How ApproveThis + Crisp Turns Customer Conversations Into Action (Without the Headaches)

Let’s cut to the chase: approvals suck. They’re the traffic jam in your workflow highway, the "please hold" music of business operations. But what if your team could handle approvals as smoothly as Crisp handles customer conversations? That’s where ApproveThis comes in – and when you connect it to Crisp through Zapier, you’re not just streamlining processes, you’re building a bulletproof system for keeping customers happy and internal teams sane.

Why This Combo Works Like Coffee Meets Monday Morning

Crisp’s strength is its ability to centralize customer communications across 5+ channels. ApproveThis’s superpower is making decisions happen faster than you can say “escalate to legal.” Together, they create closed-loop systems where customer needs trigger immediate action – not endless email chains.

Here’s the kicker: ApproveThis approvers don’t need Crisp licenses. That means your external partners or execs can greenlight critical actions without getting bogged down in yet another software interface. They approve via email, you keep moving via Crisp – everyone wins.

Real Business Outcomes (Not Just Features)

An e-commerce company uses this integration to approve VIP customer refunds within Crisp conversations. A SaaS startup routes feature requests from Crisp chats to product teams in 2 clicks. Here’s how different teams benefit:

Customer Support Teams

Ever had a support agent promise a discount they’re not authorized to give? With ApproveThis thresholds, any discount over 15% auto-routes to a manager while the customer is still in the chat. Approved? Crisp automatically sends the coupon code. Denied? The manager’s feedback flows back into the conversation history.

Sales Operations

New lead comes through Crisp? Create an approval request for custom demo environments or special pricing before the prospect loses interest. Sales reps get notified in Crisp when legal approves the NDA, keeping deals moving without switching apps.

Product Teams

Customer feedback in Crisp about a bug? Route it through ApproveThis to triage with engineering. The kicker: Calculated fields automatically prioritize requests based on severity scores from chat sentiment. No more “urgent” tickets for typos.

4 Ways to Automate the Boring Stuff

1. New Crisp Contact = Instant Approval Chain

When enterprise clients sign up through Crisp, trigger compliance checks before onboarding. A manufacturing company uses this to verify certifications in new vendor accounts. Approvers get all Crisp chat history attached to the request – no digging through threads.

2. Approval Requests Launch Crisp Conversations

Legal team needs to review a contract? Instead of emailing PDFs, ApproveThis creates a dedicated Crisp conversation with all stakeholders. Comments stay organized, and the final contract version auto-attaches when approved.

3. Escalate Sensitive Chat Responses

If a support agent’s proposed response contains words like “lawsuit” or “refund,” ApproveThis requires manager approval before sending. One fintech company reduced compliance incidents by 83% using this guardrail.

4. Approval Decisions Trigger Crisp Updates

When a request gets approved, automatically SMS the customer via Crisp with next steps. Better yet: Use calculated fields to include approval timelines (“Your request was approved 47% faster than average”).

Setting This Up Without Losing Your Mind

1. In Zapier, create a new Zap with Crisp as the trigger (like “New Contact” or “Message Received”).
2. Set ApproveThis as the action (“Create Request”).
3. Map Crisp data to approval fields – think chat transcripts to approval notes.
4. Add conditional logic: Only route requests over $X or containing specific keywords.
5. Test with a $0 threshold approval to see the magic happen.

Pro tip: Use ApproveThis’s vacation delegation so approvals never get stuck when Karen from accounting is on safari. Crisp integrations keep working while she’s offline.

Why This Isn’t Just Another Integration

Most approval tools treat decisions as endpoints. With Crisp, every approval becomes part of the customer’s journey. The retail company that auto-approves VIP shipping upgrades? Their CSAT scores jumped 22% because customers saw the upgrade confirmation during the Crisp chat.

ApproveThis brings something rare to Crisp users: structure. By adding approval thresholds and calculated fields to customer conversations, you prevent “rogue” exceptions from breaking processes. Meanwhile, Crisp gives ApproveThis context – approvers see real chat histories, not just dry form submissions.

Who Should Steal This Setup?

- Agencies approving client content through Crisp’s shared inboxes
- Healthcare providers routing patient requests to specialists
- Logistics companies authorizing delivery exceptions in real-time
- Any team where “Let me check with…” is killing customer momentum

If your Crisp chats look like a choose-your-own-adventure novel with endless decision branches, it’s time to automate the plot twists.

No More “I’ll Get Back to You”

ApproveThis + Crisp via Zapier turns customer conversations into action paths with guardrails, not gatekeepers. It’s approval management that feels less like bureaucracy and more like…well, actually getting work done.

Ready to stop being the bottleneck? Get ApproveThis and connect your Crisp account in 15 minutes. Or schedule a demo to see how calculated fields and approval thresholds can transform your Crisp workflows from “waiting on…” to “done.”

PS: If you’re still manually forwarding Crisp chats for approvals, we’re not judging. But your customers might be.