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PhoneBurner Integration

ApproveThis manages your PhoneBurner Integration approvals.

April 17, 2025

Integration Category: Phone

Why Bother Connecting Your Approval Tool to a Power Dialer?

Let’s cut through the BS: approvals slow down deals. Sales teams live in PhoneBurner making calls, while someone in finance is stuck chasing PDFs through Slack threads. ApproveThis fixes this by turning approval bottlenecks into automated handoffs. Connect them via Zapier, and suddenly:

  • New sales contracts approved? Auto-create PhoneBurner contacts so your SDRs aren’t waiting
  • Pricing exception requested? Push it to ApproveThis without leaving your dialer

This isn’t about “synergy” – it’s about shaving days off your sales cycle. PhoneBurner’s dialing muscle meets ApproveThis’ approval tracking. No more “Did you get my email?” or clients slipping through cracks.

Where This Combo Hits Different

Sales Teams: Stop Leaving Money in Voicemail

Imagine this: Your rep closes a custom deal at 2 PM. Instead of waiting 3 days for legal to approve the contract terms, ApproveThis auto-routes it. Once approved, Zapier dumps the client info into PhoneBurner. By 2:15, your SDR is already scheduling the onboarding call. For SaaS companies with tiered pricing, this means upselling before the client forgets why they wanted it.

Operations: Kill the Spreadsheet Shadow Government

Ops managers in lead gen agencies waste hours weekly reconciling approved lead lists with dialer campaigns. Connect the two platforms, and approved lead budgets automatically update PhoneBurner contact lists. If a client pauses spending? ApproveThis halts new contacts from being added – no manual babysitting.

Finance/Leadership: Actually See Where Deals Get Stuck

Approval delays cost revenue, but most execs only find out during quarterly post-mortems. With ApproveThis tracking request timelines and PhoneBurner logging call outcomes, you’ll spot patterns: Are discounted deals taking 72 hours to approve… then dying in the dialer? Time to adjust thresholds or staffing.

Three Ways This Integration Actually Works (No Fluff)

1. Auto-Create Sales Contacts After Approval

Real-World Example: A commercial real estate firm approves a new tenant’s credit check. Zapier instantly creates a PhoneBurner contact for the property manager to schedule move-in. No more copying/pasting from approval emails into the dialer.

ApproveThis Bonus: Set conditional rules – only approvals over $50k trigger contact creation. Because junior reps don’t need to cold call Fortune 500 CEOs.

2. Escalate Urgent Updates from Calls to Approvals

Real-World Example: A client tells your rep during a PhoneBurner call they need faster shipping. Instead of the rep emailing their manager (who’s OOO), ApproveThis creates a rush fee approval request. The VP gets it via email, approves it, and Zapier updates the client’s PhoneBurner record – all before the call ends.

Secret Weapon: ApproveThis’ vacation delegation auto-reassigns the request if the VP is out. No stalled deals.

3. Keep Both Systems in Sync Without Data Entry

Real-World Example: A marketing agency denies a client’s ad spend increase in ApproveThis. Zapier automatically tags them in PhoneBurner as “Budget Cap – Q3.” Next time the sales team calls, they know not to push add-ons. Saves awkward conversations and protects client trust.

Underrated Perk: Approvers don’t need PhoneBurner logins. External clients or legal can approve contracts via email without getting access to your dialer.

Setting This Up Without Losing Your Mind

Zapier’s the middleman here, but you only need 20 minutes:

  1. Pick Your Trigger: In Zapier, start with either “New Request” in ApproveThis or “Updated Contact” in PhoneBurner
  2. Filter the Noise: Use ApproveThis’ calculated fields to only trigger Zaps for high-priority requests. No one needs a Zap for $5 office supply approvals.
  3. Test with One Rep: Connect your top salesperson’s PhoneBurner to ApproveThis first. Work out kinks before rolling out company-wide.

Pro Tip: Use ApproveThis’ real-time dashboard to monitor which Zaps are actually speeding things up. If a workflow isn’t getting approved faster, kill it.

Why This Isn’t Just Another Integration

Most approval tools treat sales teams as an afterthought. ApproveThis gets that deals happen in real-time. Features like approval thresholds mean small discounts auto-approve, while big deals escalate. Paired with PhoneBurner’s power dialing, your reps aren’t stuck between “hustle” and “compliance.”

Bonus for Scaling Companies: ApproveThis doesn’t require approvers to have PhoneBurner seats. When you bring on enterprise clients, their procurement team can approve NDAs via email without getting into your sales tools.

Bottom Line: Approvals Shouldn’t Be a Sales Killer

If your reps are waiting on approvals, you’re losing deals to competitors who aren’t. ApproveThis + PhoneBurner via Zapier turns bureaucratic delays into a competitive advantage. Set it up once, and your sales machine runs with fewer hiccups.

Next Step: Register for ApproveThis, connect your PhoneBurner account in Zapier, and automate your first approval → contact workflow. Or, schedule a demo to see how conditional approvals can cut your sales cycle by 30%.

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Integrate with PhoneBurner 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 PhoneBurner

Suggested workflows (and their Zapier components) for PhoneBurner

Create PhoneBurner contacts for new approvals in ApproveThis

Manage new contact entries swiftly by setting up this integration. When any new approval request is initiated in ApproveThis, a corresponding contact will be created in PhoneBurner, ensuring your contact list is always up-to-date with approved entities. *Note: Make sure to set up appropriate filters for requests that need contact creation.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

PhoneBurner Logo

Action

Create Contact

Creates a new contact.

Create approval requests in ApproveThis for updated PhoneBurner contacts

Streamline your approval processes by creating requests right when updates occur in PhoneBurner. Each contact update triggers a new request for approval in ApproveThis, improving tracking and management of client contact records.

Zapier Components

PhoneBurner Logo

Trigger

Updated Contact in Folder

Triggers when a PB Contact is UPDATED in defined folder

Action

Create Request

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

Update PhoneBurner contacts when ApproveThis requests are completed

Ensure your contact database reflects the current status by updating PhoneBurner contacts once requests are finalized in ApproveThis. This automation seamlessly updates each contact upon approval or denial, keeping your records current.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

PhoneBurner Logo

Action

Update Contact (Contact ID)

This Action will update a specific contact within PhoneBurner based on the unique PhoneBurner contact/record ID.