ApproveThis manages your Megacall Integration approvals.

Two Platforms, One Competitive Edge

Businesses thrive when communication and decision-making align. Megacall’s VoIP platform powers sales and support teams with voice, SMS, and social messaging tools. ApproveThis adds precision to this equation by automating approval workflows. Together, they turn real-time conversations into actionable outcomes without bottlenecks. This integration isn’t about replacing tools—it’s about connecting them to eliminate manual handoffs, reduce delays, and ensure compliance across teams.

Why This Integration Matters

Megacall excels at managing high-volume communications, but customer-facing teams often need oversight. For example, a support agent might promise a refund during a call, but finance requires documentation. A sales rep might negotiate a custom deal that needs legal review. ApproveThis bridges this gap by adding structured approval logic to Megacall’s interactions. Here’s how it works:

Key Integration Benefits

For Sales Teams: Close deals faster by automating approval requests for discounts or custom contracts directly after client calls. Approvers get context-rich requests with call recordings or transcripts attached.

For Support Teams: Route refund or escalation requests from SMS/chat to managers without switching apps. ApproveThis’ thresholds auto-approve small amounts, freeing managers for complex cases.

For Compliance: Ensure all customer promises (like service credits) are reviewed and logged. Use calculated fields to flag high-risk requests automatically.

Real-World Use Cases

1. Automate Approval Requests for Customer Messages

When Megacall receives an SMS or Facebook Messenger query, ApproveThis can trigger a review process. For instance, a retail company uses this to handle return requests: agents submit approval workflows with order details, and managers approve/deny via email. Since ApproveThis doesn’t require approvers to have Megacall access, vendors or external partners can review requests without added costs.

2. Turn Approved Deals into Trackable Leads

When a sales call leads to a qualified opportunity, ApproveThis can create a lead in Megacall CRM. A logistics company uses this to track high-value shipping contracts: once leadership approves a discount, the deal moves to Megacall for follow-up. This skips manual data entry and keeps pipelines accurate.

3. Instant Notifications for Time-Sensitive Decisions

When an approval is resolved, Megacall sends SMS alerts. A property management team uses this for maintenance emergencies: approved requests trigger texts to contractors, while denied ones notify tenants. With vacation delegation, alternate approvers step in if managers are unavailable—critical for 24/7 operations.

Setup Guide: Connect Megacall + ApproveThis in 15 Minutes

Step 1: Log into Zapier and create a new Zap. Choose Megacall as the trigger app (e.g., “Notify SMS” or “Notify Facebook Messenger”).

Step 2: Select an ApproveThis action, like “Create Request.” Map Megacall data (phone numbers, message content) to ApproveThis fields. Add conditional logic if needed (e.g., “Only route requests over $500”).

Step 3: Test the Zap. Send a test SMS via Megacall to confirm an approval request appears in ApproveThis. Refine field mappings as needed.

Pro Tip: Use ApproveThis’ calculated fields to auto-populate values like request IDs or priority levels based on Megacall data.

Cross-Team Advantages

Finance Teams

Track approved spend in real time. For example, sales promotions approved via Megacall SMS are logged with timestamps and approver comments, simplifying audits.

Marketing Teams

Review campaign messaging at scale. When Megacall captures customer feedback via chat, marketers use ApproveThis to greenlight follow-up campaigns without lengthy email threads.

Operations Teams

Monitor SLAs with ApproveThis’ dashboard. If a supplier quote from Megacall chat isn’t approved within 24 hours, the system escalates it automatically.

Why This Combo Beats Manual Processes

Traditional approval methods create silos. A customer service rep might email a manager, who then forwards to finance, losing context each step. With ApproveThis and Megacall:

• Context stays attached: Call recordings, transcripts, and customer history move with each request.
• Decisions happen faster: Approvers get mobile-friendly emails with one-click actions.
• Compliance is built-in: Every decision is logged with timestamps and reasons.

Limitations to Consider

This integration isn’t a fix for vague approval policies. Teams must define clear rules (e.g., “All discounts over 15% require CFO review”). Also, while ApproveThis works with Megacall data, it doesn’t replace a full CRM—it complements one.

Getting Started

Ready to eliminate approval delays? Register for ApproveThis and connect your Megacall account via Zapier. For complex workflows, book a demo to see how conditional logic and approval thresholds can adapt to your needs.