ApproveThis manages your Boon Bot Integration approvals.

Why Combine Approval Automation with AI Chatbots?

Boon Bot and ApproveThis solve two critical but disconnected challenges: capturing leads and making decisions about them. Boon Bot’s AI chatbots engage visitors 24/7, qualify leads, and collect data. But what happens after a lead is captured? That’s where ApproveThis steps in. By connecting these platforms via Zapier, businesses turn lead generation into a closed-loop system. Sales teams get instant alerts to review high-priority leads, marketing teams maintain quality control, and operations teams eliminate manual handoffs. The result? Faster response times, fewer missed opportunities, and decisions backed by structured workflows.

What Each Platform Does Best

Boon Bot: The Always-On Lead Machine

Boon Bot specializes in lead capture and initial engagement. Its chatbots ask qualifying questions, schedule follow-ups, and integrate with CRMs. However, it doesn’t handle approvals. For example, if a lead requests a custom quote or enterprise-level service, human validation is often required before proceeding. Without a system to manage these decisions, teams risk delays or inconsistent follow-through.

ApproveThis: Decision Automation, No Extra Licenses Required

ApproveThis adds structure to post-lead decisions. Its workflows ensure the right person reviews requests—whether it’s a sales manager approving a discount or legal vetting a contract. A key advantage? Approvers don’t need licenses for external tools like CRMs or Boon Bot. Clients, vendors, or executives can review requests via email without logging into another platform. This makes it ideal for cross-team collaboration or involving external stakeholders.

Real-World Use Cases: Where the Integration Shines

High-Value Lead Escalation

Marketing agencies using Boon Bot often capture leads through chatbot-driven landing pages. When a lead specifies a budget over $50K, ApproveThis can automatically route it to a senior account director. The director receives an email with key details: lead score, budget, and chatbot conversation history. One click approves sending a proposal, while a denial triggers a templated follow-up. This eliminates back-and-forth emails and ensures rapid response to high-potential clients.

Contract or Discount Approvals

E-commerce companies using Boon Bot for wholesale inquiries can automate bulk order approvals. If a lead requests 500+ units, ApproveThis routes the request to the inventory and finance teams. Calculated fields in ApproveThis automatically check stock levels and profit margins, escalating requests that fall outside predefined thresholds. This prevents overselling and protects margins without manual oversight.

Compliance-Driven Industries

Financial advisors using Boon Bot to book consultations can trigger compliance reviews. When a lead selects “Retirement Planning” as their interest, ApproveThis requires a licensed advisor to approve the meeting. The workflow includes mandatory documentation checks and logs all decisions for audits. Vacation delegation ensures requests are never stalled—if the primary advisor is unavailable, backups receive automatic reminders.

Key Features That Make This Integration Work

ApproveThis’ calculated fields let you auto-approve leads that meet specific criteria (e.g., lead score > 80). For borderline cases, approval groups enable collaborative decisions—sales and legal teams can review together. Email-based approvals mean external partners (like vendors approving joint proposals) can participate without training. Meanwhile, Boon Bot’s chat transcripts and lead metadata provide context directly within each ApproveThis request, reducing back-and-forth.

Setting Up the Integration: A 3-Step Process

Step 1: In Zapier, create a new Zap with Boon Bot’s “New Lead” trigger. Connect your Boon Bot account and select the chatbot or form you want to monitor.
Step 2: Add an action step using ApproveThis’ “Create Request.” Map Boon Bot’s lead fields (email, budget, notes) to your ApproveThis template. Set conditions—for example, only escalate leads tagged as “Enterprise.”
Step 3: Test the Zap. Submit a demo lead in Boon Bot to confirm the approval request populates correctly. Activate the Zap, and you’re live.

Team-Specific Benefits

Sales Teams: Close Deals Faster

Sales reps no longer waste time chasing internal approvals. When a hot lead comes in, managers get instant notifications. ApproveThis’ real-time dashboard shows pending requests, so reps know exactly when to follow up. Automatic reminders prevent bottlenecks—if an approver doesn’t respond within 24 hours, the request escalates.

Marketing Teams: Protect Your Pipeline

Marketing gains visibility into which leads convert post-approval. By analyzing ApproveThis data, teams refine Boon Bot’s qualification questions. For example, if leads requesting demos are often denied due to budget mismatches, the chatbot can ask budget ranges earlier.

Operations: Audit-Ready Processes

Every approval is logged with timestamps, comments, and approver details. This simplifies compliance reporting and reduces risk. Plus, vacation delegation settings ensure continuity—no more “Waiting on Jane” statuses.

Why This Combo Beats Manual Processes

Without automation, lead approvals rely on Slack pings, spreadsheets, or hope. ApproveThis and Boon Bot replace that chaos with accountability. For instance, a manufacturing company reduced quote approval times from 3 days to 4 hours by routing Boon Bot leads through ApproveThis. Another user automated client onboarding—contract reviews initiated via Boon Bot now route to legal, then CRM entry upon approval.

Getting Started

Ready to eliminate decision lag? Start by signing up for ApproveThis, then connect it to Boon Bot via Zapier. If you want a tailored demo, book a walkthrough to see how approval thresholds, groups, and email-based reviews can transform your lead management.