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respond.io Integration

ApproveThis manages your respond.io Integration approvals.

April 17, 2025

Integration Category: Crm

Let’s cut to the chase: approvals suck. They’re the speed bumps in your business highway, the "waiting for manager" status that makes everyone twitch. Now imagine your customer support team needing three sign-offs to refund a pissed-off customer, or your sales ops lead chasing down department heads to approve a custom deal. This is where ApproveThis and respond.io decide to crash the party with a Zapier integration that actually makes sense.

The Nuts and Bolts (Without the Boring Manual)

ApproveThis handles the bureaucratic red tape – expense approvals, contract sign-offs, discount requests – while respond.io manages every customer conversation across WhatsApp, email, Instagram DMs, and 10+ other channels. Together via Zapier, they turn "Hey, can someone approve this?!" into a process that doesn’t make your team want to quit.

Why This Combo Doesn’t Just Look Good on Paper

Most approval tools treat every request like it’s happening in a vacuum. Respond.io knows exactly which customer conversation triggered that approval need. Combine them, and you get context-aware approvals that don’t require 17 follow-up emails to understand why someone’s requesting a 20% discount for that enterprise deal.

Real Teams Getting Real Sh*t Done

Customer Support: From “Let Me Check With My Manager” to Actual Resolution

Picture this: A VIP customer messages your team on WhatsApp demanding a refund outside policy. With respond.io tracking the conversation and ApproveThis handling escalations, your agent triggers an approval request that automatically includes the chat history, purchase details, and previous interactions. The finance manager approves directly from their inbox while commuting. No license needed for respond.io – just click “Approve” and keep the customer from rage-tweeting.

Sales Teams: Closing Deals Before the Competition Finishes Their Coffee

When a sales rep in respond.io flags a conversation needing custom pricing approval, ApproveThis routes it through configured thresholds. If the discount is under 15%, it auto-approves. Over that? It pings the regional sales director with calculated ROI metrics pulled from the CRM. All while the customer thinks you’re just “double-checking some details.”

Marketing: Keeping Campaigns Legal Without the Lawyer Lag

Your social team gets a killer UGC submission via Instagram DM. Respond.io detects the campaign hashtag, kicks off an ApproveThis workflow with the legal team, and routes it based on content type. Meme with a trademarked logo? Straight to compliance. Clean post? Auto-approved and scheduled. All before the creator wonders if you ghosted them.

Not Just a Fancy Zap – Actual Business Mechanics

This integration works because it’s not just passing data – it’s closing loops. When a respond.io conversation gets tagged as “urgent,” ApproveThis can escalate approvals based on customer lifetime value pulled from your CRM. If an approver’s OOO, delegation rules ensure the request doesn’t rot in someone’s inbox. And because approvers only need ApproveThis access (not another respond.io seat), you’re not bleeding cash on licenses for occasional users.

The Hidden Perks You’ll Actually Use

While we’re here, let’s talk about the features that don’t make the brochure but save your sanity:

  • Approval Thresholds: Automatically approve small discounts/refunds so managers only see exceptions
  • Vacation Delegation: No more “John’s hiking the Alps, who’s approving payroll?”

Setting This Up Without Calling IT

1. Create your ApproveThis workflow (e.g., “Discount Approvals over 15%”)
2. In Zapier, choose a respond.io trigger like “New Message with Tag #approval”
3. Map the conversation details to ApproveThis’ custom fields
4. Test with a real request (pro tip: use your CEO’s latest “urgent” email as a dummy)

Where Teams Get Stuck (And How to Dodge It)

Don’t try to boil the ocean. Start with one high-impact workflow – like contract approvals from legal – before scaling to 20 Zaps. And remember: ApproveThis approvers don’t need respond.io access. Keep external partners/clients in the loop without the login drama.

The Bottom Line for Each Department

Customer Support Leaders

Reduce resolution time by 40% by embedding approval buttons directly in respond.io conversations. Escalate to tier 2 support only when necessary, and let managers approve exceptions without jumping between tabs.

Sales Ops Managers

Enforce discount policies while giving reps real-time approval status in their respond.io interface. No more spreadsheet trackers or “Did you hear back?” Slacks.

Marketing Directors

Keep UGC campaigns compliant without adding another approval meeting. Auto-route content based on risk level and track approvals alongside campaign metrics in one dashboard.

Why This Isn’t Just Another Integration

Most approval tools treat customer conversations as a side note. Respond.io + ApproveThis bakes context into every request. When a customer messages “Where’s my refund?”, your agent sees the approval status without toggling screens. When legal denies a contract change, the sales rep gets the “why” alongside respond.io’s conversation history.

It’s not about doing more – it’s about finally connecting the dots between “We need approval” and “Here’s why it matters.”

Ready to Stop Being a Human Router?

If your approval process still involves forwarding emails or chasing people in the hallway, you’re not just wasting time – you’re risking deals, customer trust, and maybe a few team members’ sanity. ApproveThis and respond.io won’t make approvals fun, but they’ll make them invisible. Which is honestly better.

Take 15 minutes. Set up one Zap. Watch how many “Hey, did you approve that thing?” messages disappear from your Slack. Or keep doing it manually and pretend you enjoy it – we don’t judge.

Get Started with ApproveThis | Schedule a No-BS Demo

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Best Approval Workflows for respond.io

Suggested workflows (and their Zapier components) for respond.io

Create approval requests for updated contacts

Streamline your approval process by automatically generating an approval request in ApproveThis whenever a contact is updated on Respond.io. This helps ensure that all updates are reviewed and approved promptly.

Zapier Components

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Trigger

Contact Updated

Triggers when any Contact Fields of a Contact are updated.

Action

Create Request

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

Add comments to conversations for new approval requests

Enhance communication by automatically adding a comment to a Respond.io conversation whenever a new approval request is initiated in ApproveThis. This keeps your team informed and ready to take action.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

respond.io Logo

Action

Add Comment

Adds a comment to a conversation.

Initiate approval requests for opened conversations

Automatically create an approval request in ApproveThis whenever a new conversation is opened in Respond.io, ensuring every conversation that requires approval or oversight is handled efficiently.

Zapier Components

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Trigger

Conversation Opened

Triggers when a conversation is opened.

Action

Create Request

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

Update contact lifecycle for new incoming messages

Ensure your contact lifecycle stages remain current by updating them when a new message is received on Respond.io. This keeps contact statuses aligned with activity and engagement levels.

Zapier Components

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Trigger

New Incoming Message

Triggers when a message is received.

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Action

Update Contact Lifecycle

Update contact lifecycle stage.

Update conversation status based on approval outcomes

Automate conversation management by adjusting the status of Respond.io conversations based on the approval outcomes in ApproveThis, keeping your team aligned with decisions made.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

respond.io Logo

Action

Open or Close Conversation

Updates the status of a conversation.