ApproveThis manages your Autopilot Journeys Integration approvals.

Why These Two Tools Click

Let’s cut to the chase: approval processes suck when they’re manual. Autopilot Journeys automates customer experiences across email, SMS, and web – but what happens when your team needs to sign off on campaign changes, new lead lists, or budget approvals? That’s where ApproveThis comes in. Together, they handle both the “doing” and the “deciding” parts of your operations without missing a beat.

Think of it like this – Autopilot drives the car, but ApproveThis makes sure you’re not speeding through red lights. When you connect them through Zapier, you’re building guardrails that keep marketing campaigns compliant while eliminating back-and-forth emails. No more chasing down managers for signatures or wondering if that discount offer ever got cleared by legal.

Three Ways This Combo Actually Works

1. Filtering Leads Before They Hit Your Campaigns

Here’s a scenario we’ve all seen: Marketing adds 5,000 new contacts to Autopilot. Sales complains half are junk leads. Operations gets stuck cleaning up the mess. With ApproveThis in the loop, you can set up a simple rule: any new contact list from trade shows or webinars needs manager approval before hitting Autopilot.

How it plays out: New Autopilot contact → Triggers ApproveThis workflow → Sales lead reviews key details → Approved contacts get added to nurture campaigns. Denied? They go to a re-engagement list instead. For companies dealing with high-value leads (think SaaS or enterprise services), this stops unvetted contacts from blowing up your sales team’s pipeline.

2. Keeping Email Lists From Turning Into Graveyards

Autopilot’s great at sending emails – until you’re blasting people who unsubscribed six months ago. Connect ApproveThis to handle opt-out requests that need human review. When someone unsubscribes through a link that requires approval (like enterprise contracts or subscription boxes), ApproveThis routes it to the right team member. Approved? Autopilot automatically scrubs them from all lists. No more accidental “We miss you!” emails to lawyers who’d love to sue.

Bonus points: Use ApproveThis’ calculated fields to auto-approve certain unsubscribes (free accounts) while flagging others (annual plan customers) for immediate account manager review.

3. Launching Campaigns Without The Paperwork Nightmare

Marketing teams waste 12 hours a week on approval loops for campaign copy. Here’s the fix: When a new journey gets added to Autopilot, ApproveThis automatically pings legal/compliance teams via email. They review directly in their inbox with one-click approve/deny buttons. Approved? The campaign goes live. Denied? Comments route back to the marketing lead with tracked changes.

We’ve seen e-commerce companies use this specifically for holiday promos – $50K in discounts don’t go out unless finance and inventory leads both sign off. ApproveThis handles the multi-step approval, Autopilot executes the timing.

Who Actually Benefits From This Setup

Marketing Teams: Stop being the middleman between sales, legal, and Autopilot campaigns. Set thresholds where campaigns under $5K auto-approve, larger budgets escalate to directors.

Customer Success: Need to extend a trial? Approval requests trigger from Autopilot lead scoring data. Approved users get upgraded automatically; denied ones enter a win-back journey.

Operations: Automate vendor onboarding – new supplier contacts in Autopilot require procurement approval before being added to payment systems. No more rogue vendors slipping through.

Setting This Up Without Losing Your Mind

You’ll need: An ApproveThis account, Autopilot subscription, and Zapier login. Total setup time? 23 minutes if you’re focused. Here’s the play-by-play:

1. In Zapier, create a new Zap with Autopilot as the trigger app (pick “Contact Added”)
2. Connect to ApproveThis as the action app (use “Create Request”)
3. Map contact details from Autopilot to the approval form fields
4. Set approval rules in ApproveThis – who needs to sign off, deadlines, escalation paths
5. Test by adding a dummy contact to Autopilot and approving/denying it

Pro tip: Use ApproveThis’ vacation delegation feature so campaigns don’t stall when approvers are OOO. Their substitute gets automatic access without needing Autopilot permissions.

Why This Isn’t Just Another Integration

Most approval tools treat Autopilot like a spreadsheet – static data in, checkmarks out. ApproveThis adds context: real-time calculations (discount amounts, lead scores), conditional routing (escalate to CFO if over $X), and audit trails that show exactly who approved what campaign change.

And here’s the kicker: External partners can approve requests without Autopilot licenses. Agencies love this – clients review campaign drafts in ApproveThis, approved content drops into Autopilot, and the client never sees your internal setup.

When To Use This Combo (And When Not To)

This integration shines for companies where:

• Campaigns require legal/compliance sign-off
• Multiple departments touch customer journeys
• High-value leads need vetting before sales engagement

It’s overkill if you’re sending bulk newsletters without compliance needs. But for regulated industries (finance, healthcare) or complex sales cycles? Non-negotiable.

What You’re Not Thinking About (But Should)

Approval logs aren’t just CYA paperwork. When connected to Autopilot, you can:

- Auto-pause journeys if approvals are delayed
- Tag contacts with approval status for personalized follow-ups
- Generate reports showing how approval speed impacts campaign performance

A B2B company we worked with found campaigns with approvals under 2 hours converted 34% better – now that’s a metric worth tracking.

Time To Stop Approving Stuff Manually

Here’s the bottom line: Autopilot Journeys handles the “what” of customer experiences. ApproveThis manages the “who said yes.” Together, they let you scale campaigns without scaling chaos.

Ready to let these two tools handle the busywork? Get started with ApproveThis or schedule a live walkthrough to see how it plays with your Autopilot setup. No sales scripts, just real use cases from companies like yours.