ApproveThis manages your Stampede Integration approvals.

Why These Two Tools Belong Together

Let’s cut to the chase: approvals are the traffic jams of business processes. Stampede’s customer insights and marketing automation? That’s your sports car stuck behind a minivan. Connect them through Zapier, and suddenly you’ve got a clear highway.

ApproveThis handles the red tape – multi-step sign-offs, budget thresholds, delegation when someone’s on vacation. Stampede tracks customer interactions and runs campaigns. Together, they turn “waiting for approval” into a background process that doesn’t derail your sales or marketing momentum.

What This Combo Does That Others Don’t

Most approval tools treat every “yes/no” like a standalone event. ApproveThis adds context: automatic escalations for high-value deals, real-time calculations in requests, and approval paths that adapt based on who’s available. Stampede’s strength? Turning customer data into actionable campaigns. When these talk, you get campaigns that launch faster because the legal and financial checks happen automatically.

Here’s the kicker: approvers don’t need a Stampede license. Your CFO can greenlight a marketing budget in ApproveThis without logging into yet another platform. External partners? Same deal – they approve via email, and Stampede gets updated automatically.

Real-World Use Cases (No Fluff)

1. Vetting New Customers Without the Paperwork

The Problem: High-risk clients (think agencies working with regulated industries) need legal/compliance checks before onboarding. Manually forwarding Stampede registrations to Slack or email creates chaos.

The Fix: When someone registers in Stampede, ApproveThis auto-generates a request with their details. Compliance teams get a structured checklist: KYC docs, risk scoring, approval thresholds. Approved? Stampede triggers the welcome campaign. Denied? A templated rejection goes out.

Who Uses This: Financial services, healthcare marketers, agencies with client approval boards.

2. Turning Approved Deals into Tracked Campaigns

The Problem: Sales closes a deal, but marketing doesn’t know to personalize campaigns. Or worse – they launch something before legal approves the messaging.

The Fix: When ApproveThis approves a contract (with budget thresholds), Stampede auto-creates the customer profile and queues the post-signature email sequence. Bonus: Use ApproveThis’ calculated fields to set campaign budgets based on deal size.

Who Uses This: SaaS companies, enterprise sales teams, anyone with tiered customer onboarding.

3. Quality Control for Customer Interactions

The Problem: Support teams resolve tickets, but managers can’t review high-risk cases before closing them. Stampede logs the interaction, but it’s buried in reports.

The Fix: Stampede triggers an ApproveThis request when support logs a VIP ticket or refund over $X. Managers approve/escalate directly from email. Approved interactions auto-close; denied ones get notes for follow-up.

Who Uses This: E-commerce, subscription services, customer success teams.

Setup: Less Time Than Your Morning Coffee

Connect ApproveThis and Stampede in Zapier (we’ve got a step-by-step guide here). Two paths work best:

Path 1: Stampede (New Registration) → ApproveThis (Create Request) → Stampede (Update Campaign Status). Good for compliance-heavy approvals.

Path 2: ApproveThis (Approved Request) → Stampede (Create Customer + Campaign). Use this for post-approval automation.

Pro Tip: Set up Approval Thresholds in ApproveThis to auto-approve low-risk items. Only escalate what actually needs human eyes.

Teams That Benefit Most

Marketing: Launch Faster, Risk Less

Example: A retail chain approves holiday campaigns through ApproveThis. Once approved, Stampede schedules emails/SMS blasts. If someone tries to change the promo post-approval? That’s another request. No more “rogue discounts” blowing the budget.

Sales: Close Deals, Not Tickets

Example: Enterprise reps approve custom contracts in ApproveThis. Approved deals push to Stampede for onboarding campaigns. Denied deals trigger a salvage workflow. All without leaving your CRM.

Operations: Audit-Proof Processes

Example: Track Stampede interaction approvals in ApproveThis with timestamps, approver comments, and version history. Export reports for compliance with one click.

Why This Isn’t Just Another Integration

Most tools stop at passing data. Here’s where ApproveThis + Stampede gets clever:

Conditional Approval Paths: A $500 ad spend might need a manager’s OK; $5k triggers a CFO review. Stampede updates the campaign budget based on what’s approved.

Deadline-Driven Escalations: If a Stampede campaign is scheduled but stuck in approval limbo, ApproveThis pings higher-ups automatically.

No More App Switching: Approvers get everything in email. They click “Approve,” and Stampede does the rest. No new logins, no forgotten passwords.

Common Objections (And How to Shut Them Down)

“We already use [Other Tool] for approvals.”
Cool. Does it calculate dynamic budgets? Handle vacation delegation? Sync with your marketing automation without custom code? Didn’t think so.

“Our approvals are too complex.”
Define multi-step paths in ApproveThis: Legal reviews T&C changes, then Finance checks the budget, then Marketing schedules in Stampede. Each step has conditions – like skipping Finance if under $10k.

Bottom Line

If you’re using Stampede, you care about customer momentum. ApproveThis keeps that momentum from hitting approval roadblocks. It’s not about replacing human judgment – it’s about making that judgment happen faster, with less busywork.

Get started with a free trial, or book a demo to see how it handles your trickiest approval scenarios. No sales scripts – just 15 minutes that’ll save your team 15 hours a month.