ApproveThis manages your e-clicks Integration approvals.

Two Platforms, One Goal: Faster Decisions

E-Clicks gives marketers power to build sales funnels and nurture leads. ApproveThis gives teams control over critical decisions. Together, they solve a common problem: bottlenecks that slow down campaigns, client onboarding, and budget approvals. By connecting these platforms through Zapier, you create closed-loop automation where marketing actions trigger approval processes, and approval outcomes drive next-step marketing actions.

Consider a landing page form submission for a high-ticket service. With this integration, that lead could automatically require internal sign-off before being assigned to sales. Or imagine automatically sending VIP nurture emails when a contract gets final approval. These aren't hypotheticals - they're workflows we'll break down below.

Why This Integration Works

E-Clicks excels at lead capture and email sequencing but wasn't built for governance. ApproveThis specializes in audit-ready approvals but doesn't handle marketing execution. The Zapier integration bridges this gap:

• No Dual Licensing: External partners can approve requests via email without needing E-Clicks logins
• Real-Time Sync: Approval statuses instantly update E-Clicks lead records and groups

A digital agency reduced their proposal turnaround time by 65% using these tools together - approvals that previously took days now happen during client discovery calls.

Four Core Use Cases (With Real Business Examples)

1. Form Submissions → Approval Requests

How It Works: When a lead submits a high-value form (e.g., enterprise service inquiry), E-Clicks triggers an ApproveThis workflow requiring sales director sign-off before the lead is assigned.

Who Uses This:
Marketing Agencies: Prevent overcommitment by requiring creative director approval for custom scope requests
Event Planners: Automatically flag VIP ticket purchases needing security clearance

2. Approved Requests → Trigger Emails

How It Works: When a budget request gets approved in ApproveThis, E-Clicks sends a personalized email sequence to the stakeholder with next steps and contracts.

Who Uses This:
SAAS Companies: Send onboarding emails immediately after free trial upgrade approval
Nonprofits: Automate donor acknowledgment emails when sponsorship packages are approved

3. New Approvals → Update Lead Groups

How It Works: When a sales discount request is approved, ApproveThis triggers E-Clicks to add the lead to a "Negotiated Deal" group for specialized nurturing.

Who Uses This:
E-Commerce Brands: Move wholesale buyers into a dedicated nurture track post-approval
Consulting Firms: Tag approved webinar attendees for high-ticket offer follow-ups

4. Deletion Requests → Approval Audit Trail

How It Works: When a sales rep deletes a lead in E-Clicks, ApproveThis requires manager approval, preventing accidental or unauthorized data loss.

Who Uses This:
Healthcare Marketers: Maintain compliance with patient data handling regulations
Enterprise Teams: Ensure CRM hygiene without risking critical account data

Implementation Guide

Step 1: Create a Zapier account if you don't have one

Step 2: Connect your E-Clicks and ApproveThis accounts via Zapier's dashboard

Step 3: Choose your trigger (e.g., "Form Submit" in E-Clicks) and map key fields

Step 4: Set up your approval logic in ApproveThis - thresholds, approvers, etc.

Step 5: Test with non-critical workflows before full deployment

Most teams have their first workflow live in under 90 minutes. The key is starting simple - automate one approval process, then expand.

Department-Specific Benefits

Marketing Teams

Add approval gates to campaign launches without slowing momentum. Example: Automatically route new ad copy through legal review while simultaneously queuing design assets in your CMS.

Sales Operations

Enforce discount approval policies while keeping deals moving. Sales reps request discounts in E-Clicks, approvers get email alerts, and approved deals automatically update in your CRM.

Client Services

Coordinate multi-stakeholder approvals for account changes. When a client requests a new user seat in E-Clicks, ApproveThis routes to both internal IT and the client's billing contact.

Advanced Features Worth Exploring

Once you've mastered basic workflows, leverage these capabilities:

Approval Thresholds: Auto-approve routine requests (e.g., under $500) while flagging exceptions

Calculated Fields: Build dynamic approval rules - e.g., "Total discount exceeds 15% AND order value > $10K"

Vacation Delegation: Avoid delays by automatically reassigning approvals during PTO

Common Mistakes to Avoid

Don't: Overcomplicate initial workflows - start with 1-2 step approvals
Do: Use ApproveThis' email approvals for external clients - no app access needed
Don't: Forget to set up denial workflows - rejected requests need clear next steps
Do: Audit logs monthly to optimize approval bottlenecks

Getting Started

The strongest integrations solve specific pain points. Identify one approval process that causes delays (e.g., content reviews, contract sign-offs), then build your first Zap around it. Most teams see ROI within two campaign cycles through faster turnaround times and fewer errors.

Ready to eliminate approval bottlenecks? Start your ApproveThis trial or schedule a custom demo to see how it works with E-Clicks.

For more on E-Clicks' capabilities, visit their official site.