ApproveThis manages your AVANSER Integration approvals.

Two Platforms, One Goal: Smarter Business Operations

When call tracking meets approval automation, businesses gain unprecedented control over customer interactions and internal processes. AVANSER’s granular call analytics provide the what and when of customer communications, while ApproveThis adds the who and how through structured decision-making. Together through Zapier, they create closed-loop systems where critical actions never stall and compliance becomes automatic.

Consider a sales team handling high-value contracts: AVANSER records every client call detail, while ApproveThis ensures contract amendments get reviewed by legal within hours. Or a healthcare provider using AVANSER to track patient appointment calls while ApproveThis automatically routes prescription renewal approvals to the right physicians. This integration isn’t about replacing human judgment – it’s about eliminating delays that cost revenue and customer trust.

Four Ways to Connect Call Intelligence with Approval Workflows

1. Instant Call Follow-Ups for Time-Sensitive Approvals

When a new budget request lands in ApproveThis, your sales team shouldn’t be scrambling to coordinate follow-ups. This Zapier integration triggers AVANSER to request a callback immediately after approval initiation. A manufacturing company could use this to contact suppliers within 15 minutes of a procurement request submission, turning days-long negotiations into same-day resolutions.

2. Escalating Critical Calls for Manager Review

AVANSER detects a customer service call where a client threatens to cancel a $50K contract. Through Zapier, ApproveThis automatically creates an escalation ticket requiring regional manager approval before processing the cancellation. For enterprise SaaS companies, this prevents revenue leakage from preventable churn.

3. Real-Time SMS Updates on Approval Outcomes

Once a marketing campaign budget gets approved in ApproveThis, AVANSER sends SMS confirmations to the creative team, media buyers, and client stakeholders. Advertising agencies using this workflow reduce project kickoff delays from 3 days to 3 hours, with full audit trails of who approved what – and when.

4. Compliance Guardrails for Outbound Communications

Financial institutions can automatically generate ApproveThis requests for every outbound SMS sent via AVANSER containing sensitive rate information. Loan officers get pre-send approvals from compliance teams, reducing regulatory risk without slowing down customer responses.

Implementation Made Simple

Setting up these workflows requires no coding expertise. Through Zapier’s interface, you can:

1. Connect your AVANSER and ApproveThis accounts in under 2 minutes
2. Choose from pre-built templates or create custom logic matching your approval chains
3. Test with sample data before going live

Key configuration points include setting AVANSER call routing rules to match ApproveThis’ escalation thresholds and mapping custom fields between systems. Most teams report full implementation within 3 business days.

Remember: ApproveThis approvers don’t need AVANSER licenses. This makes the integration ideal for scenarios requiring external partner approvals – like having a client’s procurement team sign off on campaign scripts tracked in AVANSER.

Team-Specific Benefits

Sales Organizations

Reduce deal cycle times by attaching AVANSER call recordings directly to ApproveThis discount approval requests. Sales managers hear actual client conversations while reviewing exceptions, making faster decisions with full context.

Customer Support Centers

Automatically create ApproveThis tickets for service credits discussed in AVANSER-tracked calls. Supervisors approve refunds directly from email with one click, cutting resolution times from 48 hours to 45 minutes.

Marketing Operations

Sync AVANSER’s call conversion data with ApproveThis’ budget workflows. Automatically approve additional spend for high-performing campaigns while flagging underperforming ones for manual review.

Beyond Basic Automation: Advanced Features in Play

While the Zapier integration handles core triggers and actions, combining ApproveThis’ deeper capabilities with AVANSER’s analytics unlocks additional value:

• Approval Thresholds: Auto-approve call-back requests for leads under $10K value in AVANSER, while routing enterprise leads through CMO review
• Vacation Delegation: Ensure call escalation approvals always reach available managers, even during holiday periods
• Calculated Fields: Combine AVANSER’s call duration data with ApproveThis’ ROI models to prioritize high-impact approvals

Getting Started

Ready to eliminate approval bottlenecks in your call-driven processes? Start with these steps:

1. Audit your AVANSER call data to identify 2-3 high-impact approval scenarios
2. Build corresponding workflows in ApproveThis using their free trial
3. Connect the systems through Zapier’s visual interface

Most users see ROI within 14 days through reduced operational delays alone. The real prize comes from combining AVANSER’s customer insights with ApproveThis’ governance – turning call data into actionable decisions faster than competitors can schedule their next status meeting.

Final Thought: Control vs. Speed Is a False Choice

Legacy approval processes force teams to choose between moving fast and maintaining oversight. With AVANSER and ApproveThis integrated through Zapier, you get both. Every critical call triggers the right approval path automatically, while decision-makers get the context needed to act confidently. Whether you’re managing multi-channel marketing campaigns or high-stakes client negotiations, this integration ensures nothing falls through the cracks – and nothing gets stuck in inbox purgatory.

See what automated approval intelligence can do for your call-driven workflows. Register for ApproveThis or request a AVANSER demo to start building your connected system today.