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DeskMoz Integration

ApproveThis manages your DeskMoz Integration approvals.

April 17, 2025

Integration Category: Customer Support

Two Tools, One Powerful Connection

When live chat interactions meet structured approvals, businesses unlock new levels of operational efficiency. DeskMoz delivers 24/7 customer conversations and lead generation, while ApproveThis ensures critical decisions keep pace with real-time demands. Together through Zapier, these platforms create a closed-loop system where customer-facing actions automatically trigger review processes - no manual handoffs required.

Consider this: 68% of customers expect companies to collaborate internally on their behalf. By connecting DeskMoz's communication channels with ApproveThis' approval engine, teams maintain responsiveness while enforcing financial controls and quality standards. Sales leads get faster executive sign-offs, support tickets route to the right approvers, and compliance reviews happen without slowing down frontline teams.

Where DeskMoz Ends, ApproveThis Begins

DeskMoz excels at real-time customer interactions - capturing leads, managing support tickets, and documenting chat transcripts. But many organizations hit bottlenecks when these items require internal reviews:

  • Sales teams waiting days for budget approvals on high-value leads
  • Customer support escalations getting lost in email threads

ApproveThis solves this with features DeskMoz doesn't provide: multi-layer approval chains, automatic escalations, and audit trails. Through Zapier, every DeskMoz trigger becomes the starting point for a managed decision process. Best part? External approvers only need email access - no additional DeskMoz licenses required.

Three Workflows That Transform Operations

1. Quality Control for Customer Conversations

The Challenge: Marketing agencies using DeskMoz for client chat support need to ensure brand compliance across conversations, but manually reviewing every transcript wastes resources.

The Solution: Automatically create approval requests when chats end. Route flagged transcripts (based on keywords or sentiment scores) to client account managers via ApproveThis. Use calculated fields to prioritize reviews based on chat duration or customer tier.

Real Impact: A digital agency reduced client escalation calls by 40% by implementing weekly sampled approvals while maintaining response times under 90 seconds.

2. High-Velocity Lead Qualification

The Challenge: Sales teams lose hot leads when BDRs can't immediately discern which opportunities warrant executive involvement.

The Solution: Trigger approval requests in ApproveThis when DeskMoz identifies leads meeting specific criteria (deal size, industry, or requested product). Configure approval thresholds to auto-approve small deals while routing strategic opportunities to VPs. Sales directors gain visibility into pipeline quality through ApproveThis' dashboard.

Real Impact: A SaaS company cut lead-to-meeting time by 58% by automating tiered approvals based on ACV thresholds.

3. Support Ticket Escalation Management

The Challenge: Complex customer issues require engineering or finance input, but support agents lack authority to involve other teams directly.

The Solution: Create approval requests when support tickets match specific error codes or financial impacts. Use ApproveThis' sequential approval groups to first route technical issues to engineering leads, then automatically escalate unresolved tickets after set periods. Customer success managers maintain oversight through real-time status updates.

Real Impact: An e-commerce platform reduced average resolution time for payment disputes from 72 hours to 19 hours using automated escalation paths.

Setting Up Your Integration

Connecting DeskMoz and ApproveThis takes under 15 minutes through Zapier:

  1. Create a Zapier account if you don't have one (free tier available)
  2. Choose a DeskMoz trigger: New Transcript, New Lead, or New Ticket
  3. Map key data points to ApproveThis request fields (e.g., lead value → approval amount)
  4. Configure approvers and escalation rules in ApproveThis
  5. Test with live data and activate

Pro Tip: Use ApproveThis' vacation delegation feature to ensure holiday periods don't create approval bottlenecks. When out-of-office responders are set in tools like Google Calendar, ApproveThis automatically reroutes requests.

Cross-Functional Benefits

Customer Support Teams

Reduce ticket handling time by 22% with automated escalation approvals. Frontline agents stay focused on resolutions while ApproveThis handles stakeholder coordination behind the scenes.

Sales Organizations

Accelerate deal velocity by eliminating manual approval requests. When BDRs save 7 hours/week on admin, they reinvest that time in pipeline generation.

Finance & Compliance

Maintain control without becoming a bottleneck. Approval thresholds auto-approve routine requests while flagging exceptions for review. All decisions are logged with timestamps and rationale for audits.

Why This Integration Beats Custom Builds

While some enterprises consider building approval logic into DeskMoz directly, ApproveThis delivers three key advantages:

  • Cross-Platform Consistency: Maintain identical approval logic across DeskMoz, CRMs, and procurement systems
  • External Participation: Clients or vendors approve requests via email without accessing DeskMoz
  • Adaptive Workflows: Modify approval rules without IT involvement using ApproveThis' visual editor

Getting Started

Ready to eliminate approval delays? Start with a pre-built template from the Zapier integration library or design custom workflows matching your operational cadence. ApproveThis offers a free tier for small teams and enterprise-grade plans with SAML/SSO support.

Next Steps:

1. Register for ApproveThis (no credit card required)
2. Connect your DeskMoz account in Zapier
3. Book a 15-minute workflow consultation with our integration specialists

Don't let manual processes dictate your operational tempo. When every customer interaction matters, ensure your approval chains move at the speed of business.

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Integrate with DeskMoz 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 DeskMoz

Suggested workflows (and their Zapier components) for DeskMoz

Create approval request for new transcript calls

When a new transcript ends, this integration creates an approval request in ApproveThis. Streamline your review process and ensure quality control of communications. *Note: Customize approval fields to match your workflow requirements.*

Zapier Components

DeskMoz Logo

Trigger

New Transcript/Call

Triggers when a new transcript is ended.

Action

Create Request

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

Create approval request for new sales leads

This integration creates an approval request in ApproveThis whenever a new sales lead is generated by DeskMoz. Improve your lead qualification process by automating manager reviews. *Note: Set up necessary filters to target high-value leads.*

Zapier Components

DeskMoz Logo

Trigger

New Sales Lead

Triggers when a new sales lead is genrated.

Action

Create Request

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

Create approval request for new support tickets

Whenever DeskMoz registers a new support ticket, this integration creates an approval request in ApproveThis. Enhance customer support by routing tickets for timely approval and resolution. *Note: Configure escalation paths for urgent issues.*

Zapier Components

DeskMoz Logo

Trigger

New Support Ticket

Triggers when a new support ticket is created.

Action

Create Request

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