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Hello Customer Integration

ApproveThis manages your Hello Customer Integration approvals.

April 22, 2025

Integration Category: Forms

Why Approval Workflows and Customer Feedback Belong Together

Modern businesses face two critical challenges: making faster decisions and staying customer-obsessed. ApproveThis solves the first by automating approval chains, while Hello Customer tackles the second with AI-driven feedback analysis. Together, they create a closed-loop system where customer insights directly inform business decisions  and those decisions happen at the speed your market demands.

Consider this: 68% of customers expect companies to respond to feedback within 24 hours (Microsoft). Yet internal bottlenecks often delay action. By connecting Hello Customer's real-time sentiment analysis with ApproveThis' structured approvals, teams can prioritize high-impact issues, route them to the right decision-makers, and demonstrate responsiveness that builds brand loyalty.

Core Capabilities: Where the Magic Happens

ApproveThis brings military-grade precision to approval workflows with features like multi-step conditional routing, automatic escalation thresholds, and email-based approvals that keep external partners in the loop without requiring software licenses. Hello Customer adds contextual intelligence through natural language processing that categorizes feedback into actionable themes  think "urgent feature request" vs. "general pricing comment."

When integrated via Zapier, these platforms enable scenarios like:

  • Automatically converting negative feedback into approval requests that trigger service recovery protocols
  • Requiring executive sign-off on product changes suggested by 50+ customer requests

Real-World Use Cases Across Industries

Retail: From Angry Review to Resolved Complaint in 4 Hours

A national clothing chain uses Hello Customer to monitor survey responses. When a customer reports damaged merchandise, ApproveThis:

  1. Routes the issue to store management for replacement approval
  2. Escalates to regional leads if unresolved in 2 hours
  3. Triggers a personalized apology email with coupon upon resolution

Result: 92% retention rate for complainants vs. industry average of 67%.

SaaS: Turning Feature Requests into Roadmap Gold

A project management software company surfaces trending user requests through Hello Customer's AI. Their product team uses ApproveThis to:

  • Require 3/5 eng leads to approve high-effort features
  • Auto-approve changes with 80+ user votes
  • Notify voting customers when their idea ships

Outcome: 40% faster prioritization cycles with clear audit trails.

Team-Specific Benefits

Customer Support: Stop Playing Telephone

Frontline agents often lack authority to approve refunds or comps. With this integration:

*Example:* A telecom company auto-converts complaints about overage fees into approval requests. Managers review historical usage data (pulled into ApproveThis via Zapier) to approve/deny credits in 1 click from their inbox. Support teams close tickets 58% faster.

Product Management: Data-Driven Prioritization

Hello Customer identifies that 32% of negative feedback cites "slow mobile app." The PM team:

1. Launches an ApproveThis workflow requiring sign-off from Engineering, UX, and QA
2. Uses calculated fields to compare estimated dev costs against churn risk
3. Gates progression until all stakeholders approve their specific sections

This prevents critical fixes from getting stuck in meeting purgatory.

Marketing: Campaigns That Actually Resonate

When Hello Customer detects praise for a seasonal product bundle, the marketing team:

- Triggers an ApproveThis workflow to greenlight similar promotions
- Requires sequential approvals from Legal, Inventory, and Creative
- Auto-rejects proposals if stock levels dip below safety thresholds

Result: Launched a Valentine's Day spin-off campaign in 11 days vs. typical 6-week cycle.

Implementation Made Simple

Setting up the integration takes under 30 minutes:

1. Connect the Apps: In Zapier, authenticate both ApproveThis and Hello Customer
2. Choose Your Trigger: Options include "New Survey Response" or "Urgency Score Above 8"
3. Map Critical Data: Pull Hello Customer's sentiment analysis into ApproveThis' calculated fields
4. Set Escalation Rules: Example: Auto-approve requests with 95%+ positive sentiment, escalate others
5. Test with Live Data: Use Zapier's preview tools to validate before going live

Pro Tip: Start with a single use case like refund approvals before expanding to complex workflows.

The Hidden Advantage: Cross-Platform Governance

Many teams don't realize ApproveThis allows:

- External Approvers: Vendors or clients can approve requests via email without Hello Customer logins
- Compliance Safeguards: Maintain separation of duties  the employee submitting feedback can't approve related actions
- Audit Trails: Every decision links back to original customer input for SOC 2 reporting

A healthcare provider used this to comply with HIPAA while gathering patient experience surveys. Doctors approve process changes via secure email links, with all decisions logged against specific feedback without exposing PHI.

Beyond the Basics: Advanced Tactics

Seasoned users combine ApproveThis features for surgical precision:

Approval Thresholds: "Auto-approve requests with 50+ customer votes unless Engineering flags technical debt"
Vacation Delegation: CTO out of office? Requests automatically reroute to their VP without missing SLAs
Dynamic Fields: Show ROI estimates in approval forms by combining Hello Customer's CSAT data with financials

A B2B SaaS company reduced legal review time by 70% using conditional logic. Only contracts with specific terms (e.g., liability clauses) get routed to attorneys  others auto-approve.

Getting Started

Ready to transform customer feedback into decisive action?

1. Sign up for ApproveThis (14-day free trial)
2. Connect your existing Hello Customer account via Zapier
3. Clone pre-built templates or design custom workflows

For complex use cases, request a personalized demo showing how to combine calculated fields, multi-tier approvals, and Hello Customer's AI insights.

Final Thought: Decision Velocity as Competitive Edge

In the time it took to read this article, 380 businesses received customer feedback they haven't acted on. The companies that thrive won't just collect insights  they'll institutionalize rapid response. By marrying Hello Customer's diagnostic capabilities with ApproveThis' execution engine, you create an organizational reflex that turns feedback into advantage.

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Integrate with Hello Customer Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Hello Customer

Suggested workflows (and their Zapier components) for Hello Customer

Create approval request for new customer answers

When new answers are received in Hello Customer, an approval request is automatically created in ApproveThis to ensure quality review. This integration streamlines feedback evaluation and speeds up decision-making. *Note: Adjust approval criteria in ApproveThis as needed.*

Zapier Components

Hello Customer Logo

Trigger

Answer(s) Created

Triggers when new answers are received. Multiple answers can be returned that were created in the past 15 minutes.

Action

Create Request

Creates a new request, probably with input from previous steps.

Add customer reviews for new approval requests

When a new approval request is initiated in ApproveThis, customer reviews are automatically added in Hello Customer. This integration connects approval workflows with customer sentiment, enhancing review processing efficiency. *Note: Verify integration settings for proper data mapping.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Hello Customer Logo

Action

Add Customer Reviews

This action adds a review to the Hello Customer platform