ApproveThis manages your Popin Integration approvals.

Why These Two Tools Make Teams Less Annoying

Let's cut through the corporate fluff - you're here because your team keeps dropping the ball on video call follow-ups, customer status updates keep getting lost in Slack, and someone just approved a $5K discount without checking if the lead was real. Popin handles the frontlines of video shopping interactions. ApproveThis slaps structure on the chaos that happens next. Together? They're like giving your approval processes a damn instruction manual.

What Happens When You Stop Playing Tag Between Apps

Popin's great at capturing video shopping data. ApproveThis is great at preventing that data from rotting in someone's inbox. Connect them through Zapier, and you're essentially building guardrails for customer interactions:

• No more "I thought YOU were handling that" for high-value video leads
• Zero excuse for missing follow-ups on missed calls

Example: A luxury retailer uses Popin's video shopping tool. Every time a customer asks about custom orders over video, ApproveThis automatically routes the request to merchandising, finance, and logistics – with the actual video clip attached. No more endless forwarding of Zoom links.

Use Cases That Don't Suck

For Sales Teams Who Hate Paperwork

Scenario: Your sales rep just closed a deal via Popin video chat. The customer wants a custom payment plan. Instead of your rep begging the finance team to check Slack, ApproveThis triggers:

1. Popin detects the deal status change
2. Zapier fires the contract terms to ApproveThis
3. Finance gets an email with one-click approve/deny + the video recording timestamped to the relevant negotiation

Real benefit? Your sales ops lead stops playing detective every quarter end.

Customer Support That Doesn't Make People Rage

Popin flags a VIP customer who missed three scheduled video consultations. Instead of that detail getting buried in a CRM, ApproveThis:

• Auto-routes an escalation request to the CX lead
• Attaches the customer's lifetime value data (pulled from your CRM via Zapier)
• Gives 24hrs to approve sending a $100 loyalty credit

Bonus: ApproveThis' vacation delegation means no approval sits on an OOO manager's plate.

For Ops Managers Who Are Tired of Herding Cats

Every new video shopping agent needs permissions in 6 systems. Instead of the usual ticket chaos:

1. Popin triggers when a new agent completes training
2. ApproveThis routes access requests to department heads
3. Each approval step unlocks specific systems
4. HR gets auto-notified when all boxes are checked

This isn't automation porn - it's how 200-person e-commerce teams avoid onboarding logjams during holiday rushes.

Setting This Up Without Losing Your Mind

Connect Popin to ApproveThis in Zapier. Not a Zapier pro? Here's the cheat code:

Step 1: In Zapier, choose Popin's "New Scheduled Call" trigger.
Step 2: Map these to ApproveThis' custom fields:
- Customer name
- Video call purpose (from Popin's dropdowns)
- Attach the pre-call questionnaire (if used)
Step 3: Set approval rules in ApproveThis:
- Under $500 discount? Auto-approve with manager CC
- Custom order request? Route to production + legal
- High-risk client? Escalate to CRO

Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing exec review based on Popin's deal size data.

Why Your Finance Team Won't Hate This

ApproveThis isn't just another app for them to log into. When Popin sends over a video consultation request with upsell potential:

- Approvers get email summaries with key numbers highlighted
- Threshold rules auto-approve routine requests
- Every approval/correction is logged for audit trails

Translation: Your CFO stops getting blindsided by "special discounts" the team swore were approved.

The External Approval Hack

Using Popin with external vendors or clients? Here's the kicker - their approvers don't need Popin logins. ApproveThis sends them a clean, brandable portal or direct email approvals. Example:

A beauty brand uses Popin for virtual product demos with retailers. When a buyer requests bulk pricing, ApproveThis:

- Routes to the brand's sales director
- CCs the retailer's buyer via email (no account needed)
- Updates Popin's deal stage once signed off

This is how you turn 14-day approval cycles into 48-hour ones without everyone needing the same tech stack.

When to Not Use This Integration

Look, we're not here to blow smoke. This setup works if:

- You have >50 video consultations/month
- Multiple departments touch each deal
- Compliance requires clear paper trails

If you're a 5-person shop where the CEO approves everything via carrier pigeon? Maybe overkill.

Bottom Line

ApproveThis + Popin via Zapier is about eliminating the "Hey, did you get my thing?" dance. It's for teams where video consultations drive real revenue, and leaving approvals to email chains is costing deals.

Ready to stop being the bottleneck? Get Started with ApproveThis or book a 10-minute demo where we'll show how to connect your Popin account live.