ApproveThis manages your Continually Integration approvals.

When Chatbots Meet Approval Bots

Let's cut through the buzzwords: You're using Continually to capture leads and book meetings 24/7. But what happens when those shiny new leads need internal approvals before your team can act? That's where most companies face the "approval black hole" – deals stuck in email threads, missed opportunities, and sales teams playing detective to track down decision makers.

ApproveThis plugs directly into Continually via Zapier, turning chatbot conversations into structured approval workflows. We're talking automated requests that:

• Route leads to the right approvers before sales commits to unrealistic deals
• Require zero extra licenses for external partners approving contracts
• Show real-time status of every request in your CRM or project tools

For teams scaling between 50-5,000 employees, this combo solves three ugly problems:

1. Leads rotting in inboxes while waiting for approvals
2. Deal terms getting approved that finance never signed off on
3. Customer-facing teams making promises that ops can't deliver

How It Works (Without the Tech Jargon)

Continually's chatbots collect crucial intel – lead qualifications, appointment requests, custom pricing asks. ApproveThis takes that data and applies your business rules:

The Approval Matrix

Example: A SaaS company's chatbot offers a free trial extension. If the lead requests more than 30 days, ApproveThis automatically:

• Checks their account lifetime value
• Routes to the CS manager if LTV > $10k
• Escalates to finance if discount exceeds 25%
• Auto-approves standard requests under threshold

All while keeping the sales rep in the loop via email/Slack – no app switching required.

Real-World Use Cases That Don't Suck

1. Appointment Approvals That Actually Prevent Calendar Chaos

The Problem: Marketing books demos through Continually that sales can't handle. Enterprise requests get routed to SMB reps. Custom demo asks fall through cracks.

The Fix: Every booked appointment triggers an ApproveThis workflow:

• Enterprise lead? Requires director sign-off
• Request for technical deep dive? CCs solutions engineering
• High-value account? Verifies available sales capacity

Who benefits: Marketing agencies preventing overcommitment on client projects, medtech companies compliance-checking demo requests.

2. Lead Handoffs That Don't Feel Like a Hot Potato

The Problem: Sales development reps (SDRs) qualify leads in Continually, but account executives (AEs) dispute lead quality. Pipeline arguments ensue.

The Fix: New leads trigger approval requests requiring:

• SDR checklist completion (budget, timeline, decision makers)
• AE confirmation within 2 hours
• Auto-reassignment if AE is OOO

Who benefits: SaaS companies with tight SLAs, manufacturers coordinating regional sales teams.

3. Post-Approval Actions That Close Loops

The Problem: Approved deals get stuck in implementation limbo. Denied requests leave leads hanging.

The Fix: When an ApproveThis decision happens:

• Approved: Continually chatbot sends contract via Docusign
• Denied: Triggers salvage campaign with alternate offers
• Pending: Notifies lead of delay with new ETA

Who benefits: Financial services firms needing audit trails, consultants managing client expectations.

Setup That Won't Make You Want to Scream

Three steps even your least techy PM can handle:

1. Connect Continually to Zapier (takes 2 minutes – Continually's docs are decent)
2. Choose your trigger (new lead, booked appointment, etc.)
3. Map fields to ApproveThis' approval thresholds and routes

Pro tip: Use ApproveThis' calculated fields to auto-approve simple requests and only escalate exceptions. Your approvers will thank you.

Why This Isn't Just Another Integration

Most approval tools create more work. ApproveThis + Continually actually removes friction by:

• Keeping external partners out of your CRM: Vendors approve PO requests via email without Continually logins
• Enforcing process without micromanaging: Sales teams follow guidelines because requests auto-route correctly
• Stopping approval spam: Vacation delegation and thresholds prevent unnecessary requests

Example: A cybersecurity firm reduced legal review time for client contracts from 3 days to 4 hours by attaching Continually chat transcripts directly to ApproveThis requests.

Teams That Actually Care About This

Sales Ops Managers

Stop being the approval police. Set rules once in ApproveThis and let Continually's chatbot enforce them during lead qualification.

Customer Success Leaders

Auto-approve common account requests (credits, extensions) while flagging high-risk asks before reps make promises.

Marketing Operations

Finally connect lead scoring to actual approval workflows. High-intent leads get fast-tracked, tire-kickers trigger nurture paths.

No-BS Next Steps

If you're:

• Tired of deals dying in approval purgatory
• Sick of clients asking "Where's my approval?"
• Over spreadsheet-based approval tracking

Get started with ApproveThis (free 14-day trial) or book a 15-minute demo to see the Continually integration live.

P.S. If you're still manually approving chatbot leads, we need to talk. Your competitors already aren't.