ApproveThis manages your CallOnTheGo Integration approvals.

When Speed Meets Governance

Sales teams live in a world of split-second decisions and rapid follow-ups. CallOnTheGo turbocharges outbound efforts with automated dialing and call analytics, while ApproveThis brings structure to critical approval processes. Together through Zapier, these platforms create a closed-loop system where sales activities trigger governance workflows - and vice versa - without manual handoffs.

Why This Integration Matters

Consider a medical device rep needing manager approval before offering promotional pricing during a call. With traditional tools, they'd hang up, email for approval, then try to reconnect later - losing momentum. The ApproveThis/CallOnTheGo integration lets reps:

• Trigger approval requests mid-call through Zapier automations
• Maintain client engagement while internal reviews happen
• Auto-schedule follow-up calls based on approval decisions

This fusion impacts more than sales teams. Operations staff can auto-approve routine vendor calls under $500 while flagging larger contracts. Marketing teams gain oversight on partnership calls without micromanaging dials.

Three Ways to Connect the Platforms

1. Pre-Call Authorization Workflows

When CallOnTheGo logs an outbound call to a high-value prospect, ApproveThis can require manager approval before the rep discusses sensitive terms. A logistics company uses this to ensure only authorized personnel negotiate freight rates, reducing $12k/month in pricing errors.

2. Post-Call Compliance Tracking

Approved discount offers during calls automatically generate ApproveThis records for audit trails. A cloud services provider eliminated quarterly compliance fines by attaching call recordings to approval records through this integration.

3. Approval-Triggered Outreach

When contracts get approved in ApproveThis, Zapier auto-creates CallOnTheGo call lists for client notifications. A commercial real estate firm reduced deal closing time by 8 days using this to immediately schedule signing calls.

Implementation Made Simple

Connecting the platforms takes under 15 minutes through Zapier:

1. Create Zapier accounts at zapier.com
2. Choose CallOnTheGo as trigger app
3. Select ApproveThis as action app
4. Map call data to approval fields

Key configuration tips:

• Use ApproveThis' calculated fields to auto-flag calls needing approval based on deal size
• Set CallOnTheGo call outcomes to update ApproveThis request statuses

Department-Specific Benefits

Sales Teams

Reduce approval delays during client calls by setting automatic approvals for common discounts under $1k. Use vacation delegation to ensure regional managers approve requests when primary approvers travel.

Legal/Compliance

Require pre-call approvals for any discussion of contractual terms. All approved calls automatically log recordings and notes in ApproveThis for audit purposes.

Customer Success

Auto-generate CallOnTheGo call lists when renewal approvals complete in ApproveThis. Track approval-to-call metrics to optimize client touchpoints.

Real-World Impact Scenarios

Marketing Agencies

An influencer marketing firm uses the integration to approve creator payouts during talent negotiation calls. Approvers receive real-time SMS alerts with call summaries, approving budgets directly from mobile devices. This reduced payment processing errors by 40% in Q1.

Healthcare Providers

A medical supply company requires approval for any price quotes given during patient support calls. Approved quotes auto-populate in their CRM, while denied requests trigger follow-up calls with alternative solutions.

Financial Services

Loan officers start approval workflows during client calls using voice-to-text transcription in CallOnTheGo. ApproveThis' conditional logic routes requests to different credit committees based on loan size, cutting approval time from 72 to 8 hours.

Critical Differentiators

What makes this integration stand out:

No Dual Licensing
External partners can approve requests via email without needing CallOnTheGo seats - crucial for manufacturers coordinating with distributor networks.

Threshold Automation
Auto-approve routine follow-up calls under set parameters, freeing managers to focus on strategic accounts.

Two-Way Sync
Unlike basic notification systems, this integration allows:

• Call data to initiate approvals
• Approval decisions to trigger calls

Getting Started

Implementation best practices:

Do:
- Start with one approval/call type before scaling
- Use ApproveThis' real-time dashboards to monitor call-approval SLAs

Don't:
- Overcomplicate initial workflows - add conditional logic gradually
- Forget to set escalation rules for overdue approvals

Ready to transform your call governance? Start your ApproveThis trial or explore CallOnTheGo's features today.

The Future of Compliant Outreach

As remote sales become default, balancing speed with oversight isn't optional. The ApproveThis/CallOnTheGo integration through Zapier represents more than workflow automation - it's a new paradigm for responsible revenue operations. By embedding governance directly into communication streams, organizations can finally achieve both agility and compliance at scale.