ApproveThis manages your ChatGen Integration approvals.

When Chatbots Meet Approval Automation

ChatGen's conversational AI drives sales conversations – but what happens after the chat ends? Manual follow-ups. Approval bottlenecks. Missed opportunities. This is where ApproveThis changes the game. By connecting ChatGen's real-time lead interactions with ApproveThis' structured approval system through Zapier, businesses turn chat-driven momentum into decisive action without workflow gaps.

Why This Integration Matters

ChatGen captures leads and conversations – ApproveThis converts them into accountable business outcomes. Sales teams using both platforms benefit from:

• Zero manual handoffs between lead capture and deal approvals
• Automatic audit trails for compliance-sensitive industries

Customer support teams resolve issues faster by triggering approval workflows directly from urgent chat requests. Finance departments gain control by auto-routing discount requests or contract exceptions captured in chats.

Real-World Use Cases

1. Closing Deals Faster with Conversation Reviews

Trigger: ChatGen conversation closed → Action: ApproveThis review request

When high-value sales chats conclude, sales managers often need to verify pricing exceptions or custom terms before finalizing deals. A medical equipment supplier uses this integration to escalate $50k+ quotes for executive review. ApproveThis automatically routes requests based on deal size using approval thresholds, while ChatGen provides the full chat transcript as context.

2. Qualifying High-Intent Leads

Trigger: New ChatGen lead → Action: ApproveThis qualification request

Marketing agencies using ChatGen for client websites combine lead scoring with human oversight. When a lead mentions "urgent project" or "budget over $100k", ApproveThis triggers a priority review. The calculated fields feature automatically flags leads meeting predefined criteria, while approvers get email notifications with key chat excerpts.

3. Handling Sensitive Support Requests

Trigger: New ChatGen message → Action: ApproveThis escalation request

When customers mention "legal" or "refund" in chats, financial service teams use ApproveThis to route messages for compliance review. The conditional logic in ApproveThis ensures only flagged conversations require approval, while standard inquiries flow directly to support agents.

Technical Setup Made Simple

Connecting ChatGen and ApproveThis takes 15 minutes:

1. Create a Zapier account (if you don't have one)
2. Choose a ChatGen trigger (new lead, closed conversation, etc.)
3. Select ApproveThis' "Create Request" action
4. Map ChatGen data to ApproveThis fields (e.g., chat transcript → request notes)

Pro Tip: Use ApproveThis' approval groups to automatically route ChatGen leads by territory – West Coast deals go to regional managers, enterprise leads to CRO.

Cross-Team Benefits

Sales Teams

Accelerate deal cycles by eliminating internal approval delays. When a ChatGen conversation includes a custom pricing request, ApproveThis automatically:

• Routes to the correct approver based on deal size
• Includes chat history for context
• Sends reminders if not addressed in 24hrs

Customer Success

Resolve urgent issues faster by triggering approval workflows directly from support chats. A SaaS company handles account reactivations this way – when a churned customer messages in ChatGen, ApproveThis immediately routes reinstatement requests to finance for review.

Finance & Legal

Maintain control without micromanaging. Configure ApproveThis to auto-approve ChatGen requests meeting standard terms (e.g., NDAs under $50k), while flagging exceptions for manual review. The vacation delegation feature ensures continuous coverage during holidays.

Why This Combo Works

Unlike clunky CRM approvals, this integration respects how modern teams work:

No License Headaches: External partners approve ChatGen requests via email without needing ApproveThis logins. Clients sign contracts captured in ChatGen chats, vendors approve purchase orders – all through simple email links.

Real-Time Visibility: Track ChatGen approvals in ApproveThis' dashboard alongside other workflows. See which high-value leads are stuck in review, average approval times per sales rep, or frequent escalation reasons.

Getting Started

Ready to transform chat-driven workflows?

1. Optimize your ChatGen flows to capture critical approval triggers
2. Build your ApproveThis workflows with conditional rules
3. Connect both via Zapier in under 20 minutes

For complex use cases like multi-region approvals or compliance-heavy industries, schedule a demo to see advanced features in action.