How ApproveThis and Specific Work Better Together

Two Tools, One Goal: Smarter Decisions

When conversation analytics meet approval automation, businesses get something rare: clarity. ApproveThis cuts through approval bottlenecks with structured workflows, while Specific analyzes customer interactions to surface critical insights. Together through Zapier, they create closed-loop systems where data drives decisions – and decisions trigger action.

Why This Integration Matters

Approval delays cost revenue. A Salesloft study found 65% of reps lose deals because internal processes move too slowly. Meanwhile, 42% of customer escalations stem from miscommunication between teams (HubSpot). Connecting Specific’s conversation tracking with ApproveThis’s automated approvals tackles both problems:

• Sales teams approve contracts at the speed of customer expectations
• Support escalations trigger immediate manager reviews

Approvers don’t need Specific licenses – ideal for clients, vendors, or executives who only need context to decide.

Real Workflows for Real Teams

1. Contact Vetting at Scale

A marketing agency uses Specific to track sales calls. When a new lead reaches “hot” status based on conversation sentiment, Zapier creates an ApproveThis request. Partners review lead details and approve campaign spend – all before the prospect cools.

Key features: Approval thresholds auto-approve small spends, Calculated Fields show ROI projections.

2. Compliance Without Paperwork

Healthcare providers analyze patient calls in Specific. Any mention of “billing dispute” triggers an ApproveThis workflow requiring legal and finance sign-off before follow-up. Approved cases sync back to Specific with resolution notes.

Hidden advantage: Vacation delegation ensures urgent cases never wait.

3. Deal Desk Acceleration

Enterprise sales teams embed ApproveThis into Specific conversation timelines. When a rep marks a deal “ready for review,” approvers get the exact pricing quotes and customer objections pulled from call transcripts. Approved deals auto-update CRM records.

Why it works: Approval groups use sequential routing – legal reviews terms first, then finance.

Setting Up Your Integration

Zapier makes this a 15-minute setup:

1. Connect Zapier to both ApproveThis and Specific
2. Choose triggers: New Specific contacts, flagged conversations, or approval status changes
3. Map data fields (e.g., link call recordings to approval requests)
4. Test with low-risk workflows first

Pro tip: Use ApproveThis’s conditional logic to route high-value deals to C-level approvers automatically.

Department-Specific Wins

Sales: Close Rates Over Spreadsheets

Field teams using Specific’s call tracking see 23% faster approvals (Gartner). Example: A medtech rep discusses a $250K equipment sale. Specific flags the deal size; ApproveThis routes it to the VP with commission impact calculations. Approval happens before the next call.

Customer Success: Renewals Before Churn

Specific detects frustration in support calls. ApproveThis triggers “save campaign” approvals with discount limits. Managers approve offers knowing the customer’s exact complaints and lifetime value.

Legal: Risk Mitigation

Contract reviews drop from days to hours when Specific surfaces key clauses and ApproveThis enforces redline workflows. Version comparisons attach automatically to approval requests.

The Bottom Line

This integration isn’t about replacing human judgment – it’s about arming decision-makers with context. Specific tells you why something needs approval; ApproveThis handles the how.

Next Steps

Start with one high-impact workflow:

• Deal approvals tied to conversation sentiment
• Contract reviews triggered by specific legal terms
• Escalation workflows based on customer tone analysis

Ready to eliminate approval delays? Register for ApproveThis or explore Specific’s analytics to book a custom demo.