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Convertlabs Integration

ApproveThis manages your Convertlabs Integration approvals.

April 17, 2025

Integration Category: Scheduling

When Scheduling Software Meets Approval Muscle

Let's cut through the BS: You're using Convertlabs to manage bookings for your maid service or local business because it works. But somewhere between the "Book Now" button and actually cleaning someone's house, there's a black hole of approval bottlenecks. Maybe it's Karen in accounting holding up payments until she verifies the premium carpet cleaning upsell. Or your operations manager needing to confirm which team has capacity for last-minute bookings.

This is where ApproveThis comes in like a workflow bouncer. We don't replace Convertlabs - we give it structure. Think of it as adding guardrails to your booking process so deals move fast without crashing into approval limbo.

What Happens When You Zap These Two Together

Through Zapier, ApproveThis becomes the decision-making layer for Convertlabs. Translation: Every booking, lead, or service request can automatically trigger approval chains tailored to your business rules. The kicker? Approvers don't need Convertlabs logins. They just click "Approve" in their email or dashboard. For businesses juggling contractors, clients, and internal teams, this is a game-changer.

Real-World Scenarios That Actually Matter

1. Premium Service Upsells That Don't Get Stuck in Accounting

Picture this: A customer books your $200 basic house cleaning through Convertlabs, then adds $75 for window washing. Without automation, that upsell might wait days for manager approval. With our integration:

  • Convertlabs triggers an ApproveThis workflow the second the booking changes
  • Rules auto-route approvals based on amount (e.g., anything under $100 gets auto-approved)
  • Managers only get pinged for exceptions via email - no app login needed

Who this helps: Maid services with tiered pricing, restoration companies handling insurance upsells, any business where add-ons make or break profit margins.

2. Contractor Assignments That Don't Require 17 Slack Pings

Your Convertlabs booking shows a 3-bedroom house needs cleaning tomorrow. Normally, your operations lead would manually check who's available. With ApproveThis layered in:

  • New bookings trigger approval requests to assigned team leads
  • Approvers see real-time capacity metrics via Calculated Fields
  • Auto-reassignments kick in if primary approvers are OOO (thanks to Vacation Delegation)

Cold hard benefit: One landscaping company using this combo reduced scheduling errors by 40% during peak season.

3. Client Onboarding That Doesn't Feel Like Interrogation

When Convertlabs captures a new lead for commercial office cleaning, ApproveThis can:

- Require facility manager sign-off on special equipment requests

- Automatically escalate pricing approvals based on deal size thresholds

- Create audit trails for compliance-heavy industries (looking at you, medical office cleaners)

Pro tip: Use Approval Groups to require consensus from both sales and operations before committing to complex jobs.

Setup That Won't Make You Want to Throw Your Laptop

If you can order DoorDash, you can connect these systems:

  1. Open Zapier and choose Convertlabs as your trigger app
  2. Pick an event (new booking, lead, etc.) - we recommend starting with "New Booking"
  3. Connect ApproveThis as your action app
  4. Map critical Convertlabs data to approval request fields (service type, pricing, notes)
  5. Set approval rules (thresholds, required approvers, escalation paths)

Total time? About 12 minutes if you actually focus. Less if you're motivated by the thought of finally taking that overdue PTO.

Why Your Teams Will Actually Use This

Operations Managers:

Get real-time dashboards showing pending bookings needing assignment approvals. Set rules so routine jobs auto-approve while complex ones flag for review.

Sales Teams:

Embed approval chains directly into Convertlabs leads. Require manager sign-off on discounted packages before promising clients the moon.

Finance:

Auto-flag bookings that exceed budget thresholds. Require dual approvals for high-value contracts without delaying standard jobs.

The Unsexy (But Critical) Stuff We Handle

While you're busy actually running your business, ApproveThis + Convertlabs works on:

Compliance trails: Every approval decision is logged with timestamps and comments for when auditors come knocking.

Client-facing flexibility: Customers get updates without seeing backend chaos. Approvers can reject requests with revision notes that auto-populate in Convertlabs.

Scale without chaos: That 50% holiday booking surge? Approval thresholds automatically adjust based on your pre-set rules.

When To Call In The Big Guns

This integration isn't magic fairy dust. It works best when:

- You have clear approval rules (even simple ones)

- Multiple people/teams touch each booking

- Mistakes cost real money (wrong supplies ordered, double-booked crews)

If you're a solo operation booking dog walks, maybe overkill. For everyone else? Time to adult your workflows.

Your Move

Look, we both know those post-it notes and Slack approval threads aren't cutting it. The ApproveThis + Convertlabs combo via Zapier gives you:

- Fewer missed upsell approvals

- Faster booking-to-confirmation times

- Less finger-pointing when schedules get messy

Ready to stop being a human router for approval requests? Snag a demo or start a free trial. Worst case? You'll finally have proof that the bottleneck was Gary from accounting all along.

🥳

Integrate with Convertlabs 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 Convertlabs

Suggested workflows (and their Zapier components) for Convertlabs

Create approval requests for new bookings

When a new booking is created in Convertlabs, an approval request is automatically generated in ApproveThis, ensuring that the decision-making process gets the oversight it needs. *Note: Verify booking details are mapped correctly in ApproveThis.*

Zapier Components

Convertlabs Logo

Trigger

New Booking

Triggers when a new booking takes place

Action

Create Request

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

Create leads for new approval requests

When an approval request is initiated in ApproveThis, a new lead is created in Convertlabs to capture potential customer data immediately. *Note: Ensure proper field mapping between ApproveThis and Convertlabs.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Convertlabs Logo

Action

Create Lead

Insert a lead on any of your marketing lists

Create approval requests for new leads

Whenever a new lead is captured in Convertlabs, an approval process is initiated via ApproveThis to ensure quality and proper follow-up. *Note: Customize approval criteria as needed.*

Zapier Components

Convertlabs Logo

Trigger

New Lead

Triggers when a new lead is captured.

Action

Create Request

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

Create leads when requests are finalized

When an approval workflow is finalized in ApproveThis, a lead is created in Convertlabs to capture finalized customer data for follow-up actions. *Note: Confirm final approval outcomes are reflected accurately.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Convertlabs Logo

Action

Create Lead

Insert a lead on any of your marketing lists