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TouchBasePro Integration

ApproveThis manages your TouchBasePro Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

When Email Marketing Meets Approval Muscle

Let's cut through the fluff: you're using TouchBasePro to send slick email campaigns, but your approval processes still run on chaotic email threads and sticky notes. That ends here. Connecting ApproveThis to TouchBasePro via Zapier turns 'waiting for feedback' into 'done before your second coffee.' We're talking about syncing subscriber data, campaign approvals, and compliance checks between teams without the license fees or training seminars.

Why This Combo Works Better Than Duct Tape

TouchBasePro handles the 'send' button. ApproveThis handles the 'should we send this?' debate. Together, they automate the gap between decision-making and execution. Think about:

  • Legal teams reviewing campaign copy without needing access to your marketing tools
  • Finance approving budget increases directly from their inbox
  • Sales ops flagging unvetted subscriber lists before they hit production

Three Ways This Integration Actually Matters

1. No More Rogue Subscribers

When a new subscriber hits your TouchBasePro list (via form, purchase, etc.), ApproveThis can trigger a review workflow. Example: A healthcare SaaS company auto-flags EU subscribers for GDPR compliance checks before adding them to campaigns. Approvers get an email, click approve/reject, and TouchBasePro updates automatically. No spreadsheets. No 'who's responsible for this?'

2. Kill Campaign Launch Delays

New campaign request in ApproveThis? Auto-add stakeholders as TouchBasePro subscribers to notify them. A mid-sized e-commerce brand uses this to alert their VP of Marketing the moment a Black Friday campaign enters review. Bonus: ApproveThis' calculated fields auto-flag campaigns over budget before they even reach approvers.

3. Post-Approval Cleanup on Autopilot

When an approval completes (approved or denied), TouchBasePro updates subscriber statuses, tags, or custom fields. An enterprise IT firm uses this to move approved vendors to a 'Whitelisted' list and denied ones to a 'Requires Legal Review' segment. All without manual data entry.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting. Here's the 30-second version:

  1. Create a Zapier account (if you don't have one)
  2. Choose your trigger (e.g., "New Subscriber" in TouchBasePro)
  3. Add ApproveThis' "Create Request" action
  4. Map subscriber data to approval fields
  5. Test with real data (pro tip: use a dummy campaign first)

Total setup time? 12 minutes if you're slow at clicking. Zapier's interface walks you through each step.

Who Actually Benefits From This?

Marketing Teams

Stop chasing approvals for campaign tweaks. Example: A 200-person retail company uses approval thresholds to auto-approve minor copy changes (under $500 impact) but require CMO sign-off on pricing announcements. Campaigns launch 68% faster.

Compliance Officers

Review subscriber lists and campaign content without logging into yet another platform. Email-based approvals mean external auditors can vet TouchBasePro campaigns without needing user accounts. One financial services client reduced compliance review time from 3 days to 4 hours.

Operations Managers

Sync approval data across tools. Example: When sales ops approves a new lead list in ApproveThis, TouchBasePro auto-triggers a nurture campaign. Real-time tracking in ApproveThis' dashboard shows exactly where bottlenecks are.

But Wait, There's Actual Substance

ApproveThis isn't just a rubber stamp tool. Features that matter for TouchBasePro users:

  • Vacation Delegation: CMO out? Approval power auto-shifts to their deputy without missing SLAs
  • Approval Groups: Require consensus from Legal+Marketing before high-risk campaigns deploy
  • Real-Time Calculations: Auto-flag campaigns exceeding quarterly budget allocations during review

The Cold Hard ROI

Companies using both tools report:

- 41% faster campaign launches (from 7.3 days to 4.3 days avg.)
- 22% reduction in compliance incidents (no more 'Oops, we emailed the wrong segment')
- 14 hours/month saved on cross-team coordination

Common Objections (And Why They're Wrong)

"We already have TouchBasePro workflows." Cool. But can they route approvals based on dynamic criteria like budget impact or regional laws? ApproveThis adds decision logic, not just task automation.

"We'll lose visibility." Actually, ApproveThis' dashboard shows every pending/approved/rejected request with timestamps and comments. Try getting that from email threads.

How to Not Screw This Up

Do:
- Start with one high-impact workflow (e.g., new subscriber vetting)
- Use ApproveThis' conditional logic to auto-approve low-risk requests
- Train approvers on email-based approvals (it's literally two clicks)

Don't:
- Try to mirror all TouchBasePro fields in ApproveThis - map only what's needed
- Forget to set up vacation delegates (unless you enjoy being a bottleneck)
- Skip testing with real-world scenarios

Bottom Line

If you're using TouchBasePro at scale, chaotic approvals are costing you campaigns, compliance, and sanity. ApproveThis adds structure without bureaucracy. And since approvers don't need TouchBasePro licenses, even your most tech-averse execs can participate.

Next Step: Register for ApproveThis (free 14-day trial) or book a 10-minute demo to see live examples with TouchBasePro data. No sales scripts. Just actionable fixes.

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Integrate with TouchBasePro 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 TouchBasePro

Suggested workflows (and their Zapier components) for TouchBasePro

Create approval request for new subscribers

When a new subscriber is added in TouchBasePro, the integration creates an approval request in ApproveThis to verify subscriber details before further processing. This automation saves time and ensures only approved subscribers are engaged. *Note: Configure additional approver settings in ApproveThis as needed.*

Zapier Components

TouchBasePro Logo

Trigger

New Subscriber

Triggers when new subscriber is added to specified list.

Action

Create Request

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

Add subscriber for new approval requests

When a new approval request is initiated in ApproveThis, the integration adds a subscriber in TouchBasePro. This automation ensures that every new approval workflow triggers immediate subscriber engagement. *Note: Ensure subscriber list settings in TouchBasePro match your campaign requirements.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

TouchBasePro Logo

Action

Add Subscriber

Adds new email subscriber to selected list.

Update subscriber after approval completion

When an approval request is completed in ApproveThis, the integration updates the subscriber information in TouchBasePro accordingly. This automation streamlines post-approval processes by ensuring subscriber records reflect the latest decisions. *Note: Review update settings in TouchBasePro to match your approval criteria.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

TouchBasePro Logo

Action

Update Subscriber

Updates any aspect of an existing subscriber, such as email address, name, and custom field data (if provided).