How ApproveThis + GoTo Connect Cuts Approval Chaos for Teams That Move Fast

When Your Phone System and Approval Process Actually Get Along

Let’s be real – most approval workflows feel like trying to parallel park a semi-truck. You’ve got GoTo Connect handling calls, voicemails, and customer interactions, while ApproveThis manages the rubber-stamp circus. But what happens when these two actually talk to each other? You stop chasing down approvers who are stuck in back-to-back calls, and start closing deals before your competitors finish their standup meeting.

Why This Combo Doesn’t Suck

GoTo Connect keeps your teams talking. ApproveThis keeps decisions moving. Together via Zapier, they turn communication events into trackable approval tasks – without requiring your CFO to learn a new software. Bonus: Approvers only need an email address, not a seat in your GoTo Connect account. Perfect for clients, vendors, or that exec who still forwards PDFs to print.

Real Shit Your Teams Can Actually Do

Customer Support Stops Playing Phone Tag

Scenario: A high-value client leaves a voicemail about contract changes. Your support rep’s hands are tied until legal approves. Normally this takes days. With the Voicemail → Approval Request zap:

• GoTo Connect detects new voicemail
• ApproveThis auto-creates request with transcript + caller ID
• Legal team approves/denies via email in 23 mins average

Insurance companies use this to approve policy exceptions during storm seasons. Sales ops teams fast-track discount approvals when big deals call in.

Sales Teams Close Faster Than Coffee Breaks

That inbound lead who just hung up? Their deal dies if sales can’t get pricing approval before lunch. The Ended Call → Approval Request zap:

• Triggers on hung-up calls from specific numbers
• Auto-pulls call duration + recording
• Routes to sales managers with deal-size thresholds

Mid-market SaaS companies shave 8 hours off their approval cycles. Field service teams approve onsite visits before the customer’s next calendar slot.

Operations Doesn’t Become the Bottleneck

When ApproveThis approves/denies a request, GoTo Connect fires off SMS updates. No more “Did you see my Slack?”. The Approval Decision → SMS Notification zap:

HR teams approve overtime requests during night shifts – workers get SMS confirmations without waking managers. Facilities teams dispatch vendors the minute maintenance requests get approved.

Setup That Doesn’t Require a PhD

1. Connect the pipes: In Zapier, link GoTo Connect and ApproveThis (takes 4 minutes, we timed it).
2. Pick your trigger: New voicemail? Ended call? Approval decision?
3. Map the data: Attach call recordings to approval requests, or add decision notes to SMS alerts.
4. Test live: Leave a test voicemail. If your approver gets it, you’re golden.

Why This Beats “Just Use Email”

ApproveThis adds structure to GoTo Connect’s communication firehose:

Approval Thresholds: Auto-approve small expenses from field reps during calls, escalate big asks.
Vacation Delegation: Sales manager OOO? Requests auto-reroute – no broken processes.
Calculated Fields: Auto-calculate contract values during call-based approvals using deal size + duration.

Who Actually Benefits (Besides Your Sanity)

Customer Success Teams

Escalate churn risks from client calls faster. Approve custom retention offers before the customer finishes their venti latte.

IT & Security

Approve access requests triggered by after-hours support calls. Deny risky permissions with audit trails.

Finance Departments

Approve invoice extensions when vendors call about payments. Set auto-approvals for small sums to avoid micromanaging.

The Part Where We Tell You What to Do Next

If your approval processes still rely on sticky notes and crossed fingers:

1. Check GoTo Connect’s specs if you’re into UCaaS.
2. Try ApproveThis free for 14 days – no CC required.
3. Or book a 12-minute demo to see the zap in action.

Warning: After setting this up, you might forget what approval bottlenecks feel like. We recommend celebrating with an actual lunch break.