ApproveThis manages your CircleLoop Integration approvals.

When Your Phone System and Approval Process Finally Start Talking

Let’s be real – most companies treat phone systems and approval workflows like estranged cousins at a family reunion. They exist in the same general space, but nobody’s making introductions. CircleLoop handles your business calls. ApproveThis wrangles your approvals. Connect them through Zapier, and suddenly you’ve got a self-aware operation where communication triggers action and accountability isn’t just a buzzword.

Why This Combo Doesn’t Suck

CircleLoop’s cloud phone system gives teams flexibility to make/receive calls anywhere. ApproveThis forces decisions to actually happen instead of rotting in inboxes. Together through Zapier, they create closed-loop processes where every call, message, or approval request automatically triggers the next right action. No more “I thought you were handling that” moments.

Key Benefits for Teams That Actually Want to Grow

Customer Support Teams: Automatically escalate support call outcomes for manager review without dropping context. Approvers get the recording link, transcript, and customer history in one click.

Sales Ops: Route contract approvals based on deal size thresholds pulled from call notes. Big deals auto-escalate to execs while standard renewals keep moving.

HR Departments: New hire request approved? Their CircleLoop extension gets provisioned automatically before they even start.

Real Use Cases That Don’t Feel Like Corporate Fan Fiction

1. Approval Requests That Actually Understand the Assignment

When a CircleLoop call gets answered (finally), Zapier triggers ApproveThis to create an approval request with call details baked in. Customer service leads at companies like MobileTech Solutions use this to review support calls requiring follow-up orders. Approvers see:

• Call recording link
• Automated transcript summary
• Customer’s last order value (pulled from your CRM via Zapier)

No more guessing whether that “urgent” request was about a $200 part or a $20K service contract.

2. Contacts That Create Themselves (Because You’re Not a Secretary)

New vendor approval in ApproveThis? Zapier adds them as a CircleLoop contact with permissions restricted to their department. Procurement teams at manufacturing firms use this to auto-create supplier call lists with tiered access. The best part? ApproveThis approvers don’t need CircleLoop licenses – perfect for external partners who just need to sign off, not join your weekly sales huddles.

3. Chat Messages That Actually Lead to Decisions

When CircleLoop chat threads hit specific keywords (“budget approval needed”), ApproveThis kicks off a parallel approval process. Marketing agencies use this to fast-track client sign-offs on campaign changes without derailing active conversations. The client’s “Sounds good!” chat message triggers a formal approval workflow, because we all know casual replies aren’t legally binding.

Features That Work Better Together

Approval Thresholds Meet Call Analytics: Auto-approve service credits under $500 if the customer call lasted over 15 minutes. Escalate higher amounts with call context attached.

Vacation Delegation That Doesn’t Require a Map: Out-of-office approvers get replaced automatically, but critical calls still route to their CircleLoop backup based on your org chart.

Calculated Fields That Aren’t Just Math: Combine call duration, customer tier, and request type to auto-sort approvals. High-value clients jump the queue even if their request seems routine.

Setup That Won’t Make You Want to Swear

1. Create a Zapier account (if you’re among the 3 people who don’t have one yet)
2. Connect CircleLoop and ApproveThis as apps in Zapier
3. Pick your trigger (e.g., “Answered Call” in CircleLoop)
4. Choose the resulting action (“Create Request” in ApproveThis)
5. Map call data to approval fields (2 minutes max)
6. Test with a real call – because “theoretical” approvals are why projects die

Pro Tip:

Use ApproveThis’ calculated fields to auto-populate priority levels based on CircleLoop call data. A 45-minute support call about pricing? That’s a “High” priority upsell approval request with the sales manager pre-tagged.

Team Wins That Might Actually Get You Promoted

For Sales Managers:

Auto-create approval requests when big deals hit final negotiation calls. Approvers see the recorded pitch, competitor quotes mentioned, and the rep’s discount authority. Deals close faster because nobody’s waiting for Finance to “find the email.”

For IT Directors:

New software purchase requests from CircleLoop chats auto-trigger approvals with vendor comparison data. Denied requests automatically notify the requester via call – because sometimes people need to hear “no” to believe it.

For Operations Teams:

Shift change approvals get auto-routed based on who’s actually on duty. The manager working the late shift approves via CircleLoop mobile app without needing VPN access to your ancient HR system.

The Part Where We Tell You What to Do Next

If you’re still manually forwarding call notes for approvals, you’re essentially using your team as a human API. Register for ApproveThis, connect CircleLoop via Zapier, and start treating approval processes like the automated workflows they should be. Or schedule a demo if you need to see how calculated fields turn call data into actual decisions.

Either way, stop letting important requests die in voicemail purgatory. Your CFO will thank you when they’re not approving $5 Starbucks runs at midnight.