ApproveThis manages your UDO Integration approvals.

Why This Integration Matters

When approval bottlenecks delay campaigns, sales outreach, or customer onboarding, businesses lose revenue and credibility. ApproveThis and UDO solve different pieces of this puzzle – one automating decisions, the other automating actions – but together, they create closed-loop processes that eliminate waiting.

ApproveThis brings structure to approvals through customizable workflows that adapt to your business rules. UDO executes the next steps – updating customer records, launching campaigns, or verifying data. Connected via Zapier, these platforms enable teams to:

• Reduce manual handoffs between decision-makers and executors
• Maintain audit trails across both systems

For example, a marketing manager could automatically pause ad spend when UDO detects underperforming campaigns, but only after getting budget reallocation approval through ApproveThis – all without leaving their inbox.

Three Workflows That Deliver Immediate ROI

1. Time-Sensitive Campaign Approvals

Marketing teams often race against deadlines for product launches or seasonal promotions. UDO's datetime checks can trigger approval requests in ApproveThis to confirm asset readiness or budget releases exactly when needed.

How it works: When UDO identifies a scheduled campaign start time, ApproveThis routes approval requests to legal, finance, and leadership with deadline countdowns. Approved requests automatically unlock UDO's email sequences.

Who benefits: Agencies managing multiple client calendars can prevent missed launch dates caused by last-minute approval delays.

2. Client Onboarding Without License Headaches

Sales teams using UDO for lead scoring often struggle with external approvals during enterprise deals. ApproveThis lets clients review contracts or scope documents via email without needing UDO access.

How it works: When UDO adds a high-value lead to your pipeline, ApproveThis sends proposal approvals directly to the client's inbox. Approved deals trigger automated welcome campaigns in UDO; denied requests alert sales reps to re-engage.

Who benefits: B2B SaaS companies closing enterprise deals reduce friction in legal review cycles while keeping CRM data updated.

3. Compliance-Driven Customer Updates

Industries like finance or healthcare require documented approvals for customer data changes. UDO's address verification or lead score updates can require internal sign-off before syncing to other systems.

How it works: Field updates in UDO (like credit limit increases) trigger ApproveThis workflows with calculated risk scores. Approved changes auto-commit; denied requests create UDO tasks for follow-up.

Who benefits: Fintech companies maintain audit trails for regulatory compliance while keeping customer records accurate.

Setting Up the Integration

Connecting ApproveThis and UDO takes under 15 minutes using Zapier:

1. Create a Zapier account or log in
2. Choose UDO as your trigger app (e.g., "New High-Value Lead Identified")
3. Select ApproveThis as the action app ("Create Approval Request")
4. Map UDO data fields to ApproveThis request templates
5. Test with a live UDO event

For two-way syncs, build Zaps that also trigger UDO actions when ApproveThis approvals complete – like updating deal stages or sending post-approval emails.

Team-Specific Advantages

Sales Teams

Reduce deal slippage by attaching approval SLAs to UDO lead scores. For example, deals marked "High Priority" in UDO could enforce 4-hour approval response times via ApproveThis escalation rules.

Marketing Operations

Sync UDO A/B test results with ApproveThis to formalize winning variant selections. Approved designs publish automatically; denied results trigger new tests without manual intervention.

Customer Success

When UDO detects at-risk accounts, trigger approval workflows for retention offers. CSMs get alerted only after discounts are approved, preventing overpromising.

Beyond Basic Approvals

ApproveThis adds nuanced control to UDO automations through features like:

Approval Thresholds: Auto-approve UDO-identified address changes under $50, but require manager review for larger updates.

Vacation Delegation: Prevent campaign delays by automatically rerouting approvals when UDO shows a team member is OOO.

Calculated Fields: Combine UDO lead scores with deal size to determine required approvers – e.g., $10k deals with low lead scores need director approval.

The Strategic Edge

While standalone automation tools focus on either decisions or actions, combining ApproveThis and UDO through Zapier lets businesses:

Scale Responsibly: Add approval gates to UDO workflows as compliance needs grow without rebuilding automations.

Improve Cross-Team Visibility: Sales sees marketing campaign approvals in real-time; finance tracks approved UDO lead bonuses.

Reduce Platform Sprawl: Handle complex sign-offs without forcing teams into new tools – approvers stay in email or Slack.

Getting Started

To implement these workflows:

1. Register for ApproveThis (free trial available)
2. Review UDO's campaign automation docs
3. Build your first Zap with a pre-made template

For complex use cases like compliance-driven approvals or multi-team processes, schedule a demo to see conditional logic and escalation rules in action.