ApproveThis manages your Consolto Integration approvals.

When Video Meetings Meet Approval Automation

Let's get real: client-facing teams waste about 12 hours a week chasing down approvals. While Consolto's killing it at making client interactions smoother with video calls and persistent messaging, there's always that awkward "Let me check with the team" moment. That's where ApproveThis comes in - like giving your client ops team a mute button for internal bureaucracy.

Why This Combo Works Like Coffee + Laptops

Consolto handles the face-to-face stuff. ApproveThis handles the behind-the-scenes "can we actually do this?" decisions. Together, they turn client conversations into actionable outcomes without the email tennis. Bonus: Approvers don't need Consolto logins. Your CFO doesn't care about your video chat analytics - they just need to approve the damn budget.

Real-World Scenarios That Don't Suck

Client Services Teams: That custom request a client dropped in your Consolto chat? Automatically route it to legal, finance, and project leads before you promise something that'll give your PM night sweats.

Sales Teams: When a prospect agrees to next steps in a Consolto call, trigger contract approval workflows before they change their mind. No more "I'll send the paperwork tomorrow" delays.

Creative Agencies: Client approves concept in Consolto meeting? Auto-start production budget approvals. Because "We'll get started right away" shouldn't mean waiting 3 days for accounting.

Setting Up Your Client Approval Autobahn

1. Zapier connects Consolto's "Contact Form Submission" trigger to ApproveThis
2. Map critical client request details to approval fields
3. Set conditional rules: Under $5k? Auto-approve. Over? Escalate to department heads
4. Test with real client interactions (not just your mom's email)

Pro Tip:

Use ApproveThis' calculated fields to auto-flag requests that exceed client-specific budgets from past Consolto interactions. Because remembering every client's MSA terms is what interns are for.

Department-Specific Wins

Sales Ops:

Consolto meeting notes show client needs custom SLA? Trigger approval chain with legal and delivery team before sending proposal. Cut deal-closing time by 40%.

Finance Teams:

Client requests payment terms change via Consolto chat? Route to AR lead with full convo history. Approve/deny with one click from email. No login required.

Professional Services:

Scope creep detected in Consolto project check-in? Auto-generate change order approval with time/cost impacts. Clients can't claim "I didn't know" when it's attached to the meeting recording.

Beyond Basic Approvals

ApproveThis isn't just about getting a "yes/no." Use these features to actually improve client relationships:

Approval Thresholds: Automatically greenlight common client requests under $2k while flagging bigger asks. Makes junior staff look empowered without risking the farm.

Vacation Coverage: Client lead OOO? Approval tasks auto-reassign so clients never hear "Susan's in Bali for 2 weeks."

Real-Time Tracking: Know exactly where client requests stall internally. That "We're waiting on legal" excuse? Now you can prove it.

When Not to Use This Integration

If your team enjoys:
- 3am emails about approval status
- Clients asking why simple requests take 5 days
- Spreadsheet trackers that lie about reality
...then maybe stick to carrier pigeons.

Making It Stick in Your Org

Start with high-volume client request types:
1. Contract amendments from sales calls
2. Project scope changes in delivery check-ins
3. Expedited service requests from support chats

Prove ROI on these, then expand. Most teams see 60% faster client request resolution within 30 days.

The Elephant in the Zoom Call

"But we already have [insert legacy system here]!" Cool. ApproveThis isn't replacing your CRM or project tools - it's the glue between client-facing actions (in Consolto) and internal decisions. Think of it as adding guardrails, not red tape.

Getting Started Without the BS

1. Grab an ApproveThis trial
2. Connect to Consolto via Zapier (takes 8 minutes)
3. Automate one approval process that currently makes you cringe
4. Watch client satisfaction scores rise while your inbox dies quietly

Final Thought:

In client services, speed IS quality. Every hour saved on internal approvals is an hour you can spend actually delivering what clients pay for. Or you know, finally taking that LinkedIn Learning course your manager keeps mentioning.

Ready to stop being the approval bottleneck? Get Started Free or schedule a 15-minute demo that might actually end early.