ApproveThis manages your SurveyRock Integration approvals.

When Surveys Meet Structured Approvals

SurveyRock gives businesses a direct line to customer opinions, employee feedback, and market insights. But what happens after the data rolls in? Manual review processes often create bottlenecks – approvals get buried in inboxes, stakeholders miss deadlines, and critical feedback gathers dust. ApproveThis fixes this disconnect by adding structure, automation, and accountability to how you handle survey results.

By connecting SurveyRock to ApproveThis via Zapier, companies transform raw feedback into actionable outcomes. Approval workflows ensure the right people review high-priority responses on time, while automated triggers eliminate repetitive data entry. Teams spend less time chasing signatures and more time acting on insights that matter.

Why This Integration Works

SurveyRock excels at gathering data; ApproveThis specializes in routing it intelligently. Together, they create closed-loop processes where feedback automatically triggers reviews, decisions, and next steps. Key advantages include:

No More Manual Triage

Set rules to auto-create approval requests for specific survey responses – like customer escalations with low satisfaction scores or vendor assessments requiring procurement review. Approvers get notified immediately via email or Slack, with all relevant response data attached.

External Collaboration Without Headaches

ApproveThis lets external partners or clients approve requests without needing a SurveyRock login. A legal team reviewing a compliance survey or a client approving campaign concepts can review everything directly in ApproveThis – no added software costs or access hurdles.

Audit-Ready Compliance

Every approval decision is timestamped, logged, and attached to the original survey response. This creates a clear audit trail for regulated industries like healthcare or finance, where proof of review is as important as the data itself.

Real-World Use Cases Across Teams

Marketing: Campaign Feedback Loops

A beverage company uses SurveyRock to test new ad concepts with focus groups. When 80%+ respondents rate a concept positively, ApproveThis automatically routes it to the CMO for final sign-off. If scores fall below 50%, the request goes back to the creative team with respondent comments attached. Approval thresholds and conditional routing cut review cycles from weeks to days.

HR: Employee Sentiment Escalation

An annual engagement survey reveals dissatisfaction in a regional sales team. Any response mentioning "workload" or "burnout" triggers an approval request to both HR and the VP of Sales. ApproveThis’ calculated fields tally issue frequency, while vacation delegation ensures requests are rerouted if a key approver is OOO.

Customer Support: High-Risk Escalations

A SaaS company routes NPS survey detractors (scores 0-6) to ApproveThis. Support leads must approve response handling plans within 24 hours, with escalations to product teams if bugs are reported. Real-time dashboards show resolution rates, helping managers spot training gaps.

Operations: Vendor Performance Reviews

Procurement teams use SurveyRock to assess supplier delivery times. Scores below contract SLAs auto-create approval requests to either renegotiate terms or issue penalties. Approval groups ensure both legal and finance teams sign off, with all terms synced to the vendor’s CRM profile.

Setting Up the Integration

Step 1: Create your ApproveThis account and build an approval template for survey requests. Add conditional rules (e.g., escalate low scores to executives) and required fields (survey ID, respondent email).

Step 2: In Zapier, choose SurveyRock’s “New Survey Response” trigger. Filter responses if needed – only process those with specific answers, scores, or metadata.

Step 3: Map critical survey data to ApproveThis’ approval request fields. Include direct links to the SurveyRock response and attach PDF summaries for approvers.

Step 4: Set up notifications. Approvers receive emails with one-click approve/reject buttons, while requesters get status updates in Slack or Teams.

Critical Features That Make It Work

Email-Based Approvals: External partners review requests without logging into any system. They simply click “Approve” or “Reject” in their inbox, with all context embedded in the email thread.

Approval Thresholds: Auto-approve routine responses (e.g., vendor surveys meeting KPIs) to reduce approver workload. Only escalate exceptions for human review.

Calculated Fields: Turn survey data into decision metrics. For instance, calculate average scores across multiple questions or flag responses where urgency ratings exceed a set number.

Who Benefits Most?

Compliance Teams: Ensure all regulated feedback (safety reports, ethics complaints) is reviewed by certified personnel on time. Automatic reminders prevent missed deadlines.

Product Managers: Route feature requests from surveys to engineering leads. Use approval comments to prioritize the roadmap without endless meetings.

Customer Success: Automatically flag at-risk accounts based on survey sentiment. Approval workflows ensure CSMs document action plans before renewal talks.

Limitations to Consider

ApproveThis doesn’t natively analyze survey data – it manages decisions based on that data. Pair it with SurveyRock’s reporting tools for full visibility. Also, complex multi-app workflows may require a paid Zapier plan for advanced filters and logic.

Getting Started

For teams drowning in unprocessed feedback, this integration turns chaos into clarity. Start with a high-impact use case – like customer escalations or vendor assessments – to demonstrate quick ROI.

Register for a free ApproveThis trial, then explore our pre-built Zapier templates for SurveyRock. For complex workflows, schedule a demo to see conditional logic and approval thresholds in action.