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Chatsimple Integration

ApproveThis manages your Chatsimple Integration approvals.

April 17, 2025

Integration Category: Sales Crm

When "Just Approve It" Isn't Good Enough

Let's get real—nobody wakes up excited to chase down approvals. But when your sales team's hot lead gets stuck in accounting limbo for three days, or a customer query dies in someone's vacation inbox, that's revenue leaking. This is where ApproveThis and Chatsimple turn into your tag-team against bureaucratic sludge.

Why This Combo Doesn't Just "Integrate"—It Obliterates Silos

Chatsimple’s AI chatbots are great at grabbing leads 24/7. But what happens after the lead says "yes"? If your process involves Slack pings, forwarded emails, and CC'ing the CFO's assistant, you're losing deals to friction. ApproveThis doesn't just move paperwork faster—it hardwires your approval rules into the lead's journey.

The Nuts You Actually Care About

Connect via Zapier in 15 minutes. Now:

  • High-value leads auto-trigger approval chains (no manual triage)
  • Approvers veto or greenlight via email—no new logins
  • Denied requests auto-archive in Chatsimple with reasons logged

Use Cases That Don't Sound Like a Software Demo

Template 1: "New Lead → Approval Request"
Your chatbot gets a lead from a Fortune 500 company. Instead of your AE guessing who needs to sign off on custom pricing, ApproveThis:

  • Checks deal size against thresholds (auto-approve under $10K)
  • Pings legal if contract edits are requested
  • Slacks the sales director if it's been 4+ hours

Template 2: "Approved Request → New Lead"
Your ops team approves a client's custom onboarding request. Chatsimple instantly creates a lead tagged "High Priority" and assigns a sales engineer. No copying/pasting—just money moving faster.

Who Actually Benefits (Besides Your Sanity)

Sales Teams: Stop babysitting deals through approvals. If a lead's qualified, ApproveThis handles the internal politics while you prep the demo.

Ops Managers: Enforce approval rules without being the bad guy. Vacation delegation means Karen in accounting doesn't hold up Q4's biggest deal.

Finance: Auto-approve routine spends, but get alerted when a deal's margin dips below 15%. No more surprise discounts.

Setting This Up Without a PhD in Zapier

1. Chatsimple chatbot captures lead → 2. Zapier sends lead details to ApproveThis → 3. Approval rules kick in (assign approvers based on deal size, location, etc.) → 4. Approved? Chatsimple updates the lead status. Denied? It logs why and notifies sales.

Pro tip: Use ApproveThis' calculated fields to auto-flag leads needing exec sign-off. Example: "If deal size > $50K OR requires custom SLA, route to VP Sales."

Why This Isn't Just Another "Integration"

Most CRMs show approval statuses. ApproveThis + Chatsimple enforces them. Example: A lead requests a feature your team hasn't approved yet. Instead of a sales rep overpromising:

1. Chatbot auto-triggers a feature request approval
2. Product team votes via email (no Chatsimple license needed)
3. If approved, sales gets the greenlight with approved talking points

The Quietly Ruthless Efficiency Stuff

Approval Thresholds: Let junior staff handle small deals. Escalate big fish automatically.
Conditional Logic: Route EU leads to legal for GDPR checks, others straight to sales.
Real-Time Tracking: See which deals are stuck and why—no more "I thought YOU approved it?"

No More "Who's Approving What?"

ApproveThis shows every lead's approval status in plain English: "Awaiting CFO sign-off (est. 12hrs)." Chatsimple tags the lead accordingly, so your team knows when to push vs. pause.

For Companies That Hate Wasting Time

This isn't about flashy AI—it's about eliminating the 17 internal emails it takes to approve a demo request. Connect Chatsimple + ApproveThis via Zapier, and your teams can actually focus on their jobs instead of approval paperwork.

Bottom Line: Approvals Shouldn't Be a Sales Killer

If your CRM is where leads go to die in approval purgatory, you're doing it wrong. ApproveThis + Chatsimple keeps deals moving while keeping your CFO happy. It’s process enforcement without the micromanagement.

Get a live demo to see how fast approvals can happen. Or start a free trial and connect your first workflow in under an hour. Your future self (and your sales team) will thank you.

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Integrate with Chatsimple 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 Chatsimple

Suggested workflows (and their Zapier components) for Chatsimple

Create approval requests in ApproveThis for new Chatsimple leads

Efficiently manage your approval workflows by creating requests in ApproveThis for every new lead generated in Chatsimple. This automation ensures that all lead actions are tracked and approved systematically, saving time and enforcing process compliance.

Zapier Components

Chatsimple Logo

Trigger

New Lead

Triggers when a new lead is created.

Action

Create Request

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

Generate new leads in Chatsimple for every new request in ApproveThis

Automatically create new leads in Chatsimple each time a new approval request initiates in ApproveThis. This integration lets you seamlessly convert approved requests into actionable sales opportunities, ensuring no potential client falls through the cracks.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Chatsimple Logo

Action

New Lead

Triggers when a new lead is created.