ApproveThis manages your Callexa Feedback Integration approvals.

Two Tools, One Powerful Connection

When customer feedback meets approval automation, businesses unlock new levels of operational efficiency. ApproveThis and Callexa Feedback solve complementary challenges: one gathers critical customer insights through Net Promoter Score (NPS) surveys, while the other ensures those insights translate into action through structured decision-making. Connected via Zapier, these platforms create closed-loop systems where customer voices directly inform business decisions - without manual handoffs or lost data.

Consider this real-world impact: A retail company using Callexa Feedback identifies a 15% drop in customer satisfaction scores. With ApproveThis integration, their operations team automatically routes negative feedback to regional managers for immediate remediation approval, cutting response time from 72 hours to 4 hours. This isn't hypothetical optimization - it's operational reality for companies bridging survey data with decision workflows.

Core Capabilities Compared

Callexa Feedback Strengths

Specializes in customer sentiment capture through NPS-based surveys with three key advantages:

• Standardized feedback collection across customer segments
• Real-time response dashboards
• Automated survey distribution

ApproveThis Advantages

Excels at converting inputs into actions through:

• Multi-layer approval chains with conditional logic
• Email-based approvals requiring zero software training
• Automatic escalation paths for stalled decisions

Together through Zapier, they enable what we call "Closed-Loop Customer Operations" - systems where feedback doesn't just get recorded, but actively triggers business responses.

Strategic Use Cases

1. Customer Experience Firefighting

Negative survey responses (NPS detractors) automatically trigger approval workflows for service recovery credits. Example:

A luxury hotel chain routes all 1-6 NPS scores through ApproveThis to:

• Front desk managers approve $50 dining credits immediately
• General manager reviews escalated cases requiring room upgrades
• CRM automatically logs resolutions back to Callexa

Key Benefit: 92% faster compensation processing compared to manual ticket systems.

2. Product Feedback Implementation

Feature requests from Callexa surveys initiate product change approvals. A SaaS company uses this to:

• Route feature requests from enterprise clients to CTO
• Send common suggestions to product committee review
• Auto-decline duplicates using ApproveThis' calculated fields

Result: 40% reduction in feature request backlog through automated triage.

3. Compliance-Driven Approvals

Regulated industries automatically validate survey deployments. A pharmaceutical company:

• Requires legal approval via ApproveThis before sending patient surveys
• Logs all approvals in audit trails
• Syncs compliance status back to Callexa through Zapier

Technical Implementation

Setting up the integration requires 6 steps in Zapier:

1. Create Zapier account (if new to automation)
2. Choose Callexa Feedback as trigger app
3. Select "New Survey Response" event
4. Connect ApproveThis as action app
5. Map survey fields to approval request template
6. Test with live data

Critical Note: Use ApproveThis' calculated fields to auto-populate approval thresholds based on survey scores. For example, set automatic approval for $25 credits on NPS 4-6 scores, while requiring manager approval for scores 1-3.

Team-Specific Benefits

Customer Success Teams

Reduce churn risk by converting negative feedback into immediate action items. Approvers receive requests pre-populated with:

• Customer lifetime value data
• Previous interaction history
• Suggested compensation amounts

Product Managers

Prioritize roadmap items using approval metrics. See how often feature requests get approved versus rejected by stakeholders.

Compliance Officers

Maintain audit trails showing exactly who approved survey questions and customer outreach initiatives.

Cost Efficiency Advantage

ApproveThis eliminates redundant software licenses for external approvers. When using Callexa Feedback with partners or clients:

• Vendors approve survey participation requests via email
• Clients approve case studies without Callexa logins
• Agencies review campaign surveys through delegated access

This "license-less approval" model prevents seat bloat in Callexa when working with external parties.

Advanced Configuration Tips

Dynamic Routing

Use Callexa's survey metadata to control approval paths:

• Route enterprise client feedback to senior leadership
• Send high-urgency requests via SMS approval
• Auto-approve common requests during peak hours

Bi-Directional Sync

While most workflows start in Callexa, reverse triggers add value:

• New ApproveThis requests can trigger Callexa follow-up surveys
• Approved budget increases auto-launch customer satisfaction surveys
• Denied requests trigger alternative feedback collection

Implementation Checklist

Maximize ROI by preparing these elements pre-launch:

• Callexa survey IDs for key customer segments
• ApproveThis templates matching approval types
• Escalation rules for holiday/vacation coverage
• Field mapping documentation

Pro Tip: Use ApproveThis' vacation delegation to ensure survey-based approvals never stall during holidays.

Getting Started

Ready to transform customer feedback into decisive action? Follow these steps:

1. Register for ApproveThis (14-day trial available)
2. Connect your existing Callexa Feedback account
3. Book a 20-minute integration consult with our workflow experts

For complex implementations involving 10+ approval workflows, request our enterprise onboarding program featuring dedicated Zapier configuration support.

Final Considerations

While the technical integration takes minutes through Zapier, cultural adoption determines long-term success. Train teams on:

• Monitoring approval SLAs in ApproveThis dashboards
• Interpreting Callexa's feedback trends holistically
• Balancing automation with human judgment

Remember: This integration works best when survey design aligns with approval authority levels. Start with high-impact, low-risk workflows before automating mission-critical decisions.