ApproveThis manages your Funnelr Integration approvals.

Why This Integration Isn’t Just Another “Nice to Have”

Let’s cut to the chase: Funnelr builds sales machines. ApproveThis keeps those machines from jamming up at the worst possible moment. Together, they turn “Hey, can someone approve this?!” into a silent background process that just works.

Funnelr handles the flashy stuff – landing pages, payment gateways, lead capture. But when real humans need to sign off on orders, subscriptions, or user access? That’s where things get messy. ApproveThis acts like a traffic cop for decisions, routing requests to the right people, escalating when needed, and leaving a clear audit trail. No more digging through Slack threads to figure out who approved that $20K client discount.

What You’re Really Solving Here

For companies scaling past 50 employees, approval bottlenecks aren’t just annoying – they’re expensive. Think about:

• Deals stuck in limbo because accounting hasn’t reviewed the payment terms
• New clients waiting days for portal access because IT’s backlogged
• Subscription upgrades delayed by manual review processes

ApproveThis plugs into Funnelr via Zapier to automate the gatekeeping. The best part? Approvers don’t need a Funnelr license. External partners, contract lawyers, department heads – they can all review requests via email or a simple dashboard. No new logins, no extra seats to pay for.

Real-World Use Cases (Not Just Theory)

1. Killing Order Approval Delays

When a high-ticket order hits Funnelr, ApproveThis can:

- Auto-flag orders over $X using calculated fields
- Route to sales lead + legal simultaneously
- Escalate to CFO after 24 hours if no response
- Push approved orders back to Funnelr automatically

Example: A SaaS company uses approval thresholds to auto-approve upgrades under $500/month but require CEO sign-off for enterprise contracts. Result? 80% of approvals handled same-day without human intervention.

2. Subscription Scrutiny Without the Micro-Managing

New Funnelr subscription? Trigger an approval workflow that:

- Checks if the client passed compliance checks
- Verifies payment method with your finance team
- Requires manager OK for custom contract terms

Example: A marketing agency automatically pauses subscriptions until account managers confirm the client’s onboarding checklist is complete. No more chasing down 15 “quick questions” in email threads.

3. User Access That Doesn’t Keep IT Up at Night

Every new Funnelr user creation can require:

- Department head approval for internal staff
- Client sponsor sign-off for external users
- Automatic deactivation after 90 days unless re-approved

Example: A healthcare tech company automates clinician access approvals, ensuring only HIPAA-certified staff get portal credentials. Compliance stays intact without manual checks.

The Hidden Perks You’ll Actually Use

Beyond the basics, this combo handles the edge cases that derail processes:

Vacation Overrides: Sales director out climbing Machu Picchu? Approval requests auto-reroute to their COO without missing SLAs.

Approval Chains: Require regional manager → VP → CEO sign-offs for custom quotes over $100K, all tracked in one thread.

Audit Trails: Every Funnelr action tied to an approval record – crucial for SOC 2 compliance or client disputes.

Setting This Up Without Overcomplicating It

Here’s the 5-minute version:

1. Create a Zap starting with Funnelr triggers (new order, subscription, user)
2. Connect ApproveThis to handle the “Create Request” action
3. Set approval rules (thresholds, approvers, conditions)
4. Test with a $1 test order in Funnelr
5. Let it run live, but monitor for the first 48 hours

Pro tip: Use ApproveThis’ calculated fields to auto-flag orders needing special review. Example: “If order total > $5K and client location = International, require legal review.”

Who Actually Benefits in Your Org

Sales Teams: Stop losing deals to approval delays. Get client quotes signed off during discovery calls.

Finance: Enforce spending limits automatically. No more “I didn’t know we needed 3 signatures!” surprises.

Operations: Replace chaotic email approvals with a unified system that works with Funnelr’s existing data.

IT: Reduce access-related support tickets. Approve user permissions once, enforce them everywhere.

The Bottom Line

ApproveThis isn’t trying to replace Funnelr – it’s the missing piece for companies that outgrew manual approvals but don’t need enterprise-grade BPM suites. The integration works because it’s surgical: automate just the decision points slowing you down, keep using the tools you already have.

If you’re:

- Adding 10+ new Funnelr clients monthly
- Managing approvals across multiple departments
- Seeing compliance near-misses from rushed sign-offs

…then it’s time to fix the approval chaos before it costs you a major client or audit.

Next Steps (No Fluff)

1. Register for ApproveThis (free 14-day trial)
2. Connect your Funnelr account via Zapier
3. Clone our pre-built templates for orders, subscriptions, user access
4. Run one real approval process start to finish

Or, if you’d rather see it live first: book a 12-minute demo. We’ll show how a mid-sized SaaS company cut approval times by 70% using these exact Funnelr workflows.