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CallFast Integration

ApproveThis manages your CallFast Integration approvals.

April 17, 2025

Integration Category: Ai Tools

When AI Calls Meet Approval Automation

Let's cut through the corporate speak: approvals suck. They're the traffic jam between your sales team's hustle and closed deals. Enter ApproveThis and CallFast - two tools that finally make sense together. We're not talking about some half-baked integration that just moves data between screens. This is about fixing the actual broken parts of how mid-sized companies handle lead validation and decision-making.

CallFast's AI-powered calls book meetings fast. Too fast, sometimes. Sales managers get stuck verifying lead quality while opportunities cool off. ApproveThis brings structure without bureaucracy - think of it as guardrails, not red tape. Connect them through Zapier, and you've got something rare: an automation that actually removes headaches instead of creating new ones.

How This Combo Actually Works

ApproveThis isn't just another checkbox system. Its secret sauce? Approval logic that adapts to your rules. Set thresholds where small-ticket leads auto-approve, while big deals get CFO eyes. Use calculated fields to prioritize hot leads based on CallFast's call data. Meanwhile, CallFast isn't just blasting out robocalls - its AI analyzes conversation patterns to score lead quality before anyone even reviews it.

The Nuts & Bolts

When CallFast's AI books a meeting:

  • Zapier fires the lead details to ApproveThis
  • ApproveThis routes it based on deal size/type/territory
  • Approvers get email links (no login required)
  • Approved leads auto-sync back to your CRM

No more "Who's handling this?" Slack threads. No more spreadsheet approval logs. Just decisions happening at the speed your sales team actually operates.

Real-World Scenarios That Don't Suck

Use Case 1: Filtering Tire-Kickers from Big Fish

Commercial real estate firms using CallFast get 50+ meeting requests weekly. Junior brokers waste hours vetting unserious buyers. Connect CallFast to ApproveThis, and:

  • AI screens for budget keywords during calls
  • Deals under $2M auto-approve to junior brokers
  • Larger deals require partner sign-off

Brokerage firm Blackstone Properties (not the PE giant) cut approval delays by 78% using this setup. Their secret? Using ApproveThis' calculated fields to factor in lead location and property type automatically.

Use Case 2: Compliance Without the Paperwork Nightmare

Healthcare marketing agencies love CallFast for booking patient consultations. But HIPAA compliance means every lead needs legal review. Old process: Print call transcripts → email compliance team → wait 3 days. New way:

  • CallFast transcripts auto-attach to ApproveThis requests
  • Compliance gets batched approvals every morning
  • Urgent requests trigger SMS alerts

Bonus: ApproveThis' audit trails automatically satisfy compliance reporting requirements. No more frantic document hunts before audits.

Setting This Up Without Losing Your Mind

If you can order DoorDash, you can connect these tools. Here's the cheat code:

  1. In Zapier, choose CallFast's "New Lead" trigger
  2. Map these fields to ApproveThis:
    • Lead phone number → Approval requester
    • Call transcript → Approval notes
    • AI lead score → Custom approval threshold
  3. Set up ApproveThis' approval rules based on your deal parameters

Pro tip: Use ApproveThis' vacation delegation feature so approvers' PTO doesn't bottleneck deals. Sales waits for no one.

Why This Isn't Just for Sales Teams

Marketing Ops Wins

Ever had a campaign go sideways because leads weren't properly qualified? Sync CallFast's lead data with ApproveThis to gate which leads get passed to sales vs. nurturing sequences. Marketing directors get real-time approval metrics to adjust campaigns faster.

Finance Team Peace of Mind

When CallFast books enterprise demos, ApproveThis can require:

  • Budget verification from Finance
  • Legal sign-off on NDAs
  • Technical vetting by engineering
...all before the sales team even knows the lead exists. Prevents those awkward "We promised what?!" moments.

The Hidden Perks You'll Actually Use

Beyond the obvious time saves, this combo delivers:

  • External Approvals That Don't Embarrass You
    Clients can approve contract renewals via email without CallFast logins. Looks pro, avoids "How do I reset my password?" support tickets.
  • Audit Trails That Make Auditors Smile
    Every approval ties back to CallFast's call recordings. Dispute a decision? Pull up the exact conversation in two clicks.
  • Scale Without the Headcount
    Auto-approve 80% of routine requests while focusing human eyes on exceptions. Grow deal volume without proportional approval delays.

When Not to Use This Integration

We're honest here. This setup sucks if:

  • Your approval process changes daily
  • You need real-time co-editing of documents
  • Your team still faxes contracts (yes, those companies exist)

But for companies scaling past 100 employees, this is the duct tape that keeps processes from unraveling.

Ready to Stop Chasing Approvals?

ApproveThis isn't another tool - it's how mature companies operationalize decision-making. Paired with CallFast's AI outreach, you're essentially giving your sales team a turbo button while keeping compliance happy.

Implementation takes about 17 minutes if you copy our pre-built Zapier template. Or just book a 12-minute demo and we'll show you how other 200-employee companies cut approval delays from days to hours.

Pro tip: Start with your highest friction approval process (you know the one). Get that working, then expand. Within a quarter, you'll wonder how you ever handled this stuff manually.

🥳

Integrate with CallFast Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for CallFast

Suggested workflows (and their Zapier components) for CallFast

Create approval requests for new CallFast leads

When a new lead is logged with CallFast, this automation creates an approval request in ApproveThis for verification before further processing. *Note: Verify your approval workflow settings in ApproveThis.*

Zapier Components

CallFast Logo

Trigger

New Lead

Triggers when a call has been completed with a lead.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create leads for new approval requests

When an approval request is initiated in ApproveThis, this automation creates a new lead in CallFast, streamlining the conversion process. *Note: Ensure matching details between both platforms for consistency.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

CallFast Logo

Action

Create Lead

Create a new lead in your Call Fast account.