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immedio Meetings Integration

ApproveThis manages your immedio Meetings Integration approvals.

April 17, 2025

Integration Category: Sales Crm

When "Just Book It" Meets "Just Approve It"

Let's be real - most companies between 50-5,000 employees aren't lacking tools. They're lacking time. Especially when every new meeting request, cancellation, or follow-up needs five people to sign off before anything happens. Enter the ApproveThis + immadio Meetings integration via Zapier - where actually getting things approved stops being the bottleneck.

immedio handles the "let's meet" part beautifully - prospects book demos or consultations directly after downloading your brochure. But what happens when that $50k enterprise deal wants to reschedule? Or your CRO needs to approve a last-minute cancellation? That's where 83% of teams waste hours chasing down approvals in Slack threads. ApproveThis automates the decision-making layer so immadio keeps moving deals forward instead of waiting for permissions.

Why This Combo Works for Grown-Up Companies That Hate Red Tape

ApproveThis isn't another app your team will ignore. It's the approval engine that plugs directly into how immadio already works. Think of it like this:

  • immedio Meetings: Gets prospects to book time with your team
  • ApproveThis: Handles the "Can we actually take this meeting?" rules

Here's the kicker - approvers don't need immadio licenses. Huge for external clients or cross-department sign-offs. Your legal team approves NDAs via email while sales ops routes internal resource requests, all within the same workflow.

Three Ways This Integration Actually Solves Real Problems

1. No More Ghosted Deals From Meeting Cancellations

Scenario: A key decision-maker cancels their demo. Your AE panics - should they reschedule? Escalate? Offer a discount? With ApproveThis + immadio:

- Automatic approval request triggers when immadio marks a cancellation
- Pre-built workflow notifies sales manager, enablement lead, and customer success
- Approval thresholds auto-approve standard reschedules but flag enterprise deals
- Vacation delegation covers approvers who are OOO

Enterprise sales teams using this combo report 27% faster response times on critical meeting changes.

2. Stop Overbooking Your Subject Matter Experts

Scenario: Prospects keep booking technical deep-dives your engineers don't have time for. The fix:

- New immadio reservation → ApproveThis checks SME availability
- If calendar shows <40% free time, route to team lead for approval
- Calculated fields auto-decline requests during sprint weeks
- Real-time dashboard shows which requests are stuck

One cybersecurity vendor reduced engineer burnout by routing 62% of non-critical meetings to junior staff automatically.

3. Approval Paper Trails That Actually Help (Yes, Really)

Scenario: Client claims they never approved rescheduling their implementation kickoff. Instead of digging through Outlook:

- Every immadio change syncs approval context to Salesforce
- Timestamps, comments, and alternate offers all in one place
- Approval groups force consensus between CSM and project lead
- Automatic follow-up emails post-approval keep clients looped in

Customer support teams love having the "who approved what" audit trail during escalations.

Setup That Doesn't Need IT to Get Involved

Here's why Zapier makes this work for teams without dev resources:

  1. Connect immadio Meetings to Zapier (takes 2 minutes)
  2. Choose triggers: New Cancellation, New Reservation, etc.
  3. Map fields to ApproveThis - meeting type, client tier, SME required
  4. Set up approval rules once using ApproveThis' visual builder

Pro tip: Use calculated fields to auto-flag high-value clients. If deal size >$25k, route to VP Sales automatically. No coding, just checkboxes.

Who Actually Benefits Here (Besides Your Sanity)

Sales Teams

Stop losing deals because legal took 3 days to approve an NDA for an immadio-booked demo. Approval thresholds auto-approve standard contracts but escalate custom terms.

Customer Success

Route renewal meeting requests based on health scores. Clients at risk? Auto-approve immediate meetings. Healthy accounts? Notify CSM but don't block scheduling.

Operations

Track how long approvals take across departments. Real-time dashboards show if marketing is bottlenecking partner meetings versus sales delaying technical briefings.

The Unsexy (But Critical) Stuff ApproveThis Handles

While immadio makes booking effortless, ApproveThis covers the compliance side:

- Audit Trails: Every approval or denial is logged with timestamps and reasons
- Conditional Escalations: Auto-route requests that hit certain $ values
- Email Approvals: Let execs sign off without another login
- Role-Based Access: HR can't approve sales discounts, legal doesn't see engineering requests

Bottom Line: Meetings Should Close Deals, Not Create Work

immedio Meetings removes friction for prospects. ApproveThis removes friction for your team. Together via Zapier, they ensure every booked meeting actually moves deals forward instead of creating internal busywork.

If your company has more than 50 employees and at least one "Why is this meeting even happening?" moment per week, it's time to automate the approval layer. Register for ApproveThis and connect your immadio account in under an hour. Or schedule a demo to see how approval automation works with your existing stack.

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Integrate with immedio Meetings 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 immedio Meetings

Suggested workflows (and their Zapier components) for immedio Meetings

Create approval requests for new meeting cancellations in ApproveThis

When a meeting is canceled in immedio Meetings, this integration automatically creates an approval request in ApproveThis to review the cancellation and determine necessary actions. This ensures all cancellations are promptly assessed and logged, enhancing oversight and minimizing disruption.

Zapier Components

immedio Meetings Logo

Trigger

New Cancel

Trigger is when the cancellation is made.

Action

Create Request

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

Generate approval requests for new meeting reservations via ApproveThis

Automatically create approval requests in ApproveThis whenever a new meeting reservation is added in immedio Meetings. This helps streamline the acceptance process for meeting schedules, ensuring all new reservations are properly reviewed and approved for efficient resource allocation.

Zapier Components

immedio Meetings Logo

Trigger

New Reservation

Triggers when a new reservation is created.

Action

Create Request

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

Send follow-up emails for approved meeting requests in immedio Meetings

When an approval request is completed in ApproveThis, trigger a follow-up email in immedio Meetings. This ensures timely communication with involved parties, maintaining smooth operations post-approval and strengthening relationships through prompt communication.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

immedio Meetings Logo

Action

New Followup Email

Triggers when a followup email is sent.