ApproveThis manages your c2a Integration approvals.

Two Systems, One Goal

Contact centers live at the intersection of speed and compliance. c2a provides the communication infrastructure to manage customer interactions, while ApproveThis delivers the decision-making framework to keep operations moving. When connected through Zapier, these platforms create an operational rhythm where approvals happen at the pace of customer conversations.

Consider this: 42% of customers expect instant responses, yet internal approvals often create bottlenecks. By integrating c2a's call synchronization with ApproveThis' automated workflows, teams resolve this tension. Supervisors can approve escalated calls directly from their inbox while agents maintain conversation flow - no more putting customers on hold to chase down signatures.

Why This Integration Changes the Game

c2a excels at managing high-volume communications but wasn't built for governance. ApproveThis adds structured oversight without slowing operations. Together, they enable:

• Real-time approval of customer concessions during active calls
• Automatic CRM updates when decisions are made
• Audit-ready records linking calls to approvals

A telecom company using this integration reduced service credit approvals from 48 hours to 9 minutes. Their CSAT scores jumped 31% quarter-over-quarter because agents could resolve issues during first contact.

Three Ways to Automate Approval Processes

1. Instant Call Verification

When c2a syncs a recorded customer call, ApproveThis can automatically:

• Route the recording to quality assurance teams
• Flag calls requiring supervisor review
• Update CRM cases with approval status

Example: A financial services firm automates fraud investigation approvals. When agents flag suspicious activity during calls, ApproveThis immediately routes the recording to security leads. Approvers receive all context directly in their email, maintaining compliance without slowing response times.

2. Automated Contact Creation

New approval requests in ApproveThis trigger c2a to:

• Create client records for first-time requesters
• Update existing contact profiles with approval history
• Initiate follow-up tasks based on decision outcomes

A healthcare provider uses this to manage patient consent forms. When patients approve treatment plans via ApproveThis, c2a automatically updates their contact record and schedules nurse follow-ups.

3. Post-Approval Task Automation

Completed approvals trigger c2a to:

• Create callback tasks for approved requests
• Assign denial follow-ups to retention specialists
• Update SLAs based on approval timelines

An insurance company reduced policy cancellation rates by 18% using this workflow. When customers approve renewal offers, c2a immediately schedules agent callbacks before competitors can intervene.

Getting Started in Four Steps

1. Map Your Triggers: Identify which c2a events (call syncs, contact updates) should initiate approvals
2. Configure Routing: Set up ApproveThis workflows with conditional logic for different request types
3. Connect the Apps: Use Zapier to link c2a and ApproveThis - no coding required
4. Test with Real Data: Run sample calls through the system to verify task creation and CRM updates

Pro Tip: Start with a single use case like expense approvals before scaling to complex workflows. Most teams see ROI within 14 days.

Team-Specific Benefits

Customer Service Leaders

Reduce handle time by eliminating approval delays during critical conversations. Real-time visibility into decision status through ApproveThis' dashboard helps optimize staffing during peak hours.

Compliance Officers

Maintain audit trails automatically. Every approved/denied request in ApproveThis links directly to the original c2a call record and subsequent CRM updates.

Sales Managers

Accelerate deal closure by embedding approvals into sales workflows. When reps secure verbal approval during c2a calls, ApproveThis automatically generates contracts and updates pipeline stages.

Why This Becomes Your Secret Weapon

ApproveThis complements c2a's strengths through:

• Email-Based Approvals: External partners can approve requests without c2a logins
• Vacation Delegation: Automatically reroute approvals during outages or PTO
• Threshold Rules: Auto-approve routine requests below $500 while flagging exceptions

A retail chain uses approval thresholds to automate 73% of vendor payment approvals while escalating high-value exceptions. Their AP team now focuses on strategic partnerships rather than paperwork.

Real Results Across Industries

Financial Services

Loan officers using both platforms reduced application approval times from 5 days to 4 hours. c2a captures customer consent during calls while ApproveThis routes applications to underwriters with all required documentation.

Healthcare

Medical billing teams automated prior authorization requests. c2a schedules patient follow-ups the moment ApproveThis receives insurer approvals, reducing claim denials by 22%.

Field Services

Dispatch managers approve emergency repairs via ApproveThis while technicians are still on customer calls via c2a. Average resolution time improved by 41% last quarter.

Start Scaling Your Operations Today

The c2a-ApproveThis integration works because it respects how teams actually operate. Approvers don't need to learn new systems - they can review requests via email while all actions automatically sync back to c2a. Frontline staff maintain their existing workflows while gaining real-time approval capabilities.

Ready to eliminate approval bottlenecks? Register for ApproveThis or schedule a demo to see how it complements your c2a implementation. For technical details on c2a's capabilities, visit their official website.