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Cool Tabs Integration

ApproveThis manages your Cool Tabs Integration approvals.

April 17, 2025

Integration Category: Forms

Why This Integration Isn’t Just Another Zap

Let’s cut through the noise: Most approval processes suck. They’re where campaigns go to die in endless “Reply All” threads. ApproveThis and Cool Tabs fix this by turning social media campaign approvals from a bottleneck into a bullet train.

Cool Tabs nails lead capture with interactive content. ApproveThis handles the messy human decisions. Connect them via Zapier, and you’ve got a system where participant entries automatically route to the right decision-makers before your coffee gets cold.

What Happens When Approval Meets Action

Cool Tabs isn’t just collecting emails – it’s gatekeeping your campaigns. Every new participant entry becomes a yes/no decision point. But here’s where most teams faceplant:

  • Marketing waits days for legal to approve contest entries
  • Sales ops manually screens beta program applicants
  • Customer success misses VIP support requests buried in forms

ApproveThis fixes this by adding structure to the chaos. When Cool Tabs pings you about a new lead, ApproveThis automatically:

  • Routes high-value participants to senior staff
  • Flags entries needing compliance review
  • Auto-approves entries under $500 (or whatever your threshold is)

Real example: A cybersecurity company uses Cool Tabs forms for free trial signups. Their ApproveThis workflow automatically escalates enterprise-level signups to sales engineers while approving small business requests instantly. Deal size? Up 30% in Q1.

Not Your Grandma’s Approval System

Here’s why this combo works when other tools choke:

For Marketing Teams

Launch campaigns faster by baking approvals into your Cool Tabs workflow. New contest entry? It automatically pings legal if the participant is under 18. Viral giveaway blowing up? Approval thresholds auto-greenlight entries under 500 participants so you’re not stuck waiting for John from compliance.

For Sales Ops

That “Contact Us” Cool Tabs form? Route enterprise leads through a 3-step approval chain (AE → Sales Manager → Pricing Team) before the prospect even gets your Calendly link. Bonus: Approvers can veto from their inbox without logging into yet another tool.

For Customer Success

VIP support requests submitted via Cool Tabs get instant approval routing. CSMs get SMS alerts for priority cases while standard requests flow through normal channels. No more $10K/mo accounts getting lost in shared inboxes.

Setting This Up Without Losing Your Mind

Here’s the 3-step cheat code:

  1. Connect the pipes: Create a Zapier account (free tier works)
  2. Trigger: Select Cool Tabs’ “New Participant Entry” event
  3. Action: Map fields to ApproveThis’ approval template

Pro tip: Use ApproveThis’ calculated fields to auto-flag entries needing manual review. Example: If a participant’s company size field >500 employees, route to enterprise sales. Less than 50? Auto-approve for SMB team.

Why Your Finance Team Will Actually Smile

Approval thresholds aren’t just for ops nerds. Set hard limits on:

  • Discount approvals (auto-approve 10% off, escalate 15%+)
  • Contest prizes under $1K
  • Free trial extensions ≤7 days

Example: A SaaS company using Cool Tabs for webinar signups auto-approves free extensions for attendees. Non-attendees get routed to customer success for manual review. Result? 80% fewer finance tickets.

When Sh*t Hits the Fan (And It Will)

Your CMO’s on vacation. Legal’s swamped with compliance. Here’s how this stack adapts:

Vacation Delegation

ApproveThis automatically reroutes approvals when approvers are OOO. No more “Waiting on Karen” statuses.

Audit Trails That Don’t Lie

Every Cool Tabs entry → ApproveThis decision is timestamped with notes. GDPR request? Compliance audit? Done in 3 clicks.

Real Companies Not Wasting Time

E-commerce Brand: Uses Cool Tabs for VIP loyalty program signups. ApproveThis auto-approves Gold-tier customers while routing new Platinum requests through CFO approval. Reduced approval time from 5 days to 47 minutes.

B2B SaaS: Cool Tabs demo requests get scored by lead size. ApproveThis routes enterprise leads to senior AEs with pricing override permissions. Small biz leads auto-assign to junior team. Sales cycle shortened by 22%.

Why This Beats “Just Using Email”

Email approvals are where clarity goes to die. ApproveThis adds:

  • One-click approve/reject from any device
  • Automatic reminders (nagging made polite)
  • Version control on requests (no more “Which attachment was final?”)

Plus, approvers don’t need Cool Tabs logins. Client needs to approve a campaign? Send them an ApproveThis link. They’ll think you’ve got your act together (you will).

Getting Started Without the BS

If you’re using Cool Tabs for lead gen, you’re already 80% there. Here’s your move:

  1. Bookmark Cool Tabs’ integration docs
  2. Create a free ApproveThis account
  3. Build one Zapier flow for your highest-volume approval type

Start small: Auto-approve low-risk requests first. Once you’re hooked, expand to complex workflows. Your future self (the one leaving at 5 PM) will thank you.

Bottom Line

Approvals shouldn’t be where campaigns go to die. With ApproveThis + Cool Tabs via Zapier, you turn decision-making into a competitive advantage. Less chasing, more doing.

Ready to stop herding approval cats? Grab your ApproveThis trial or schedule a 10-minute demo. We’ll show you how to shave 8 hours off your next campaign launch.

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Integrate with Cool Tabs 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 Cool Tabs

Suggested workflows (and their Zapier components) for Cool Tabs

Create approval requests for new participant entries

When a new participant joins a campaign via Cool Tabs, this integration creates an approval request in ApproveThis for further review. It streamlines decision-making by automatically routing the request through a structured workflow. *Note: Customize the approval criteria in ApproveThis as needed.*

Zapier Components

Cool Tabs Logo

Trigger

New Participant's Entry

Triggers when a participant joins your campaign.

Action

Create Request

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