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GoDial Integration

ApproveThis manages your GoDial Integration approvals.

April 17, 2025

Integration Category: Crm

When Your CRM and Approval Process Finally Stop Ghosting Each Other

Let's be real - most companies treat approvals like an afterthought. You've got teams using GoDial to actually talk to customers (wild concept, we know), while someone's digging through Slack threads to find that one "approved" message from three weeks ago. Enter ApproveThis. We don't just connect with GoDial through Zapier - we make sure your CRM stops working in a vacuum while your approvals stop living in email purgatory.

For teams between 50-5,000 employees, this isn't about cute automations. It's about not having deals stall because accounting didn't see the discount request or letting customer issues rot because support needs three signatures to escalate. We'll show exactly how this plays out across departments, why your finance team might actually stop sending angry memes in the group chat, and how to set it up without needing an IT consult.

Why This Combo Works Like a Wrench on Stuck Processes

GoDial handles the talking part. ApproveThis handles the "can we actually do this?" part. Together? They fix the two biggest leaks in operational pipelines:

  • Visibility: Customer calls in GoDial triggering real approval workflows instead of sticky notes on monitors
  • Accountability: Every approval/rejection in ApproveThis automatically updating GoDial records

Take contract approvals - sales makes a promise on a call (logged in GoDial), which triggers an approval workflow (in ApproveThis) that routes to legal, finance, and the customer's procurement team. All without a single "per my last email."

Bonus: ApproveThis approvers don't need GoDial licenses. Huge for external partners who shouldn't have access to your full CRM but need to greenlight deals.

Real Uses That Don't Sound Like Software Brochures

1. When Sales Makes Promises (That Actually Get Approved)

Scenario: Your sales rep offers a custom SLA during a GoDial call. Normally, this dies in legal review limbo. With the integration:

- Call ends in GoDial → Auto-creates ApproveThis request with recording link
- Legal gets email/Slack approval request with deal context
- Approved? GoDial contact record updates automatically
- Denied? Sales manager gets alert with legal's notes

Teams that care: Sales ops, legal, account management

2. Customer Support That Doesn't Require 7 Forms to Escalate

Scenario: Support agent needs engineering resources for a VIP account. Instead of begging for manager attention:

- GoDial call tagged as "urgent" → ApproveThis workflow pings CTO
- Approval threshold auto-approves if CTO doesn't respond in 2hrs
- Approved request auto-adds engineering team in GoDial

Teams that care: Customer success, engineering leads, CXOs

3. Procurement That Doesn't Make People Want to Quit

Scenario: Field team needs emergency equipment purchase:

- GoDial voicemail from vendor → Converted to ApproveThis request
- Finance gets SMS approval (yes, ApproveThis does SMS)
- Approved? PO auto-generated and sent via GoDial
- Denied? Vendor gets auto-callback with decline reason

Teams that care: Operations, finance, field managers

Setting This Up Without Losing Your Mind

If you can make a Zoom call, you can connect ApproveThis and GoDial. Here's the cheat sheet:

  1. Create Zapier account (free tier works)
    Pro tip: Use Zapier's built-in ApproveThis + GoDial templates
  2. Pick your trigger:
    - New GoDial call → ApproveThis request
    - Approved request → GoDial contact update
  3. Map custom fields (2 mins):
    Attach call recordings to approval requests, push approval comments back to GoDial notes
  4. Test with $20 test purchase approval
    Why? Because if you screw up, lunch is on you anyway

Total setup time: 12 minutes (we timed it)

Features You'll Actually Use (Not Just Pay For)

While building this integration, we focused on the stuff teams between 50-5k employees actually need:

Email approvals that don't suck: Approvers can reject/approve directly from Gmail without logging into yet another system. Replies get parsed automatically - no "APPROVED" in giant font required.

Approval thresholds that work: Auto-approve purchases under $5k if no response in 4hrs. Because waiting for Brenda in accounting to ok $127 office chairs is how companies lose talent.

Vacation coverage that doesn't break: Approver OOO? Requests auto-reroute to their manager. No more "John's on paternity leave, ask someone else" emails.

Audit trails even auditors like: Every approval/rejection in ApproveThis timestamps and links to the original GoDial call record. Perfect for compliance teams allergic to BS.

Who Benefits Beyond the Obvious

HR Teams Hiring Actual Humans

Candidate calls in GoDial trigger background check approvals in ApproveThis. No more spreadsheets with "Pending" columns that everyone forgets to update.

Healthcare Operations That Can't Afford Mistakes

Patient consent calls require dual approvals. GoDial logs the conversation, ApproveThis forces two signatures before processing. Audit-friendly and actually ethical.

Manufacturing Procurement That Moves Faster Than Bureaucracy

Supplier negotiations via GoDial automatically escalate to plant managers based on order size. Because $250k machine purchases shouldn't wait for someone to check their inbox.

Why This Isn't Just Another Zapier Gimmick

Most Zapier integrations are duct tape. Ours is more like a welder. Here's why:

- Context matters: ApproveThis pulls actual GoDial call recordings into approval requests, not just ticket numbers
- Two-way sync: Approvals update GoDial contact records, denials trigger callback workflows
- Human-friendly: Approvers get summaries instead of raw data dumps ("Call about Case #4521" vs "38m 12s call with +12125551234")

It's built for companies where approvals directly impact customer outcomes - not just internal paperwork.

Getting Started Without the Sales Circus

Option 1: Register free, connect GoDial via Zapier, and test with one workflow (takes 15 mins)
Option 2: Book a 12-minute demo where we show how other teams in your industry use it

Either way, you'll know within an hour if this actually solves your problems or if we're just blowing smoke. Fair enough?

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Integrate with GoDial 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 GoDial

Suggested workflows (and their Zapier components) for GoDial

Create approval requests for new calls in GoDial

When a new call is placed in GoDial, this integration creates a new approval request in ApproveThis to streamline call follow-ups and ensure quick decision making. It helps teams act promptly on incoming calls requiring managerial review.

Zapier Components

GoDial Logo

Trigger

New Call

Triggers when a new call is placed

Action

Create Request

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

Add new contacts for approval requests in GoDial

When a new approval request workflow is initiated in ApproveThis, this integration automatically adds a new contact in GoDial. It ensures that customer information stays updated and supports smooth follow-up communication.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

GoDial Logo

Action

Add a Contact

Creates a new contact in a given list

Create approval requests for updated contacts in GoDial

When a contact is updated in GoDial, this integration automatically creates an approval request in ApproveThis. It verifies changes in real time and enhances data accuracy with a built-in approval workflow.

Zapier Components

GoDial Logo

Trigger

Contact Update

Triggers when a contact is updated

Action

Create Request

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

Add new teams for completed approval workflows in GoDial

When an approval request is approved or denied in ApproveThis, this integration creates a new team in GoDial. It streamlines team management and supports operational changes driven by approval outcomes.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

GoDial Logo

Action

Add a Team

Creates a new team in your company