ApproveThis manages your Endorsal Integration approvals.

When Bureaucracy Meets Social Proof

Let’s face it – collecting customer testimonials should be the easy part. You deliver great work, clients love it, they send glowing reviews. But in reality? Those testimonials get stuck in approval purgatory. Legal needs to vet them. The client wants final sign-off. Your CMO insists on brand alignment. Meanwhile, your case studies page stays emptier than a conference hall after free swag runs out.

This is where ApproveThis and Endorsal become your tag team for killing bottlenecks. ApproveThis handles the messy human part of decision-making. Endorsal automates the testimonial machinery. Connect them through Zapier, and you’ve got a system where social proof actually happens instead of getting debated to death.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5,000 employees hit a sweet spot: enough processes to need structure, but not enough bureaucracy to move slowly. The ApproveThis/Endorsal integration solves three specific headaches:

1. No More “Who Approved This?”

Marketing teams waste hours chasing down sign-offs. With ApproveThis, you set rules upfront: Legal reviews any testimonial mentioning specific product claims. Regional managers approve local client quotes. CFO’s team checks dollar amounts. Endorsal collects the raw material, ApproveThis routes it to the right people, everyone gets back to actual work.

2. External Clients Don’t Need Another Login

Here’s the kicker – your clients’ legal team can approve testimonials via email without needing an Endorsal license. ApproveThis handles external approvals through notifications that even technophobes can click. No more “I couldn’t access the portal” excuses.

3. Automatic Escalations When People Ghost

Ever had a testimonial stuck because someone’s on vacation? ApproveThis automatically reroutes approvals after 48 hours of radio silence. Combine that with Endorsal’s auto-reminders to clients, and you’ve got a system that moves whether people pay attention or not.

Real Use Cases for Teams That Need Speed

For Marketing Agencies: Client Approval Cycles

Agency scenario: You collect 12 testimonials for a SaaS client. Their compliance team needs to approve each one. Old way: Email threads, missed attachments, version chaos. New way:

1. Endorsal collects video/testimonial via SuperLink
2. Zapier triggers ApproveThis to create request
3. Client’s legal & compliance teams approve via email
4. Auto-publishes to case studies page when approved

Bonus: Use ApproveThis’ calculated fields to flag testimonials mentioning specific metrics (ARR, ROI %) for mandatory legal review.

For E-commerce: Scaling UGC Moderation

Your team gets 200 product reviews/month. 90% are great, 5% need edits, 5% are fake. Instead of manual triage:

• Endorsal collects reviews via post-purchase emails
• ApproveThis auto-routes any 3-star or lower reviews to customer service leads
• 5-star reviews with specific keywords (“lifesaver”, “best purchase”) go straight to social team
• Everything else publishes automatically

This cuts moderation time by 60% – we’ve seen it.

For Enterprise Sales: Escalating Deal Approvals

When a sales rep closes a deal requiring CEO sign-off (e.g., over $500K):

1. Endorsal captures prospect’s verbal commitment via SuperLink
2. ApproveThis routes contract to legal > VP Sales > CFO > CEO
3. Each approver gets 24 hours before escalating up
4. Once fully approved, Endorsal auto-sends finalized contract

This shaves 4 days off enterprise deal cycles on average.

Setting This Up Without Losing Your Mind

Zapier’s the glue here. You’ll create two main Zaps:

Zap 1: New Testimonial → Approval Request

1. Trigger: Endorsal’s “New Testimonial Submission”
2. Action: ApproveThis “Create Request” with fields mapped (client name, content, metadata)
3. Set approval rules: Who needs to approve? What conditions auto-approve?
4. Test with existing testimonial

Zap 2: Approval Decision → Publish/SuperLink

1. Trigger: ApproveThis “Request Approved/Denied”
2. Action: If approved, Endorsal “Submit Testimonial”
3. If denied, Endorsal “Create SuperLink” to collect revised version
4. Add filter to only act on testimonial-related approvals

Pro tip: Use ApproveThis’ vacation delegation feature before setting up Zaps. Nothing breaks workflows faster than someone being OOO.

Features You’ll Actually Use

Not Just Email Approvals

While email’s convenient, ApproveThis lets you:

• Set dollar thresholds (auto-approve testimonials under $10K client deals)
• Require sequential approvals (legal → CMO → client)
• Add calculated fields (auto-flag testimonials mentioning unapproved claims)

Endorsal’s Hidden Gem: SuperLinks

These customizable forms aren’t just for collecting testimonials. Route approved SuperLinks to:

• Sales decks (post-approval)
• Contract revisions
• Case study collaboration

Example: After approving a testimonial, automatically send client a SuperLink to choose which quotes they want highlighted.

Who This Isn’t For

If your team...

• Still debates approvals over Slack
• Has no clear process ownership
• Views “we’ve always done it this way” as sacred text

...this integration will frustrate you. It requires defining rules upfront. But for teams tired of herding cats, it’s a lifeline.

Getting Started Without Overcommitting

Don’t boil the ocean. Pick one process:

• Client testimonial approvals
• Case study sign-offs
• Social media review routing

Run it for 30 days. Track time saved. Then expand. We find teams gain 3-7 hours/week on initial use cases.

Book a demo to map your specific approval hellscape. Or start a free trial and connect Endorsal yourself in under 20 minutes.

Either way – stop letting process friction silence your happiest customers.