ApproveThis manages your Novocall Integration approvals.

Two Platforms, One Powerful Connection

When customer conversations demand action, delays in approvals can mean lost revenue or frustrated clients. Novocall's call management system generates valuable customer interactions, while ApproveThis turns those touchpoints into decisive business outcomes. Together through Zapier, they create an operational rhythm where customer requests automatically trigger approval processes - no manual handoffs required.

This integration is particularly impactful for customer-facing teams. Sales departments can approve special pricing during live calls. Support teams can escalate urgent technical requests. Marketing agencies might greenlight campaign changes requested during client consultations. The combination creates accountability without bureaucracy.

Why This Integration Works

Novocall excels at converting website visitors into phone conversations and scheduled appointments. ApproveThis adds structure to what happens next. Consider these advantages:

• External Collaboration: Approvers don't need Novocall licenses - ideal for clients, vendors, or executives who only need to review specific requests
• Conditional Logic: Automatically route high-value callbacks to senior staff or escalate overdue approvals

A healthcare provider could use approval thresholds to fast-track prescription renewal calls while flagging complex cases for physician review. Financial advisors might require dual approvals for investment change requests captured during client calls.

Three Workflows That Transform Operations

1. Callback Authorization for Sales Teams

When a high-value lead requests a callback via Novocall's widget, sales managers often need to approve special discounts or custom proposals. With this Zap:

Novocall Trigger: New incoming call request → ApproveThis Action: Create approval request with lead details and proposed offer

Example: A SaaS company's sales team automatically routes enterprise-level callbacks through approval workflows verifying contract terms before scheduling demos.

2. Scheduled Appointment Compliance

Industries with strict compliance requirements (legal, financial services) benefit from approving scheduled calls in advance. The integration ensures:

Novocall Trigger: New appointment booked → ApproveThis Action: Start compliance review workflow

A mortgage broker could require loan officers to get manager approval before confirming rate-lock appointment calls with applicants.

3. Post-Call Documentation Sync

After approving call outcomes (discounts granted, support promises made), teams need audit trails. This bidirectional flow:

ApproveThis Trigger: Request approved → Novocall Action: Create call record with approval details

Customer support teams can automatically attach approved escalation paths to call records, while sales ops teams maintain clean CRM data.

Implementation Made Simple

Setting up the integration takes under 15 minutes through Zapier:

1. Create Zapier accounts for both platforms
2. Choose a Novocall trigger (incoming call, new schedule)
3. Map key data points to ApproveThis request fields
4. Configure approval rules and notifications

Pro Tip: Use ApproveThis' calculated fields to auto-populate deal size estimates based on Novocall's lead score data.

Department-Specific Benefits

Sales Operations

Enforce pricing authority limits during call scheduling. Junior reps get automatic manager approvals for deals exceeding 15% discounts, while seasoned reps operate within pre-approved thresholds.

Customer Success

Require technical lead approval before promising feature timelines during support callbacks. Approval timelines sync directly to Novocall's callback scheduling.

Legal Teams

Review scheduled consultation calls requiring NDAs or non-standard contracts. Auto-attach approved documents to Novocall meeting invites.

Beyond Basic Approvals

ApproveThis adds nuanced control to Novocall workflows:

Vacation Delegation: Automatically reassign call approvals when managers travel
Consensus Routing: Require multiple department approvals for complex requests
Dynamic Escalation: Bump high-priority calls to execs if middle managers don't respond

An e-commerce company uses these features to ensure holiday season callbacks get approved within 2 hours or automatically escalate to backup managers.

Getting Started

To implement these workflows:

1. Register for ApproveThis (14-day free trial)
2. Connect your Novocall account via Zapier
3. Build your first approval zap in under 10 minutes

For complex use cases, schedule a demo to see conditional logic and multi-team workflows in action.

The Bottom Line

Combining Novocall's conversation engine with ApproveThis' decision infrastructure creates accountability where it matters most - at the point of customer interaction. Teams move faster because approvals become part of the workflow, not a bottleneck. Clients get consistent responses because policies get enforced automatically. And managers gain visibility without micromanaging every call.

In an era where customer expectations reset daily, this integration helps businesses stay compliant without compromising speed. The real magic happens when approvals stop feeling like red tape and start acting as quality control checkpoints that enable teams to operate with confidence.