
ApproveThis manages your BuildChatbot Integration approvals.
April 17, 2025
Integration Category: Ai Tools
When Chatbots Meet Approval Automation
Let’s be real: chatbots are great at starting conversations, but they can’t approve squat. That’s where things get messy. Marketing teams get flooded with leads, sales reps chase unqualified prospects, and managers play email tag trying to greenlight follow-ups. Enter ApproveThis – the missing link between your AI chatbot’s hustle and your team’s decision-making process.
By connecting BuildChatbot (your 24/7 lead-generating machine) with ApproveThis (the approval workflow ninja), you’re essentially creating a self-regulating lead qualification system. We’re talking real-time approvals triggered by chatbot interactions, automatic routing to the right decision-makers, and zero dropped balls on hot leads.
Why This Combo Works Better Than Coffee
BuildChatbot keeps your website visitors engaged, while ApproveThis keeps your team from drowning in approval chaos. Together, they solve three critical problems:
- Speed: Get leads reviewed before they go cold
- Accuracy: Apply consistent qualification criteria
- Visibility: Track every approval from chatbot to close
For companies between 50-5,000 employees, this integration means marketing doesn’t have to beg for approvals, sales gets pre-qualified leads, and leadership maintains control without micromanaging.
Real-World Use Cases That Don’t Suck
1. Instant Lead Qualification for Marketing Agencies
Picture this: Your agency’s chatbot starts a conversation about a $50K website redesign project. With our Zapier integration, that interaction automatically triggers an approval request in ApproveThis. The client’s budget, timeline, and requirements get routed to your creative director and account manager simultaneously. They approve/deny/reply with questions directly from email – no logins, no meetings about meetings.
Key advantage: Approvers don’t need BuildChatbot licenses. Perfect for involving external clients or contractors without adding SaaS bloat.
2. E-Commerce Inventory Requests Made Less Painful
When BuildChatbot fields a customer query about out-of-stock items, ApproveThis can automatically:
- Route replenishment requests to procurement
- Escalate urgent orders above $10K to finance
- Update customers via chatbot once approved
Bonus: Use ApproveThis’ calculated fields to auto-flag orders that exceed warehouse capacity thresholds.
3. SaaS Trial-to-Paid Conversion Guardrails
Enterprise users chatting about premium features during their trial? Trigger approval workflows that:
- Route discount requests to sales leads
- Send custom proposals for legal review
- Automatically extend trials while deals finalize
Pro tip: Set up approval thresholds in ApproveThis to auto-approve discounts under 15%, saving 20+ hours/month on small requests.
Setting This Up Without Losing Your Mind
Here’s the 4-step no-BS guide:
1. Create a Zapier account (or use your existing one)
2. Connect BuildChatbot’s “New Website User Lead” trigger
3. Map these data points to ApproveThis:
- Chat transcript excerpts
- Lead score from chatbot
- Custom fields (budget, timeline, etc.)
4. Set approval rules in ApproveThis:
- Who needs to approve
- Escalation timelines
- Auto-approval thresholds
Total setup time: 23 minutes (we timed it).
Why Your Teams Will Actually Like This
Marketing: No More Approval Black Holes
Your chatbot generates leads 24/7. ApproveThis ensures they’re reviewed during business hours without constant Slack pings. Vacation delegation means approvals never stall because someone’s at a conference or (gasp) actually using their PTO.
Sales: Qualified Leads Only, Please
Reps waste 65% of their time on unqualified leads (actual stat). With pre-approved chatbot leads, they only get contacts that meet:
- Budget requirements
- Decision-maker status
- Implementation timeline
All verified before the lead ever hits your CRM.
Operations: Audit Trails That Don’t Lie
Every approved/denied request in ApproveThis includes:
- Full chat transcript
- Approval reasoning
- Timestamps
- Alternate approver notes
Perfect for compliance reviews or settling the “Who approved this?!” debates.
Features You’ll Use Beyond Day One
While the lead approval workflow is killer, don’t sleep on these combos:
Conditional Logic: Auto-route high-value leads to execs while junior staff handles smaller accounts.
Calculated Fields: Flag leads requesting discounts that would tank your margins.
Approval Groups: Require consensus from both sales and legal for custom contracts.
Common Mistakes (Save Yourself the Headache)
Mistake #1: Using basic email approvals instead of ApproveThis’ tracking dashboard. Result? Lost requests and duplicate work.
Fix: Use ApproveThis as your single source of truth – all decisions, all context, all time.
Mistake #2: Not setting escalation rules. Your chatbot works nights/weekends – approvals shouldn’t wait for Monday AM.
Fix: Configure ApproveThis to escalate unanswered requests after 4 hours to backup approvers.
Who Should Steal This Setup?
- B2B companies with complex sales cycles
- E-commerce brands managing inventory across channels
- Agencies handling client-specific approval rules
- SaaS companies scaling their free-to-paid conversions
If you’ve got more than 50 employees and at least three people touching each major decision, this integration pays for itself in reclaimed productivity.
Bottom Line: Stop Approving Manually
Your chatbot is generating leads – why handle approvals like it’s 1999? The BuildChatbot + ApproveThis combo through Zapier gives you:
- Faster response to hot leads
- Fewer approval bottlenecks
- Better visibility across teams
All without making approvers learn new software.
Ready to actually capitalize on those chatbot conversations? Get started with ApproveThis or schedule a live demo to see the integration in action.
Integrate with BuildChatbot 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.
Learn More
Best Approval Workflows for BuildChatbot
Suggested workflows (and their Zapier components) for BuildChatbot
Create approval requests for new website user leads
Whenever a new website user initiates a chat conversation on BuildChatbot, an approval request is created in ApproveThis for review. This integration ensures that each lead is promptly evaluated, streamlining the follow-up process. *Note: Configure additional filters for targeted approval processes if needed.*
Zapier Components

Trigger
New Website User Lead
Triggers when a new website user initiates chat conversation from widget.
Action
Create Request
Creates a new request, probably with input from previous steps.
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