ApproveThis manages your Trustmary Integration approvals.

When Social Proof Meets Approval Flow

Let's get real: collecting customer testimonials and survey data is pointless if it takes three weeks to get legal sign-off to use that glowing review on your homepage. That's where slapping ApproveThis and Trustmary together via Zapier becomes your secret weapon.

Trustmary's great at grabbing those video testimonials, NPS scores, and survey responses. ApproveThis? It's the muscle that makes sure the right person says "yes" to using that feedback – without chasing Slack threads. Together, they turn social proof from a bottleneck into a revenue driver.

Why This Combo Works for Mid-Sized Companies

If you're between 50-5,000 employees, you've hit that awkward growth stage where every department suddenly needs sign-offs on everything. Marketing can't publish a case study without legal. HR needs three managers to approve new survey questions. Operations gets stuck waiting for budget approvals to act on customer feedback. This integration cuts through that.

Key advantage: ApproveThis approvers don't need a Trustmary license. Perfect for getting quick sign-offs from external clients, legal teams, or execs who shouldn't be billed as full users in your survey tool.

Real Use Cases That Don't Suck

1. Killing the "Can We Use This Testimonial?" Email Chain

Scenario: Your sales team gets an amazing video review in Trustmary. Normally, they'd forward it to legal, CC their manager, and wait. Instead:

• Zapier triggers an ApproveThis workflow when Trustmary gets a new survey response
• Legal gets an email with the video + one-click approve/deny
• Auto-publishes to your site if approved, flags for review if denied

Who this helps: Marketing teams at SaaS companies drowning in compliance checks.

2. Turning Survey Bombs into Actionable Wins

Scenario: A customer drops a brutal NPS score in Trustmary. Your support team needs to offer a discount, but needs manager approval. Instead of waiting:

• Negative survey triggers approval request with pre-calculated discount tiers
• Approval thresholds auto-approve small discounts, escalate big ones
• Once approved, Trustmary automatically sends the offer

Who this helps: Customer success teams in e-commerce with tight margins.

3. HR Actually Using Employee Feedback (Shocker)

Scenario: Employee engagement surveys in Trustmary show department morale is tanking. HR needs director sign-off on intervention budget. Instead of PowerPoint hell:

Survey results trigger an approval request with dynamic budget calculations based on team size. Directors get email summaries with key metrics. Approval auto-updates the HRIS system; denial triggers a meeting request.

Who this helps: People ops in healthcare or manufacturing with distributed teams.

Setting This Up Without Losing Your Mind

Step 1: Connect Zapier to both ApproveThis and Trustmary (15 minutes)

Step 2: Pick your trigger – new survey, NPS score threshold, testimonial submission

Step 3: Map Trustmary data to ApproveThis fields (pro tip: use calculated fields for discounts/budgets)

Step 4: Set approval rules – consensus vs. sequential, auto-escalation, delegation

Step 5: Connect outcomes back to Trustmary or your CMS/CRM

Where This Combo Outshines DIY Solutions

Built-in email approvals mean even non-tech execs can participate. Vacation delegation stops approvals from getting stuck because someone's at Burning Man. Real-time tracking kills the "did you see my approval request?" follow-ups.

Trustmary's strength is capturing feedback; ApproveThis' muscle is making decisions happen. Together, they prevent situations like:

- Marketing sitting on 47 unused testimonials waiting for legal
- Customer complaints rotting in survey tools without escalation paths
- HR surveys leading to zero actual policy changes

Department-Specific Wins

Marketing Teams

Publish customer stories 68% faster by embedding approval steps directly into your testimonial collection process. Auto-reject unapproved content from being added to case studies.

Customer Support

Set approval thresholds for compensation requests – auto-approve $50 credits, escalate $500+ to managers. All tied directly to survey scores in Trustmary.

Operations

New vendor requests via Trustmary forms trigger multi-department approvals with real-time budget calculations. Procurement gets notified only after all checks pass.

When Not to Use This Integration

If your approval processes never change and you enjoy herding cats via email, move along. This works best for companies where:

- Different requests need different approvers (ex: legal for testimonials, finance for discounts)
- You scale up campaigns/surveys and manual approvals become a bottleneck
- External partners (agencies, clients) need to approve content tied to their brand

Getting Started Without the BS

Test drive with one process – like approving customer quotes for your homepage. Connect your Trustmary account to ApproveThis via Zapier in under an hour. Use conditional logic so only 4-5 star reviews trigger approval requests.

Key setup tips:
- Use approval groups for multi-department sign-offs
- Set email reminders to nudge slow approvers
- Add calculated fields to auto-flag requests over $X budget

Ready to turn survey data into decisions, not delays? Get started with ApproveThis or book a 15-minute demo to see the Trustmary integration live.

FAQs for the Skeptics

"Isn't this overkill for small teams?"
Start with single-step approvals – it's still faster than manual tracking. Scale up as you grow.

"What if approvers hate new tools?"
They approve/reject via email. Zero login required for them.

"Can we modify workflows later?"
Change approval rules anytime without IT help. Add new steps when compliance needs evolve.