ApproveThis manages your Proofly Integration approvals.

When Approval Processes Meet Social Proof Magic

Let’s cut to the chase: approvals suck. They’re the traffic jam in your team’s productivity highway. Meanwhile, your marketing team’s sweating bullets because they need social proof notifications yesterday to hit their conversion goals. This is where connecting ApproveThis and Proofly turns a messy intersection into a smooth on-ramp.

ApproveThis handles the bureaucratic stuff (multi-step approvals, delegated sign-offs, conditional logic) while Proofly turns those approved decisions into social proof gold. Together via Zapier, they automate the gap between “maybe” and “hell yes” across teams. We’re talking about turning week-long approval chains into automated workflows that trigger Proofly notifications the second deals get greenlit.

Why This Combo Doesn’t Just “Work” – It Solves Real Problems

Most approval tools talk about “streamlining.” Proofly talks about “social urgency.” Let’s bridge that gap with actual business outcomes:

For Marketing Teams

Imagine your lead gen form gets a submission. Normally, someone’s gotta manually check if it’s a qualified lead before adding it to Proofly’s “Recent Sign-Ups” ticker. With this integration? The lead auto-triggers an approval request. Once approved, Zapier pushes it to Proofly and updates your CRM. No more “Hey, did we approve that enterprise demo request yet?” Slack messages.

For Sales Ops

Deal approvals often require sign-off from finance and legal. ApproveThis routes the request sequentially (no CC’ing 15 people), then auto-creates a Proofly conversion event once approved. Suddenly, your pricing page shows “3 companies like yours closed deals today” – actual FOMO fuel.

For Customer Success

Contract renewals stuck in approval limbo? Set up thresholds: deals under $5K auto-approve, anything higher gets routed. Approved renewals trigger Proofly notifications showing “8 clients renewed this week” – perfect for upselling others.

Two Killer Use Cases (That Actually Move Needles)

1. From Lead to Social Proof in 3 Clicks

The Problem: Marketing’s spending $100/click on ads, but leads sit unvetted for days. By the time sales follows up, the prospect’s cold. Even worse – you can’t leverage those leads for social proof until they’re approved.

The Fix:

• Proofly detects new lead → Zapier creates ApproveThis request
• Sales lead approves/denies via email (no app login needed)
• Approval triggers Zapier to:
  • Add lead to CRM
  • Push to Proofly as conversion event

Real-World Impact: A SaaS company reduced lead-to-approval time from 48hrs to 90 minutes. Their pricing page now shows “23 sign-ups this week” instead of crickets.

2. Approval-to-Notification Automation

The Problem: Your e-commerce team approves a flash sale, but IT hasn’t updated the site banner. Meanwhile, customers see outdated social proof stats.

The Fix:

• ApproveThis gets a “Flash Sale Approval” request
• Once approved, Zapier triggers Proofly to:
  • Show “Sale Approved! 10+ stores bought in last hour”
  • Start countdown timer

Real-World Impact: A retail brand used this to promote Black Friday deals. Notifications updated instantly upon approval, contributing to a 28% uplift in early-bird sales.

Why This Isn’t Just Another Zap

Most Zapier integrations just shuffle data. This combo actually closes loops:

Approval Thresholds That Don’t Micromanage

ApproveThis lets you set rules like “Auto-approve refunds under $200” or “Escalate deals over $50K to CFO.” No more bottlenecking small decisions. Once auto-approved, Proofly can notify teams or display social triggers without human intervention.

Approval Groups That Mirror Real Hierarchy

Need consensus from 3 department heads? Sequential approvals from regional managers? ApproveThis handles complex org structures, then Proofly broadcasts the result as social proof. External partners (agencies, vendors) can approve without needing your internal tools.

Calculated Fields That Prevent Embarrassing Oopsies

Automatically check if a request meets criteria before routing. Example: “If deal discount > 25%, require VP approval.” No more accidental over-discounts slipping through. Approved deals then feed into Proofly’s social notifications with accurate numbers.

Setup That Doesn’t Require a PhD

We’ve all seen “5-minute setup” guides that take 3 hours. Here’s the real deal:

Basic Configuration

1. Connect Both Apps to Zapier: Zapier accounts for ApproveThis + Proofly (15 minutes)
2. Pick Your Trigger: “New Lead” in Proofly or “Approval Completed” in ApproveThis
3. Map Fields: Link Proofly lead data to ApproveThis request templates (or vice versa)
4. Test with Dummy Data: Submit a fake lead/approval to confirm Zap works

Pro Tip: Use Calculated Fields for Smarter Routing

In ApproveThis, set up a field that auto-calculates lead quality score based on Proofly data (e.g., page visits + form fills). Route high scores to sales directors, low scores to junior reps. Approval time drops, Proofly gets quality conversions to display.

Who Actually Benefits? (Spoiler: Not Just Managers)

Marketing Teams Get Ammo

Every approved lead becomes a conversion stat in Proofly. Suddenly, your case study page shows “Approved by 450+ SaaS companies” instead of vague testimonials.

Sales Ops Stops Playing Secretary

Deal approvals auto-post to Proofly as social proof. New prospects see “5 similar deals closed today” during negotiations. Pricing power unlocked.

Customer Success Looks Proactive

Auto-approve common upgrade requests under $1K. Proofly shows “3 upgrades this hour” – upsell emails practically write themselves.

The Bottom Line (No Fluff)

ApproveThis + Proofly via Zapier isn’t about automation for automation’s sake. It’s about:

- Closing Approval-Proof Gaps: No more approved deals sitting in limbo before becoming social proof
- External Approvals Without Headaches: Clients/vendors approve via email (no logins)
- Real-Time Social Pressure: Turn every approval into social proof instantly

If your approval processes are stuck in 2010 while your marketing team’s trying to run TikTok-era campaigns, this integration is your bridge. It’s not sexy, but neither is revenue leakage from slow approvals.

Next Step: Book a 15-minute demo to see how Approval Thresholds + Proofly automations can cut your approval-to-conversion time by 80%. Or just keep herding approval emails – your call.