ApproveThis manages your Pulseem Integration approvals.

Why Approval Workflows Need More Than Just Email Chains

Let’s get real – if your team’s idea of an approval process is forwarding emails with “Thoughts?” in the subject line, you’re leaving money on the table. For companies juggling client campaigns, budget sign-offs, and compliance checks, manual approvals aren’t just slow. They’re business risks. That’s where ApproveThis and Pulseem come in. Together, they turn “Where are we on that request?” into “It’s already handled.”

The Nuts and Bolts of the Integration

ApproveThis handles the decision-making layer – routing requests, enforcing rules, tracking who signed off on what. Pulseem owns the communication layer – sending notifications, updating client statuses, triggering campaigns. Connect them through Zapier, and you’ve got a system where approvals automatically kick off marketing actions (and vice versa) without manual data entry.

What Makes This Combo Different

Most approval tools stop at getting a “Yes/No” from someone. ApproveThis adds context: automatic escalations for high-dollar requests, temporary delegations when approvers are OOO, real-time calculations to determine who needs to review what. Pulseem then takes those decisions and acts on them at scale – think sending 10,000 personalized SMS approvals or updating hundreds of client records without breaking a sweat.

Real-World Use Cases That Don’t Suck

1. Client Onboarding Without the Tagging Wars

Marketing agencies: When Pulseem adds a new client recipient (like a campaign contact), ApproveThis automatically routes their contract terms for legal review. No more Slack pings asking “Who’s handling the Acme Corp NDA?” Approvers get emailed requests with all context attached – they can reject bogus requests directly from their inbox without logging into Pulseem.

2. Campaign Launches That Don’t Require Mind Reading

E-commerce teams: Set approval thresholds in ApproveThis so any promo email offering over 20% off requires CMO sign-off. Once approved, Pulseem automatically queues the campaign. If denied? The request gets kicked back to the marketing ops team with comments – all without leaving your existing tools.

3. Compliance Checks That Actually Prevent Fires

Healthcare/Finance sectors: When Pulseem triggers a compliance-related notification (like a patient comms blast), ApproveThis requires dual sign-offs from legal and compliance teams. Every approval/rejection is logged with timestamps and comments for audits. No more “I thought you reviewed this!” finger-pointing.

Setting This Up Without an Engineering Degree

Here’s the basic playbook:

1. Connect the Dots in Zapier: Hook up ApproveThis and Pulseem as apps in your Zapier account (takes 2 minutes).
2. Pick Your Trigger: Like “New Recipient in Pulseem” or “Approval Denied in ApproveThis.”
3. Add Filters (Optional): Only escalate requests over $5K? Require extra approvals for SMS blasts? Set your rules here.
4. Test With Dummy Data: Create a fake Pulseem recipient or approval request to confirm the zap works.

Pro tip: Use ApproveThis’ calculated fields to auto-flag requests that need special handling. Example: If a Pulseem campaign’s target audience exceeds 50K contacts, require VP approval automatically.

Who Actually Benefits From This?

Marketing Teams

Stop chasing down sign-offs for every minor campaign tweak. Set rules so only high-risk changes (pricing mentions, new partnerships) get routed to leadership. Everything else auto-approves. Pulseem then handles execution while ApproveThis keeps an audit trail for compliance.

Operations Managers

Automatically pause client accounts in Pulseem when contract renewals aren’t approved. Or trigger budget increase requests when campaign spending hits predefined limits. You’ll catch issues before clients do.

Finance Departments

ApproveThis can require receipts for any Pulseem-related expenses over $500 before syncing to your accounting software. No more surprise charges – rejections get routed back to requesters with a single click.

The Unsexy (But Critical) Details

License Savings: Pulseem users don’t need ApproveThis licenses to approve requests (they can do it via email). Huge for agencies working with external clients who shouldn’t have full system access.

No More Vacation Bottlenecks: ApproveThis automatically reassigns approvals if someone’s OOO. Pulseem comms update accordingly – no manual status changes needed.

Real-Time Math: Use calculated fields to auto-approve requests under $1K while flagging anything over for review. Sync those numbers directly to Pulseem campaign budgets.

Common Objections (And Why They’re Wrong)

“We already use [Other Tool] for approvals.” Cool – does it natively integrate with your marketing platform to update client statuses automatically? Didn’t think so.

“Our process is too complex.” ApproveThis handles multi-step approvals with conditional logic. If you can whiteboard it, you can automate it.

“We’re not technical enough.” Zapier’s visual builder requires zero code. If you can set up a Gmail filter, you can build these workflows.

How to Not Screw This Up

Do: Start with one high-impact workflow (like client onboarding approvals) before scaling to other processes.

Don’t: Try to automate every approval immediately – you’ll overwhelm stakeholders.

Do: Use ApproveThis’ reporting to identify bottleneck approvers and adjust workflows.

Don’t: Forget to set up escalation rules – $100K deals shouldn’t stall because someone’s on PTO.

Bottom Line

Combining ApproveThis and Pulseem turns approval bottlenecks into automated handoffs. Marketing gets campaigns out faster without cutting corners. Leadership maintains control over high-stakes decisions. Clients stop complaining about delayed responses. And you? You get to stop playing approval traffic cop.

Book a demo to see how it works, or start a free trial if you’re ready to fix approvals today.