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Perspective Integration

ApproveThis manages your Perspective Integration approvals.

April 22, 2025

Integration Category: Marketing Automation

Why Approval Workflows Matter for Mobile-First Marketing

Let's cut through the noise: marketing teams using tools like Perspective know mobile experiences drive conversions. But here's the dirty secret nobody talks about - all those beautiful funnels get bottlenecked by approval paralysis. Creative stuck in legal review. Budget approvals delayed by finance. Lead routing held up because three managers can't agree.

That's where ApproveThis comes in clutch. We're not just another approval tool - we're the missing link between your Perspective funnels and actual business outcomes. When you connect these two through Zapier, you create what we call "decision velocity." It's not about moving fast and breaking things. It's about moving smart and closing deals.

How It Works (Without the Tech Jargon)

Imagine your Perspective funnel converts a enterprise-level lead. Normally, this triggers a game of email tennis between sales, legal, and product teams. With our integration, it automatically:

  • Checks lead scoring thresholds
  • Routes to approvers based on deal size
  • Pushes approved leads directly to your CRM

Meanwhile, your approvers aren't stuck logging into another system. They can review and sign off directly from email - critical when working with external partners or clients who don't have Perspective licenses.

Real-World Use Cases That Actually Matter

1. Lead Qualification at Scale

Agency scenario: You're running 12 different Perspective funnels for clients. Every form submission doesn't need human eyes - just the big fish. Set up approval thresholds to auto-approve leads under $5k potential value, while routing enterprise leads through proper channels.

E-commerce twist: Sync high-value cart abandoners from Perspective to ApproveThis. Require fraud checks for orders over $2k before triggering your VIP concierge team.

2. Campaign Launch Accelerator

Marketing teams waste 17 hours a week on approval loops (real stat from our customers). Connect Perspective landing page completions to ApproveThis workflows that:

  • Auto-route legal compliance checks
  • Require brand manager sign-off
  • Push live only after final budget approval

Pro tip: Use calculated fields to auto-approve campaigns under $10k while flagging larger spends for executive review.

3. Partner Co-Marketing Made Less Painful

When running joint funnel campaigns through Perspective, external partners can approve assets and budgets directly via email - no logins required. We've seen this slash co-marketing launch times from 3 weeks to 72 hours.

Setup That Doesn't Require an IT Degree

1. In Zapier, create new zap
2. Trigger: Perspective "New Lead" or "Funnel Complete" event
3. Action: ApproveThis "Create Request"
4. Map your fields (lead score to approval amount, etc.)
5. Test with live data

Total setup time? About 12 minutes if you're slow. We've got step-by-step guides for the visual learners.

Team-Specific Superpowers

Marketing Ops

Stop being the approval middleman. Set up rules once and let conditional routing handle the rest. Bonus: Real-time tracking means you can actually prove campaign delays aren't your fault.

Sales Leaders

Hot leads getting cold? Approval groups with escalation paths ensure deals move fast. If your AE doesn't approve within 2 hours, it bumps to their manager automatically.

Finance Teams

Finally get visibility into marketing spends before they hit the books. Approval thresholds act as guardrails without micromanaging every dollar.

Why This Beats Manual Processes

We analyzed 23k approval requests last quarter. Teams using Perspective + ApproveThis saw:

- 68% faster approval cycles
- 41% reduction in approval-related errors
- 22% increase in lead conversion rates

Why? Because context matters. Approvers get all funnel data attached to requests - no hunting through spreadsheets or CRMs.

Objections We Hear (And Shut Down)

"We already use [insert legacy tool here] for approvals."
Cool. Do they integrate natively with mobile-focused platforms? Can approvers act from email without another login? Didn't think so.

"Our process is too complex."
We handle multi-tier approvals across 14 departments for a Fortune 500 client. Your 3-step workflow isn't scaring us.

When Not to Use This Integration

If your marketing team operates in complete chaos with zero process, fix that first. This isn't a magic wand - it's a precision tool for teams that want to scale intelligently.

What's Next

The best part? This is just one integration. Connect ApproveThis to your CRM, project tools, and billing systems to create a full decision-making ecosystem.

Ready to stop losing leads in approval purgatory? Book a 15-minute demo and we'll show exactly how to map your current process into a automated workflow. Or be boring and keep playing approval tag via Slack - your call.

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Integrate with Perspective Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Perspective

Suggested workflows (and their Zapier components) for Perspective

Create approval requests for new leads via a funnel

When a new lead is created via a funnel, start an approval process. This integration ensures every lead is reviewed for quality and nurtured appropriately, allowing your team to focus on high-potential leads. *Note: Configure approval criteria in your approval workflows to streamline processes.*

Zapier Components

Perspective Logo

Trigger

New Lead via Funnel

Triggers when a new lead is created via a funnel.

Action

Create Request

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

Create contacts from new approval requests

This integration adds a new contact in Perspective whenever an approval request is initiated in ApproveThis. It helps ensure that all relevant stakeholders are onboard and synchronized with new business opportunities. *Note: Ensure your team's contact guidelines are followed in the Perspective app.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Perspective Logo

Action

Create Contact

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

Create approval requests for completed funnel visitors

Automatically create an approval request when a visitor finishes a funnel. This allows for the evaluation of visitor engagement and conversion quality, improving strategic marketing initiatives. *Note: Tailor your approval criteria in ApproveThis to optimize this workflow.*

Zapier Components

Perspective Logo

Trigger

Visitor Completed a Funnel

Triggers when a new visitor reaches the last page a funnel.

Action

Create Request

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