ApproveThis manages your EASY2 approvals.

Why EASY2 Needs Approval Guardrails

Let's be real - marketing teams move fast. New landing pages get built, campaigns get launched, and customer data flows in from a dozen directions. EASY2 handles the heavy lifting of funnels, emails, and member portals. But when every form submission or booking request could turn into a compliance headache or budget overrun, you need something EASY2 doesn't offer: structured approvals.

That's where ApproveThis comes in. We're the missing "pause button" for your marketing ops. When you connect EASY2 to ApproveThis through Zapier, you create automatic checkpoints that:

• Stop sketchy form submissions from polluting your CRM
• Prevent overbooked resources from getting double-committed
• Ensure discount requests actually make financial sense

Best part? Your approvers don't need EASY2 logins. Legal hates your marketing tools? Finance lives in Excel? No problem - they can approve/reject everything via email while you keep working in EASY2.

Three Ways This Combo Saves Teams From Themselves

1. Booking Requests That Don't Break the Bank

Imagine your sales team using EASY2's booking system to schedule client demos. Except they keep booking premium time slots for tire-kickers who never buy. With ApproveThis:

→ New EASY2 booking triggers approval request
→ Sales manager checks lead score in CRM
→ Low-score leads get auto-rejected
→ High-value leads skip manual review
→ Approved bookings sync back to EASY2 calendar

Real-world impact: A SaaS company reduced wasted demo time by 62% in 3 months by adding lead qualification checks before calendar sync.

2. Form Submissions That Don't Create Chaos

Those EASY2 web forms? They're lead gen gold... until someone submits 50 fake email addresses to get your free eBook. ApproveThis acts as your bouncer:

→ New form entry in EASY2 creates approval task
→ Marketing ops checks for valid business email
→ Auto-approve domains from your target account list
→ Flag free email providers for manual review
→ Only clean leads hit your nurture campaigns

Pro tip: Use ApproveThis' calculated fields to auto-reject submissions that don't meet minimum data completeness scores.

3. Client Onboarding That Doesn't Require Micromanaging

Agencies love EASY2 for client portals - until they're chasing 15 stakeholders to approve a simple landing page. Here's the fix:

→ Finalize project in EASY2 member area
→ ApproveThis pings all approvers simultaneously
→ Client CMO approves copy via email
→ Legal team reviews T&Cs in parallel
→ Only when both greenlight does EASY2 publish

Bonus: Vacation delegation means approvals never get stuck waiting for someone's Bali return flight.

Setting This Up Without IT Involvement

If you can make a sandwich, you can connect EASY2 to ApproveThis:

1. Create Zapier account (free tier works)
2. Choose EASY2 trigger (booking/form/etc.)
3. Select ApproveThis action ("Create Request")
4. Map EASY2 data to approval fields
5. Set escalation rules in ApproveThis dashboard

Total setup time? Less than your next Zoom call that should've been an email.

Who Actually Benefits From This Integration?

Marketing Teams

Stop being the bottleneck for every campaign change. Set approval thresholds so only budget increases over 10% need CFO sign-off. Auto-approve routine content updates while keeping compliance teams happy.

Client Services Agencies

Replace endless email threads with structured approval chains. Clients approve drafts directly from their inbox while your team keeps working in EASY2. Bonus: Built-in audit trails for scope creep disputes.

E-commerce Operations

Connect EASY2's order forms to inventory approval rules. Automatic rejection of orders exceeding warehouse capacity. Escalate custom product requests to production leads based on complexity scoring.

Why This Isn't Just Another Zap

Most EASY2 integrations just shuffle data. This one adds human judgment where it matters:

Approval Thresholds: Auto-approve discount requests under 15% but flag bigger deals for review.
Parallel vs. Sequential: Need legal AND creative approval? Make them concurrent. Want regional then HQ sign-off? Set order.
Real-Time Tracking: See which requests are stuck in "approver purgatory" instead of guessing why projects stall.

Common Objections (And Why They're Wrong)

"We already have EASY2 workflows!"
Cool. Now add conditional approvals that require actual human decisions, not just automated if/then rules.

"Our team will hate another tool!"
They already hate chasing approvals in Slack. ApproveThis lives in email - where their inbox already is.

"We don't have budget!"
How much does it cost when a unapproved discount leaks? Or a non-compliant campaign gets fined? Exactly.

Getting Started Without the Sales Pitch

Two options that don't require talking to us:

1. Free trial - Connect one EASY2 workflow in 15 minutes
2. Custom demo - We'll build your first approval flow live

Either way, you keep using EASY2 like normal. We just add the guardrails so your team can go fast without breaking things.