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Fideltour Integration

ApproveThis manages your Fideltour Integration approvals.

April 17, 2025

Integration Category: Crm

When Approval Management Meets Hotel CRM Muscle

Let’s cut to the chase: approvals suck. Especially when you’re managing guest experiences, loyalty programs, and 3AM emergency purchase requests for a hotel. That’s why combining ApproveThis’s approval automation with Fideltour’s hotel-specific CRM isn’t just convenient – it’s a straight-up power move for teams tired of chasing down signatures and second-guessing client data.

Here’s the deal: Fideltour helps you segment guests, track interactions, and build loyalty programs that actually work. ApproveThis slaps an engine on top of that to automate every “Hey, can you sign off on this?” request. Connect them through Zapier, and you’ve got a system where client data triggers approvals, approvals update client records, and nobody’s stuck playing email tag with the finance team.

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

Fideltour’s strength is in its hotel-specific CRM tools – think guest segmentation that actually understands hospitality workflows, loyalty tracking that doesn’t require a data science degree, and client profiles that show you more than just check-in dates. Where it stops short is the “Okay, now what?” moment after you’ve identified a high-value guest or need to greenlight a VIP comp.

ApproveThis fills that gap by adding:

  • Automatic approval routing based on spend thresholds (No more $10k comps approved by interns)
  • Chain-of-command workflows that actually respect your hotel’s hierarchy
  • Real-time audit trails for compliance without the paperwork nightmare

Example: When Fideltour flags a loyal guest’s 10th stay, ApproveThis can auto-route a comp upgrade approval to the right manager before the front desk even thinks about it. No spreadsheets. No “Wait, who signs off on suites?”

Four Ways This Integration Actually Makes Hotel Teams Better

1. VIP Treatment Without the Guesswork

When Fideltour adds a contact to your “High Lifetime Value” segment, ApproveThis can trigger a approval workflow for personalized offers. Picture this:

A boutique hotel group uses this to automatically route spa credit approvals when luxury travelers hit certain stay milestones. General managers approve directly from email, the front desk gets notified instantly, and the guest gets surprised with champagne. All because the systems talk instead of people chasing paper.

2. Audit-Proof Compliance on Autopilot

Every time your sales team creates a corporate rate package in Fideltour, ApproveThis can require director sign-off before it goes live. We’re talking automated reminders, version control, and a paper trail that won’t make your auditors cringe. Hotel chains use this to enforce rate parity across properties without micromanaging every decision.

3. Client Data That Stays Fresh (Without the Manual Grind)

Here’s where it gets slick: When an approval gets denied in ApproveThis (say, a questionable comp upgrade request), Zapier can update the guest’s Fideltour profile with notes. No more copy-pasting between systems. Resort teams use this to flag guests who consistently push for unapproved perks – valuable intel for future interactions.

4. Emergency Purchases That Don’t Wait for Meetings

When maintenance logs a critical equipment replacement in Fideltour, ApproveThis can route the approval based on cost thresholds. $500? Facilities manager. $5k? Director of Ops. $50k? CFO gets a text. Hotel engineers love this because broken ACs get fixed before guest complaints hit TripAdvisor.

Setup That Won’t Make You Want to Swear at Your Laptop

Connecting these through Zapier is simpler than most PMS setups. Here’s the brass tacks:

  1. Create your Zapier account (if you don’t have one)
  2. Choose Fideltour as the trigger app (like “New Contact in VIP Segment”)
  3. Select ApproveThis as the action app (“Create Approval Request”)
  4. Map the Fideltour data fields to your approval template
  5. Test with a real-world scenario (e.g., fake a loyal guest entry)

Pro tip: Use ApproveThis’s calculated fields to auto-flag requests that exceed budget thresholds. Combine with Fideltour’s segmentation data, and you’ve got approvals that factor in both spend limits and guest value.

Who Actually Benefits? (Spoiler: More Than Just Managers)

Revenue Teams: Auto-approve upsell offers for high-potential guests without waiting for committee meetings. Deny sketchy discounts faster than a front desk agent can say “third-party booking.”

Operations: Get emergency maintenance approvals before the negative reviews start pouring in. Automate inventory purchase sign-offs based on real-time occupancy data from your PMS.

Marketing: Launch loyalty campaigns faster by routing promotional budget approvals through predefined workflows. No more waiting for CFO sign-off on every email blast.

Finance: Sleep better knowing that comp stays and vendor payments require proper hierarchical approvals. Real-time dashboards show pending requests instead of surprise invoices.

Killer Features You’ll Actually Use

Beyond basic approvals, this combo brings:

Approval Thresholds: Auto-approve minor guest recovery requests (think: late checkouts) while flagging major comps. Fideltour’s guest value data can even adjust these thresholds dynamically.

Vacation Delegation: When your GM is at a conference, approvals automatically reroute without missing a beat. Integrates with Outlook/Google Calendar so it knows who’s OOO.

Email Approvals: Directors can approve $10k spends from their phones between meetings. No app download required – works with any email client.

The Bottom Line for Hoteliers

If you’re still handling approvals through email chains or (shudder) paper forms, you’re leaving money on the table. Not just in labor costs, but in missed upsell opportunities and guest experience fails. This integration isn’t about flashy tech – it’s about eliminating the stupid bottlenecks that make hotel operations grind to a halt.

ApproveThis doesn’t require approvers to have Fideltour licenses, which is clutch when dealing with external owners or corporate finance teams. They get to approve or reject requests via email like civilized humans, while your CRM stays clean and audit-ready.

Make It Happen

Enough talk. Zapier handles the tech glue. You handle the guest experiences. Start with a free ApproveThis trial, connect it to your Fideltour account, and automate your first approval flow in under an hour. Or book a demo if you want to see how major hotel groups are using this to cut approval times by 70%. Either way, stop letting paperwork slow down your ops.

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Best Approval Workflows for Fideltour

Suggested workflows (and their Zapier components) for Fideltour

Create approval request for new contacts in segment

When a new contact is added to an audience segment in Fideltour, this automation creates an approval request in ApproveThis to verify the contact details. *Note: Ensure the contact information is correctly mapped before sending for approval.*

Zapier Components

Fideltour Logo

Trigger

Add Contact to Audience Segment

Triggers when a contact has been added to an audience segment

Action

Create Request

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

Create movement for new approval requests

When an approval request is initiated in ApproveThis, this integration creates a new movement in Fideltour to track the subsequent process. *Note: Configure the movement details accurately in Fideltour.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Fideltour Logo

Action

Create Movement

Create a new movement in Fideltour.

Create approval request for audience segment activation

When an audience segment is activated in Fideltour, this automation sends an approval request via ApproveThis to validate the activation. *Note: Check the segment parameters before approval.*

Zapier Components

Fideltour Logo

Trigger

Activate Audience Segment

Triggers when an audience segment has been activated

Action

Create Request

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

Update contact for completed approval requests

When an approval request is approved or denied in ApproveThis, this integration updates the corresponding contact data in Fideltour. *Note: Confirm that the contact ID is properly mapped for accurate updates.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Fideltour Logo

Action

Update Contact

Update the desired fields of a contact, their ID in Fideltour is required for this.