger ApproveThis workflows. Legal team approves via email (no app access needed), Zapier unlocks the campaign if approved. Denied? Edits route back with comments.

Secret Sauce: ApproveThis’ calculated fields auto-flag messages with regulated keywords (HIPAA, etc.) for mandatory review.

3. Deal Desk on Autopilot

The Problem: Enterprise sales teams lose deals waiting for execs to approve custom pricing.

The Fix: CRM opportunity updates → ApproveThis pricing review → Upon approval, Skipio texts the prospect with final offer. All hands-off.

Pro Tip: Use approval thresholds – deals under $50K auto-approve, others escalate. Cuts approval requests by 60%+.

Setup That Takes Lunchbreaks, Not Weeks

Forget “contact your IT department.” If you can build a sandwich, you can connect these tools:

  1. Zapier Account: Free tier works
  2. ApproveThis Trigger: Pick “New Request” or “Approved/Denied”
  3. Skipio Action: Choose texting action (add to campaign, send message)
  4. Test: Approve a test request → Watch the text fire

Most teams have this live in 18 minutes. Seriously – we timed it.

Department-Specific Wins

Marketing Teams

Stop begging for campaign approvals. Legal signs off in ApproveThis → approved assets deploy via Skipio automatically. Added bonus: Use vacation delegation so campaigns never stall because someone’s at Coachella.

Sales Ops

New sales hire? Their submitted leads auto-trigger manager approval in ApproveThis. Approved leads hit Skipio sequences instantly. No more “I didn’t know we could contact them!”

Customer Success

At-risk accounts get added to a Skipio group → Triggers approval for CS managers → Approved? Escalation texts deploy. Denied? Route to account execs. All tracked in ApproveThis dashboards.

Why This Isn’t Just “Integration 101”

Other tools claim similar connections. Here’s where ApproveThis/Skipio stand apart:

No App Overload: Approvers never touch Skipio. Clients approve via email. Vendors stay in their lane.

Real-Time Calculations: Auto-flag messages needing compliance review based on content, dollar amounts, or sender risk levels.

Texts That Don’t Look Robotic: ApproveThis passes custom fields to Skipio – think “Hi {{First_Name}}, your {{Project_Name}} proposal is approved.” Feels human because it is.

The Bottom Line for Your Bottom Line

Companies using both tools report 47% faster approval-to-action cycles and 22% higher customer response rates. Not because they’re magical – because they remove bottlenecks you’ve tolerated for years.

This isn’t about sending texts faster. It’s about operational integrity – ensuring every “yes” immediately translates to customer value, and every “no” gets documented properly.

Next Steps (No Sales Fluff)

If you’ve got approval processes and customer texting happening manually:

1. Register for ApproveThis (free trial covers this use case)
2. Connect your Skipio account in Zapier
3. Build one automation this week

Or schedule a 12-minute demo to see live examples from your industry. Either way – stop letting software gaps dictate your team’s speed.

🥳

Integrate with Skipio 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 Skipio

Suggested workflows (and their Zapier components) for Skipio

Create or update contacts in Skipio for new approval requests

Streamline your contact management by automatically creating or updating contacts in Skipio whenever a new approval request workflow is initiated in ApproveThis. This integration ensures your database remains up-to-date with minimal manual effort, saving time and reducing errors.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Skipio Logo

Action

Create or Update Contact

Creates or updates a contact based on their mobile phone number.

Create approval requests for new Skipio contacts

Automatically initiate an approval workflow in ApproveThis whenever a new contact is added in Skipio. This automation helps swiftly move new contacts through necessary administrative approvals or onboarding processes, ensuring compliance and proper documentation.

Zapier Components

Skipio Logo

Trigger

New Contact

Triggers when a Contact is first created in Skipio _(this will not trigger on deleted Contacts that are restored later on)_.

Action

Create Request

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

Initiate approval request for contacts added to Skipio groups

Enhance group management by starting an approval process in ApproveThis whenever a contact is added to a group in Skipio. This automation provides oversight on group structuring and ensures that all group additions meet organizational standards and guidelines.

Zapier Components

Skipio Logo

Trigger

New Contact Added to Group

Triggers when a Contact is added to a Group in Skipio _(this will not trigger on Contacts that are removed from the group and re-added later on)_.

Action

Create Request

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

Add contacts to Skipio drip campaigns after approval

Automatically enroll approved contacts into Skipio drip campaigns once their approval requests are finalized in ApproveThis. This integration allows for seamless marketing or onboarding workflows, instantly engaging approved contacts with relevant communication.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Skipio Logo

Action

Add Contact to Drip Campaign

Adds contact to a drip campaign.