ApproveThis manages your Twise Integration approvals.

When Approval Automation Meets AI-Powered Lead Conversion

Businesses lose $1.6 trillion annually to operational inefficiencies – often from slow decision-making and missed opportunities. Twise's AI agents capture website leads 24/7, while ApproveThis ensures those leads get reviewed and approved at enterprise speed. Together through Zapier, these platforms create a closed-loop system where anonymous visitors become qualified opportunities faster than manual processes allow.

What Each Platform Does Best

Twise acts as your tireless lead capture team. Its AI engages website visitors with human-like conversations, qualifies prospects using your criteria, and documents every interaction. But like any good salesperson, it needs managers to approve discounts, custom proposals, or priority support requests.

ApproveThis becomes that decision-making layer. When Twise identifies opportunities requiring human review – like special pricing for a high-value lead or access to gated resources – approval workflows trigger automatically. Approvers receive email notifications, review details, and make decisions without logging into Twise.

Key Integration Benefits

A marketing agency used this integration to reduce client onboarding time by 65%. When Twise captures a new client inquiry, ApproveThis routes it to both the sales lead (for pricing approval) and legal (for contract terms). Parallel approvals cut their process from 3 days to 6 hours.

An eCommerce company handling 500+ daily support chats uses Twise to identify customers requesting returns/exchanges. ApproveThis automatically routes requests over $200 to managers while auto-approving smaller amounts. This reduced refund processing costs by 22% in Q1.

Two Core Use Cases (and Why They Matter)

1. Lead-to-Approval Automation

When Twise captures a lead requiring special handling – like a enterprise prospect asking for custom demo access – ApproveThis initiates multi-step validations:

• Sales lead verifies opportunity size
• Technical team confirms demo environment availability
• Legal reviews any NDAs

Approvers receive all lead context from Twise within ApprovalThis emails. No app switching required. For consulting firms, this ensures client proposals get reviewed by both practice leads and compliance teams before being sent.

2. Approval-to-Knowledge Documentation

Every approved/denied request in ApproveThis can generate a Twise knowledge card. This creates an audit trail showing:

• Original lead details
• Approval decision makers
• Timestamps for each step

A SaaS company uses this to document enterprise contract exceptions. Sales teams reference past approved discounts during renewals, while finance teams maintain pricing consistency across regions.

Team-Specific Advantages

Sales Teams: Close Faster

Deal desks using both tools resolve custom pricing requests 4x faster. Twise captures the customer’s budget and needs, while ApproveThis routes the quote to regional managers and finance simultaneously. Real-time tracking prevents deals stalling in email chains.

Operations: Scale Without Chaos

Customer support teams approve exception requests (like VIP service upgrades) without leaving their helpdesk workflows. Twise identifies high-value customers based on interaction history, triggering ApproveThis workflows that factor in current support capacity.

Finance: Control Without Bottlenecks

Automated approval thresholds handle routine requests (e.g., sub-$500 discounts), while escalating exceptions. Month-end reporting uses Twise knowledge cards to audit approvals against actual revenue impact.

Implementation Guide

Step 1: Create a Zapier account (free tier works for testing)
Step 2: Connect Twise and ApproveThis as apps in Zapier
Step 3: Choose trigger/action pairs:

For Lead Approvals

Twise Trigger: "New Lead" → ApproveThis Action: "Create Request"
Map these Twise fields to ApproveThis:
- Lead score → Approval priority level
- Conversation transcript → Request description
- Custom fields (budget, timeline) → Calculated fields

For Knowledge Documentation

ApproveThis Trigger: "New Request" → Twise Action: "Create Knowledge Card"
Include these ApprovalThis details in Twise cards:
- Approver comments
- Decision timestamp
- Attached files (contracts, quotes)

Why This Integration Works

Twise handles front-end engagement at scale, while ApproveThis enforces structured governance. Unlike all-in-one platforms, this combo lets you:

Maintain separate systems of record: CRMs stay focused on pipeline management, ApproveThis owns decision audit trails
Reduce software sprawl: Approvers interact via email; no new logins required
Adapt quickly: Change approval rules in ApproveThis without disrupting Twise workflows

Getting Started

Companies using both tools typically see ROI within 45 days through:
- 30-50% faster approval cycles
- 15% higher lead conversion rates
- Eliminated manual data entry between systems

Start your 14-day ApproveThis trial or explore Twise's lead conversion features. For integration help, schedule a custom demo showing your specific use case.