ApproveThis manages your Chaport Integration approvals.

Why This Integration Isn’t Just Another Tech Stack Addition

Let’s cut through the noise: Chaport handles real-time customer conversations, ApproveThis handles decisions. Together through Zapier, they handle business-critical processes that usually fall through the cracks between teams. We’re talking about turning casual website chats into auditable workflows without making your approvers learn new software.

For companies scaling between 50-5,000 employees, this combo solves two big headaches: customer-facing teams moving too slow waiting on approvals, and compliance teams losing sleep over unrecorded decisions. The kicker? Approvers only need ApproveThis access - no extra Chaport licenses required for finance, legal, or external partners.

How This Plays Out in Real Operations

Chaport’s live chat captures customer intent. ApproveThis captures institutional judgment. Connect them via Zapier, and you’ve got a system where:

• High-stakes chat outcomes (think: refund promises, custom quotes) automatically route for approval
• Visitor profile changes trigger compliance reviews before syncing to your CRM
• Approved decisions instantly reflect in ongoing customer conversations

Example: A SaaS company’s support agent offers a 30-day free trial extension during a retention chat. Without this integration, that promise might need 3 emails and a Slack chase. With it? The offer triggers an approval workflow the second the chat ends. Sales ops approves/denies directly from email, and the customer gets an updated contract within minutes.

Three Ways This Combo Changes Team Dynamics

1. Closing the Loop on Support Promises

Use case: Auto-create approval requests after critical chats

When a Chaport chat wraps up (especially ones with commitments like discounts or service exceptions), ApproveThis instantly generates an approval ticket with the transcript. The VP of Customer Experience at a 200-person e-commerce company put it bluntly: “Before, agents would overpromise. Now, every material commitment gets reviewed before fulfillment.”

Approval thresholds let you auto-approve small discounts (say, under $50) but escalate bigger asks. Calculated fields can even assess customer lifetime value during approval routing.

2. Keeping Visitor Data Honest

Use case: Review profile changes before they pollute your CRM

When a visitor updates their Chaport profile (like switching from “prospect” to “decision maker”), ApproveThis requires a quick confirmation from sales ops. Prevents situations where junior SDRs accidentally promote leads without vetting.

For compliance-heavy industries: Add mandatory legal approval if EU visitors change consent preferences. All happens before the update hits your marketing automation tools.

3. Decision-Driven Proactive Support

Use case: Alert live agents when approvals complete

When a contract gets approved in ApproveThis, Chaport can notify agents to reach out via chat instead of waiting for email. One logistics company reduced their quote-to-close time by 19 hours using this trigger.

Setting This Up Without IT Involvement

Here’s why your ops team will love this:

1. In Zapier, connect Chaport and ApproveThis
2. Pick a trigger (finished chat, profile change, etc.)
3. Map key data points to ApproveThis’ custom fields
4. Set approval rules: Who needs to sign off? What auto-approves?
5. Test with real chats (Zapier’s test mode is clutch here)

Pro tip: Use ApproveThis’ vacation delegation so approvals never stall when someone’s OOO. Critical for teams handling time-sensitive chat resolutions.

Who Gets the Biggest Boost?

Customer Support Teams

Agents make context-specific promises without overstepping. One enterprise software team reduced their “let me check with my manager” responses by 62%.

Sales Operations

All custom quotes from live chats get automatic compliance checks. Deal desks at a 500-employee martech firm process 22% more quotes weekly because they’re not manually triaging requests.

Compliance Officers

Every material chat promise is documented with approval trails. Auditors get instant visibility without digging through Slack histories.

Why This Isn’t Just “Another Zap”

Most Zapier integrations shuffle data between apps. This one institutionalizes decision-making where it matters - at the exact moment customer intent is highest. When a visitor is live on your site, debating a purchase or service issue, delayed approvals kill conversions. But rogue approvals kill margins.

ApproveThis adds structure without bureaucracy. Approval groups ensure the right eyes see requests (like requiring both legal and finance sign-off for contract changes). Real-time tracking means no one’s chasing down approvers via DM.

Common Objections (And Why They’re Wrong)

“We already have a ticketing system.”
Great - ApproveThis isn’t a ticketing system. It’s a decision layer. It plugs into your existing tools via Zapier, adding governance where you need it, not another inbox.

“Our agents know the rules.”
Until they don’t. One financial services client found 14% of chat-offered discounts violated new compliance rules. Now those get auto-flagged.

Getting Started Without the Overhead

ApproveThis offers a free tier for small teams. Pair it with Chaport’s existing plan via Zapier, and you’re live in an afternoon. No procurement committees needed.

The alternative? Keep letting critical decisions live in chat transcripts and hope someone follows up. Or worse - have managers micromanage every agent conversation.

Register for ApproveThis, connect your Chaport through Zapier, and within hours, every customer promise gets the oversight it deserves - without killing your team’s momentum.

Final Thought: This Isn’t About Control

It’s about aligning speed with accountability. Customers expect instant answers. Businesses need guardrails. This integration lets you give both teams what they need - faster resolutions with fewer regrets.