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EarlyBird Integration

ApproveThis manages your EarlyBird Integration approvals.

April 17, 2025

Integration Category: Cms

When Landing Pages Meet Approval Automation

Let's cut to the chase: EarlyBird helps you validate ideas fast. ApproveThis makes decisions happen faster. Together? They turn "maybe" into "done" before your competitors finish their third Zoom call of the day.

What Happens When You Mix These Tools

EarlyBird's strength is capturing leads and payments through slick landing pages. ApproveThis specializes in killing bottlenecks in approval processes. Connect them via Zapier, and you've got a system where:

  • New leads automatically trigger internal review processes
  • Payments get approved (or flagged) before the coffee gets cold

The kicker? Approvers don't need EarlyBird licenses. Your finance team approves payments without logging into your marketing tool. Clients sign off on proposals without seeing your internal systems. Less friction, more action.

Real-World Use Cases That Don't Suck

1. Lead Review Without the Spreadsheet Circus

Marketing agencies using EarlyBird: When a new lead comes through your campaign landing page:

→ Zapier auto-creates an ApproveThis request
→ Sales lead gets notified via email (no app login needed)
→ They approve/deny right from inbox
→ CRM updates automatically

Why it matters: Stops high-value leads from rotting in shared inboxes. Legal signs off on enterprise deals while bizdev reviews SMB leads – all in parallel.

2. Payment Approvals That Actually Prevent Fraud

SaaS companies: When EarlyBird captures a payment:

→ Auto-create approval request with amount + customer history
→ Finance gets email with one-click approve/deny
→ Threshold rules auto-approve small recurring charges
→ Suspect $5k transaction? Escalates to CFO

Why accountants love this: They set rules once. The system handles the grunt work. Vacation coverage happens automatically. No more chasing down approvers.

Department-Specific Wins

Marketing Teams

EarlyBird landing pages for new campaigns? Connect them to ApproveThis for:

- Budget approvals before sending traffic
- Legal review of claims/offers
- Client sign-off on campaign concepts

Pro tip: Use calculated fields to auto-flag campaigns exceeding quarterly budgets.

Product Teams

Validate new features with EarlyBird, then:

- Route high-demand features to dev
- Send "maybe" ideas to stakeholder review
- Auto-reject features under 100 signups

Bonus: Attach user comments directly to approval requests. No more digging through Slack.

Finance Teams

Connect EarlyBird payments to ApproveThis for:

- Escalation rules on large transactions
- Auto-approve recurring charges under $500
- Export approved payments directly to QuickBooks

Fun fact: Approval thresholds cut payment processing time by 62% for one fintech client.

How to Set This Up Without Losing Your Mind

1. Create a Zapier account (free tier works)
2. Connect EarlyBird (it's here)
3. Connect ApproveThis
4. Pick your trigger (new lead/payment)
5. Map fields from EarlyBird to approval requests
6. Test with a $1 payment or test lead

Total setup time: 12 minutes if you're slow at clicking.

Why This Combo Beats Custom Coding

Early-stage startups often try to build approval logic into EarlyBird. Bad move. Here's why:

- ApproveThis handles edge cases (vacations, thresholds, escalations)
- You can modify workflows without touching your landing pages
- Approvers never see your internal tools
- Audit trails happen automatically

One founder's story: "We wasted 3 weeks building approval logic. Then the finance guy quit. With ApproveThis, I set it up myself in an afternoon."

Objections We've Heard (And Shut Down)

"We just use email approvals."
Cool. How do you track them? Handle vacation coverage? Prevent $10k payments because Susan forgot to check her inbox?

"Our CRM does approvals."
Great. Does it handle multi-team reviews? Legal + finance + exec sign-offs on the same request? Thought not.

When to Steal These Workflows

Ideal if you're:

- Getting >100 leads/payments monthly
- Working with external clients/vendors
- Scaling past 50 employees
- Tired of "Who approved this?!" fire drills

Final Word

EarlyBird helps you validate ideas. ApproveThis validates decisions. Together, they remove the crap that slows down growth.

Book a 10-minute demo or start a free trial. If it doesn't save you 4 hours/week, we'll buy you coffee.

🥳

Integrate with EarlyBird 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.

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Best Approval Workflows for EarlyBird

Suggested workflows (and their Zapier components) for EarlyBird

Create approval requests for new leads

Automatically create an approval request when a new lead is captured in EarlyBird. This integration initiates an approval workflow in ApproveThis so that leads are reviewed promptly. *Note: Customize the approval criteria in ApproveThis as needed.*

Zapier Components

EarlyBird Logo

Trigger

New Lead

Triggers when a new lead is captured from your landing page.

Action

Create Request

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

Create approval requests for new payments

Automatically create an approval request when a new payment is captured in EarlyBird. This integration facilitates immediate decision-making in ApproveThis to review financial transactions. *Note: Set up payment approval thresholds in ApproveThis for optimal performance.*

Zapier Components

EarlyBird Logo

Trigger

New Payment

Triggers when a new payment is captured from your landing page.

Action

Create Request

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