ApproveThis manages your Wizu Integration approvals.

Why ApproveThis + Wizu Makes Sense for Modern Teams

Businesses face two critical challenges today: gathering quality customer insights and making decisions fast enough to act on them. Wizu excels at the first challenge through its conversational surveys that feel more like natural dialogue than rigid forms. ApproveThis tackles the second challenge by turning clunky approval processes into automated workflows that keep projects moving. When connected through Zapier, these platforms create a closed-loop system where customer feedback directly triggers business decisions – and those decisions can spark further customer engagement.

Consider a software company using Wizu to test feature ideas with users. When survey responses show strong demand for a specific capability, the product team needs immediate stakeholder approval to prioritize development. With this integration, positive feedback could automatically route an approval request through ApproveThis to engineering leads and executives. Once approved, the same workflow could trigger a Wizu survey to update users about the upcoming feature – all without manual intervention.

Key Benefits for Cross-Functional Teams

Marketing Teams: From Concept to Campaign

Marketing agencies handling multiple client projects often get stuck waiting for internal copy approvals and client sign-offs. Connect Wizu's conversational surveys to ApproveThis to:

• Automatically escalate urgent client feedback for creative team review
• Route approved campaign concepts back to clients via Wizu's interactive format

A retail company could use Wizu to survey customers about product packaging preferences, then auto-create approval requests in ApproveThis for their design team once consensus emerges. Approval thresholds ensure only statistically significant feedback gets routed for review.

Operations: Bridging Customer Service and Procurement

Service departments using Wizu to resolve customer complaints can trigger inventory replacement approvals through ApproveThis when specific product issues surface repeatedly. The integration helps operations teams:

• Convert customer pain points into purchase requests for better replacement stock
• Auto-approve routine orders below $500 while flagging exceptional cases

Customer Success: Proactive Account Management

Customer success managers can configure Wizu surveys to detect expansion opportunities during check-in calls. If a client indicates interest in premium features, ApproveThis automatically routes contract upgrade approvals to legal and finance teams. Vacation delegation ensures requests never stall because someone's OOO.

Real-World Use Cases Explained

Use Case 1: From Survey Insights to Immediate Action

How it works: When a Wizu conversation concludes (e.g., a customer completes a product feedback survey), Zapier triggers ApproveThis to create an approval request containing survey highlights. Decision-makers review aggregated data directly in ApproveThis or via email – no need to log into Wizu.

Example: A healthcare provider uses Wizu to collect patient satisfaction surveys. If 80%+ respondents mention long wait times, ApproveThis automatically routes a facility expansion proposal to the board. Calculated fields in the approval request show projected ROI based on survey data.

Use Case 2: Turning Approvals into Customer Conversations

How it works: When ApproveThis receives a new request (e.g., marketing wants to launch a rebrand), Zapier triggers Wizu to create a customer-facing survey. This allows businesses to validate major decisions with key accounts before finalizing.

Example: An IT services company automates partner approvals for system upgrades. Once approved internally, Wizu immediately surveys the client's technical team to schedule implementation. Real-time tracking in ApproveThis shows both internal and client-side progress.

Implementation Guide: Connect in 3 Steps

Step 1: Create a Zapier account if you don't have one. Existing users should ensure their ApproveThis and Wizu accounts are connected to Zapier.

Step 2: Choose your trigger event. For Wizu-driven approvals: Select "New Completed Conversation With Answers" as the trigger. For approval-triggered surveys: Choose "New Request" in ApproveThis.

Step 3: Map critical data fields. Ensure Wizu response data populates relevant approval request fields in ApproveThis (e.g., survey sentiment score → approval priority level). Test with live data before full deployment.

Critical Features That Make This Work

ApproveThis Strengths

Approval thresholds prevent decision fatigue by auto-approving routine requests (e.g., survey-triggered orders under $1K). Vacation delegation reassigns approvals if a manager is unavailable – crucial for time-sensitive feedback loops.

Wizu Advantages

Branching logic in surveys ensures only relevant stakeholders receive approval requests. For example, a customer complaining about billing gets routed to finance, while product feedback goes to R&D.

Who Gets the Most Value?

B2B Service Providers

Consulting firms can automatically convert client feedback from Wizu into contract amendment approvals, reducing renewal negotiation time by 30-50%.

Product-Led Growth Companies

SaaS businesses use in-app Wizu surveys to gauge feature adoption, then auto-route infrastructure scaling approvals based on usage data.

Regulated Industries

Financial institutions maintain compliance by tying customer complaint approvals (via ApproveThis) to audit trails in Wizu conversation logs.

Why This Integration Beats Manual Processes

Traditional approval systems create silos between customer data and decision-makers. A marketing team might approve a campaign without seeing negative survey results, while customer service escalates issues nobody prioritizes. This integration creates accountability by linking every approval to concrete customer input.

For external collaborators, ApproveThis eliminates the need for clients or partners to learn new systems. They receive approval requests via email, review context from Wizu surveys, and click approve/reject – no licenses or training required.

Getting Started

Begin with low-risk workflows to build confidence. Example: Use Wizu to survey employees about lunch preferences, then auto-approve catering orders meeting budget thresholds. Once teams see the speed and transparency benefits, expand to customer-facing processes.

Ready to transform how your organization acts on feedback? Register for ApproveThis or explore Wizu's survey capabilities, then connect them through Zapier to start automating decisions.