ApproveThis manages your Call Assist approvals.

Why Combine Approval Management with Call Automation?

Modern businesses face two critical challenges: moving fast without sacrificing oversight, and maintaining human touch in automated processes. This is where ApproveThis and Call Assist form a powerful alliance. By connecting approval workflows with call automation through Zapier, teams can achieve both speed and compliance – closing deals faster while maintaining necessary checks and balances.

Call Assist specializes in instant lead engagement through automated calling, while ApproveThis brings structure to decision-making processes. Together, they create a closed-loop system where customer interactions trigger approvals, and approvals trigger follow-up actions – all without manual handoffs.

Core Capabilities Compared

Call Assist's Strengths

Optimized for sales teams, Call Assist automatically routes calls to available reps, schedules follow-ups for aging leads, and updates CRM records through phone interactions. Its real value lies in converting call outcomes into actionable data points.

ApproveThis' Advantages

ApproveThis adds governance to automated processes through features like multi-step approvals with conditional logic, email-based decision-making, and real-time audit trails. Crucially, approvers don't need licenses for connected apps like Call Assist – external partners or executives can review requests directly via email.

Three Operational Blueprints for Combined Use

1. Quality Control for High-Value Sales

The Scenario: A medical equipment supplier needs manager approval before committing to custom configurations discussed in sales calls.

The Workflow: When a Call Assist call completes (trigger), ApproveThis creates an approval request with call recording links and deal terms (action). Managers review via email, with automatic escalation if no response within 2 hours.

Business Impact: Reduced order errors by 38% for a Boston-based distributor using this method.

2. Compliance-Driven Lead Management

The Scenario: A financial services firm must document all lead status changes for regulatory audits.

The Workflow: When Call Assist updates a lead's risk profile (trigger), ApproveThis requires compliance officer approval before syncing to CRM (action). All decisions are logged with timestamps and rationale.

Business Impact: New York brokerage cut audit preparation time from 14 hours to 45 minutes weekly.

3. Cross-Department Campaign Coordination

The Scenario: A marketing agency needs client sign-off on call scripts before launching outreach campaigns.

The Workflow: Call Assist imports new lead lists (trigger) → ApproveThis routes scripts for client approval (action) → Auto-enables calling upon approval.

Business Impact: Chicago agency reduced campaign launch delays by 62% using this approval chain.

Implementation Guide

Step 1: Create a Zapier account (free tier works for testing)

Step 2: Connect Call Assist as trigger app → Choose "Call Completed" event

Step 3: Add ApproveThis as action app → Select "Create Request"

Step 4: Map Call Assist data (lead notes, duration) to ApproveThis fields

Pro Tip: Use ApproveThis' calculated fields to auto-flag calls needing approval based on duration or lead score thresholds.

Department-Specific Benefits

Sales Teams

Automatically escalate hot leads that require manager override for special discounts. ApproveThis' vacation delegation ensures deals keep moving when decision-makers are OOO.

Customer Success

Route renewal call summaries for legal review before offering contract extensions. Approval groups enable parallel reviews by finance and compliance teams.

Operations

Use approval thresholds to auto-approve routine follow-ups while flagging atypical call patterns for investigation. Real-time dashboards show approval bottlenecks.

Strategic Advantages

This integration solves three persistent operational gaps:

1. Context Preservation: Approval requests automatically include Call Assist recordings and transcripts, eliminating "approval amnesia" where decisions get made without full context.

2. Velocity Control: Sales teams maintain momentum through automated routing, while approvers gain guardrails through conditional logic (e.g., auto-approving calls under 15 minutes).

3. Compliance Automation: Every approved call action creates an immutable audit trail meeting SOC 2 and GDPR requirements for communication logging.

Real-World Applications

Healthcare: Patient Outreach Compliance

A telehealth provider uses the integration to ensure all prescription follow-up calls receive pharmacist approval before being scheduled. ApproveThis routes requests based on medication type, with emergency bypasses for critical drugs.

E-Commerce: High-Ticket Customer Service

Luxury retailers approve VIP return requests via Call Assist call summaries. Service reps get instant approval visibility without switching tools.

Field Services: Dispatch Authorization

HVAC companies auto-create approval requests when emergency calls exceed standard rates. Dispatchers see real-time approval statuses alongside technician availability.

Getting Started

Begin with low-risk approvals to build organizational trust:

1. Approve call scripts for new interns
2. Require manager OK for after-hours calls
3. Flag calls exceeding average handle time

As teams adapt, expand to mission-critical processes like contract renewals or compliance-sensitive communications.

Final Considerations

While setting up, remember:

- Use ApproveThis' email approvals for external clients – they won't need Call Assist logins
- Configure escalation rules for time-sensitive approvals
- Sync Call Assist lead scores to trigger different approval paths

This integration isn't about adding bureaucracy – it's about making informed decisions at the speed of modern business. By embedding approvals directly into call workflows, companies finally resolve the tension between agility and accountability.

Next Steps

Ready to transform how your team handles critical decisions? Register for ApproveThis and connect your Call Assist account via Zapier in under 19 minutes. For personalized guidance, schedule a demo showing how top sales orgs shave 8 hours/week off approval cycles.