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Trengo Integration

ApproveThis manages your Trengo Integration approvals.

April 17, 2025

Integration Category: Customer Support

When Approval Meets Action

Let's cut through the noise: Your customer support team uses Trengo to manage 12 different messaging channels. Your operations team uses ApproveThis to stop random spending and keep projects moving. But right now, these two systems might as well be shouting into separate voids. Every time a customer asks for something that needs internal approval - a refund, a custom order, expedited shipping - your team plays middleman in a game of telephone that burns time and creates errors.

Here's the fix: Connect Trengo and ApproveThis through Zapier, and watch those handoffs between customer conversations and internal decisions become automatic. We're talking about turning "Hey, can you approve this?" Slack pings into structured workflows that resolve faster than your morning coffee cools off.

Why This Combo Works Like Bourbon and Branchwater

Trengo aggregates customer messages from WhatsApp, email, live chat - you name it. ApproveThis forces accountability into approval processes. Together via Zapier, they create closed-loop systems where:

  • Customer requests needing approvals automatically become tracked workflows
  • Approval decisions instantly trigger updates back to customer channels
  • External clients/partners can approve things without getting logins to your internal tools

Real example: An e-commerce company slashed their custom order processing time from 3 days to 4 hours by auto-creating ApproveThis requests whenever Trengo detects phrases like "bulk order" or "rush production". Approvers got email links, clicked approve/deny, and Trengo automatically notified the customer. Zero back-and-forth.

Three Ways This Integration Actually Gets Used

1. Auto-Convert Messages to Approval Requests

When: A Trengo inbound message contains specific triggers (order numbers, $ amounts, keywords like "refund" or "expedite")

What happens: Zapier fires the details into ApproveThis, which routes based on your rules. Marketing agencies use this for client change requests - $500+ spends auto-route to account managers, under $500 get auto-approved.

Key feature: ApproveThis' calculated fields let you set thresholds so a $499 request doesn't waste your manager's time.

2. Push Approval Decisions Back to Trengo

When: An ApproveThis request gets approved/denied

What happens: Trengo automatically messages the customer through their original channel (WhatsApp, email, etc.) with the outcome. Logistics companies love this for delivery exceptions - approved reroutes get instant customer confirmations.

Hidden win: Approvers don't need Trengo licenses. They click approve in email, the system handles communication.

3. Sync New Requesters as Trengo Contacts

When: Someone initiates an ApproveThis workflow who isn't in Trengo

What happens: Their info auto-populates as a Trengo contact. Critical for companies dealing with external partners - construction firms adding subcontractors, healthcare providers onboarding new labs.

Pro tip: Pair with ApproveThis' approval groups to auto-assign reviewers based on contact type.

Setting This Up Without Losing Your Mind

Zapier's the glue here. You'll need:

  1. A Trengo account (they have a free tier)
  2. An ApproveThis subscription (demo available)
  3. 10 minutes to link them via Zapier

Critical step: Use Trengo's tagging system to flag messages that need approvals. For instance, tag #approval-needed on WhatsApp messages, then have Zapier watch for that tag before creating an ApproveThis request.

Pro move: Set up ApproveThis vacation delegation so when approvers are OOO, requests automatically reroute without breaking SLAs.

Who Actually Benefits From This?

Customer Support Teams

Stop promising "I'll check with the team" and start giving real answers. When a premium SaaS client asks for feature prioritization, support agents trigger an ApproveThis workflow that:

  • Auto-checks the client's contract value
  • Routes to product managers based on workload
  • Posts Trengo updates visible to the entire account team

Operations Managers

Manufacturing procurement gets hairy. A raw material price hike comes in via Trengo email? Auto-convert to an ApproveThis request that:

  • Requires COO + CFO approval if over $10k
  • Auto-denies if supplier has past delivery issues
  • Updates Trengo with decision context for the purchasing team

Finance Departments

Expense reports are the worst. Have field reps submit receipts via Trengo chat, which triggers ApproveThis workflows that:

  • Auto-flag out-of-policy spends
  • Require manager approval only when needed
  • Sync approved amounts directly to your accounting software

The Nuts and Bolts You Care About

ApproveThis brings structured decision-making to Trengo's communication chaos. Key features that matter here:

Email approvals mean external partners never need to log into your systems. They click approve/reject in their inbox - done.

Real-time dashboards show which customer requests are stuck waiting, so you can chase approvals instead of guessing.

Conditional routing in ApproveThis handles complex hierarchies. Need regional manager approval before escalating to HQ? Set it once, forget about it.

Common Objections (And Why They're Wrong)

"We already have Trengo workflows" - Cool. Do they enforce four-eye principles on financial approvals? Track audit trails? Handle delegation when Karen from accounting is on leave?

"Our approvals are too complex" - ApproveThis handles multi-stage, parallel, and conditional approvals. We've seen oil companies manage 17-step safety protocol signoffs with this.

"We'll lose the human touch" - Actually, you'll gain time to be human. Automate the routing, focus on conversations that need nuance.

Getting Started Without the Sales Circus

Test drive this yourself:

  1. Grab a free ApproveThis trial
  2. Connect to your Trengo via Zapier (takes 6 clicks)
  3. Build one approval workflow around a recurring pain point

Within two hours, you'll either see the potential or decide it's not for you. Either way, you're moving faster than waiting another quarter for "maybe we should fix this."

Pro tip: Start with low-risk approvals like social media posts or travel requests. Once you trust the system, tackle the big stuff.

Bottom Line

Companies between 50-5,000 employees use ApproveThis + Trengo to turn customer conversations into accountable actions. Not because they love shiny tools, but because manually passing requests between systems is costing them deals, hours, and sanity.

Your move: Keep herding approval cats through Slack and spreadsheets, or build actual processes that scale with your growth. We know which side we're betting on.

Book a 15-minute demo or start a free trial. Either way, stop letting approval chaos dictate your pace.

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Integrate with Trengo 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 Trengo

Suggested workflows (and their Zapier components) for Trengo

Create approval requests from new Trengo inbound messages

Reduce the time spent manually initiating approval processes by automatically creating new approval requests whenever a new inbound message is received in Trengo. This integration helps ensure timely responses and enhances process efficiency across teams.

Zapier Components

Trengo Logo

Trigger

New Inbound Message

Triggers when an inbound message is created.

Action

Create Request

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

Send messages in Trengo when approvals are completed

Keep your communication seamless by sending automatic messages in Trengo whenever a request in ApproveThis is approved or denied. Ensure that stakeholders are promptly informed and can continue work processes without delays.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Trengo Logo

Action

Send a Message

Sends a message to a contact.

Add contacts in Trengo for new Approval workflows

Streamline your contact management by automatically creating new contacts in Trengo every time an approval request is started. This ensures that you can communicate efficiently with all involved parties from the beginning of the approval process.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Trengo Logo

Action

Create a Contact

Creates a contact.