ApproveThis manages your ChatBo Integration approvals.

Why Combine ApproveThis with ChatBo?

Businesses thrive when communication and decision-making move in sync. ChatBo, a Facebook Messenger automation platform, excels at engaging customers with real-time messaging, while ApproveThis streamlines approvals by automating workflows across teams. Together, they create a seamless bridge between customer interactions and internal processes. This integration eliminates manual handoffs, reduces delays, and ensures every action—whether a new subscriber signup or a high-stakes budget approval—is handled with precision.

For example, imagine a marketing team using ChatBo to capture leads via Messenger. Without automation, each lead might require manual vetting before being added to a campaign. With ApproveThis integrated via Zapier, ChatBo can instantly trigger an approval request to verify the lead’s eligibility. Decision-makers receive notifications via email or Slack, review details in seconds, and their response automatically updates ChatBo’s workflow. This isn’t just faster—it’s a competitive edge.

Key Use Cases for Teams

1. Automating Subscriber Verification

When a new subscriber joins via ChatBo, ApproveThis can automatically route their details for approval. This is ideal for businesses that require vetting before granting access to gated content, promotions, or loyalty programs. For instance, a financial services company might use this integration to verify user eligibility for exclusive offers. Approvers receive a request with subscriber data, approve or deny it via email, and ChatBo instantly updates the user’s status.

Business Impact: Reduces manual screening by 70% and ensures compliance with eligibility rules. Marketing teams can focus on crafting campaigns instead of cross-checking lists.

2. Real-Time Notifications for Approval Requests

When an approval request is created in ApproveThis, ChatBo can send a Messenger alert to stakeholders. A retail manager, for example, might receive a notification when a inventory restock request exceeds budget. They can review the details directly in Messenger and respond without switching tools. This immediacy prevents bottlenecks in fast-paced environments.

Business Impact: Cuts approval time by 50% for urgent requests, such as time-sensitive purchases or flash sale approvals.

3. Managing Tag-Based Workflows

Tags in ChatBo can trigger approval workflows in ApproveThis. If a user is tagged as “high-value” in ChatBo, ApproveThis can route a request for personalized follow-up actions, like a custom discount or VIP support. Once approved, ChatBo automatically applies the next steps in the customer journey.

Business Impact: Ensures high-value leads receive tailored treatment, improving conversion rates and customer satisfaction.

4. Closing the Loop on Completed Approvals

When a request is approved or denied in ApproveThis, ChatBo can remove tags, send confirmation messages, or update user statuses. For example, after a contract is approved, ChatBo can notify the client via Messenger and remove their “pending” tag. This keeps workflows transparent and customers informed.

Business Impact: Eliminates redundant follow-ups and maintains consistent communication across teams and clients.

How to Set Up the Integration

Connecting ApproveThis and ChatBo takes under 15 minutes with Zapier. Here’s how:

1. Create a Zapier account or log in to your existing one.
2. Choose ChatBo as the trigger app (e.g., “New Subscriber” or “New Tag”).
3. Select ApproveThis as the action app (e.g., “Create Request”).
4. Map ChatBo’s data (like subscriber email or tag details) to ApproveThis’s request fields.
5. Test the Zap to ensure requests appear in ApproveThis and approvals trigger ChatBo actions.

For two-way syncs, create separate Zaps for approval triggers and status updates. Use ApproveThis’s real-time tracking to monitor progress and adjust workflows as needed.

Pro Tip: Use ApproveThis’s calculated fields to auto-flag requests that need escalation. For example, if a ChatBo subscriber’s order value exceeds $1,000, route it directly to a senior manager.

Benefits for Cross-Functional Teams

Marketing Teams

Marketers using ChatBo for lead generation can automate approval checks for promotions, ensuring only qualified leads enter nurture campaigns. ApproveThis’s email-based approvals let external partners (like agencies) review requests without needing ChatBo access. Campaigns move faster, and compliance is baked into every workflow.

Operations Teams

Operations managers can link inventory or procurement requests from ChatBo to approval chains in ApproveThis. For instance, a warehouse tag in ChatBo signaling low stock can trigger a purchase order approval. With approval thresholds, small orders auto-approve, while large ones route to finance. This balance of automation and control reduces overhead.

Customer Support Teams

Support teams can use ChatBo to escalate refund or warranty requests via ApproveThis. Approvers get all context upfront—like conversation history or purchase details—and resolve issues faster. Since approvers don’t need ChatBo licenses, external vendors or managers can review cases without added costs.

Why This Integration Stands Out

While both tools are powerful alone, their integration solves a critical gap: aligning customer-facing interactions with internal decision-making. ChatBo captures real-time data, and ApproveThis ensures decisions happen at the same speed. Unlike clunky ERP systems, this setup is lightweight, customizable, and scales with your business.

ApproveThis’s vacation delegation feature also prevents delays. If an approver is out, requests reroute automatically—no more chasing backups. For global teams, this keeps workflows moving across time zones.

Final Thoughts

Businesses that connect ChatBo and ApproveThis via Zapier unlock faster cycles, fewer errors, and happier teams. Whether you’re managing marketing campaigns, customer onboarding, or operational tasks, this integration turns approval bottlenecks into competitive advantages.

Ready to streamline your workflows? Register for ApproveThis or explore Zapier integrations to get started. For teams using ChatBo, this isn’t just an upgrade—it’s a new way to work.