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YesInsights Integration

ApproveThis manages your YesInsights Integration approvals.

April 17, 2025

Integration Category: Forms

When Survey Feedback Meets Fast Decisions

Let’s be real: most companies suck at closing the loop between feedback and action. Surveys get buried in inboxes. Decisions get stuck in approval purgatory. Teams default to “we’ll circle back on that” until everyone forgets what the problem was.

That’s why combining YesInsights’ one-click surveys with ApproveThis’ approval automation isn’t just convenient – it’s a strategy shift. We’re talking about turning raw feedback into approved actions before your next coffee break.

What Each Tool Does Best

YesInsights gets you answers fast. No 20-question forms – just single-click surveys that people actually complete. Perfect for quick pulse checks on campaigns, internal processes, or client satisfaction.

ApproveThis kills the “who needs to sign off on this?” game. Custom workflows route requests to the right people, enforce thresholds (like auto-approving small expenses), and give everyone visibility without status update meetings.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5k employees hit a sweet spot: enough complexity to need structure, but small enough that red tape isn’t part of your brand yet. Here’s where connecting these tools matters:

Speed without chaos: Get survey results → trigger approvals → act. All before the feedback gets cold.

Guardrails, not gates: Let junior teams send surveys knowing any big requests auto-route to execs. No bottleneck, no free-for-all.

External voices heard: Clients or contractors can give input via YesInsights. Approvers in ApproveThis don’t need access to your survey tool – keeps things clean.

Real Uses That Don’t Feel Like Busywork

1. Marketing Campaign Tweaks That Don’t Need 7 Meetings

The setup: YesInsights survey after a webinar asks “Should we create a deep-dive PDF on this topic?” 70% say yes → ApproveThis auto-creates a content request with estimated costs.

Who cares: Marketing leads tired of guessing what content to produce. Now they approve/deny based on real data, not opinions.

2. HR Exit Interviews That Actually Change Policies

The flow: When an employee’s exit survey mentions “career growth” issues 3+ times, ApproveThis pings L&D managers to approve new training budgets.

Why it works: HR stops being the complaint department. Real issues trigger real approval chains with budget holders.

3. Client Feedback That Doesn’t Get Lost in Slack

The hack: YesInsights NPS survey to clients. Any score below 7 creates an approval request for the account team to propose remediation steps.

The win: Clients feel heard instantly. Account managers can’t “forget” to escalate bad scores.

Features You’ll Actually Use (No Fluff)

Approval thresholds: Automatically approve common requests (e.g., survey results under $500 impact) but escalate bigger asks. Perfect for regional teams needing local flexibility.

Vacation coverage: Sales director OOO? Approval requests from their team’s surveys auto-route to their second-in-command. No more “I was waiting for Susan” delays.

Email approvals: Execs can approve/deny right from their inbox. No new logins, no “how do I use this?” support tickets.

Setting It Up Without the Headache

If you can order lunch delivery through an app, you can connect these tools. Here’s the skinny:

  1. Pick your trigger in Zapier: New YesInsights response, specific answer chosen, or comment added
  2. Map key survey data to ApproveThis fields (e.g., survey answer → dollar amount in request)
  3. Set approval rules: Who needs to sign off based on response type, thresholds, etc.

Pro tip: Start with one high-impact survey (like pricing feedback) before automating all of them.

Different Teams, Different Wins

Product Teams

Feature request surveys → auto-approved for minor tweaks, escalated for major builds. PMs spend less time herding feedback, more time shipping.

Procurement

Vendor satisfaction surveys → trigger contract renewal approvals. No more manual cross-checking between survey tools and contract calendars.

Ops Managers

Internal process surveys (e.g., “Is this meeting useful?”) → auto-route approved changes to IT for calendar template updates. Culture fix meets process.

The Bottom Line

This integration isn’t about surveys or approvals – it’s about closing the gap between learning and doing. For companies tired of “decision paralysis” but not ready to become bureaucracies, that’s the sweet spot.

ApproveThis works because it’s built for the messy reality of multi-team, multi-step approvals. YesInsights works because it respects people’s time. Together, they’re what happens when efficiency doesn’t feel like a corporate buzzword.

Ready to Stop Talking About Feedback Loops?

Register for ApproveThis and connect your YesInsights surveys in under an hour. Or schedule a demo to see how approval thresholds and vacation coverage work in real-time.

PS: If your current process involves more than two “per my last email” follow-ups, you’re already late.

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Integrate with YesInsights 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 YesInsights

Suggested workflows (and their Zapier components) for YesInsights

Create approval requests for new responses

When a new response is received in YesInsights, create an approval request in ApproveThis to review feedback. This integration automates the review process, ensuring that important responses are verified promptly. *Note: Configure approval conditions in ApproveThis to match your review criteria.*

Zapier Components

YesInsights Logo

Trigger

New Response

Triggers when any new response comes in.

Action

Create Request

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

Create approval requests for new comments

Upon receiving a new comment in YesInsights, automatically create an approval request in ApproveThis for further review. This automation streamlines the process of evaluating qualitative feedback and ensures timely decision-making. *Note: Adjust the approval workflow settings in ApproveThis as needed.*

Zapier Components

YesInsights Logo

Trigger

New Comment

Triggers when any comment is added after the survey.

Action

Create Request

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

Create approval requests for new selected responses

When a respondent selects a specific option in YesInsights, trigger an approval request in ApproveThis to validate the selection. This integration ensures that key survey responses undergo a structured approval process, improving quality control. *Note: Ensure that the selected response criteria are clearly defined in ApproveThis.*

Zapier Components

YesInsights Logo

Trigger

New Selected Response

Triggers when a respondent selects a certain response.

Action

Create Request

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