ApproveThis manages your Dialpad Integration approvals.

Two Tools, One Competitive Edge

Modern businesses face a critical challenge: maintaining speed without sacrificing oversight. Dialpad delivers seamless communication across calls, SMS, and video. ApproveThis adds structured decision-making to that mix. When connected through Zapier, these platforms create closed-loop workflows where communication triggers action and approvals drive outcomes.

Consider a sales team using Dialpad for client calls. Without integration, managers might miss critical deal terms discussed in calls until it's too late. With ApproveThis, any call flagged as "negotiation" could auto-generate an approval request for contract adjustments. Legal reviews it within hours instead of days. This isn't hypothetical - it's operational reality when combining these tools.

What Makes This Integration Unique

While both platforms integrate with other tools, their combined strength lies in bridging communication gaps that stall decisions. Dialpad captures real-time interactions; ApproveThis converts them into auditable processes. Unlike basic notification systems, this pairing enables:

• Contextual approvals with call/SMS transcripts attached
• Automatic routing based on call type or participant

Approvers don't need Dialpad licenses to review requests. External partners can approve directly via email while your team maintains full visibility. For distributed teams juggling client communications and internal processes, this eliminates license bloat and permission headaches.

Real-World Workflow Breakthroughs

Escalated Call Review for Customer Support

Support teams using Dialpad's call analytics can auto-trigger approvals when calls hit specific thresholds. Example: A telecom company routes any call lasting over 15 minutes to ApproveThis. Supervisors receive the call recording, transcript, and customer history. Using calculated fields, ApproveThis prioritizes high-value accounts. Approval groups ensure regional managers handle local clients.

Result: 22% faster resolution on complex tickets at TelcoPlus by eliminating back-and-forth emails.

Client Onboarding Acceleration

When sales teams create Dialpad contacts after prospect calls, ApproveThis can automate compliance checks. A wealth management firm automatically sends new high-net-worth client details for FINRA review. Approvers get the contact record and call summary. Conditional logic routes U.S.-based clients to one team, international to another.

Result: PrivateBank Corp reduced onboarding errors by 37% while maintaining 48-hour SLA.

Regulatory SMS Compliance

Healthcare providers using Dialpad SMS can require approval for messages containing sensitive terms. ApproveThis scans outgoing texts for HIPAA-related keywords. If flagged, compliance officers review the message with full context before release. Vacation delegation ensures alternate approvers handle urgent requests.

Result: MedChain Health avoided $240K in potential HIPAA fines during Q1 audits.

Technical Setup Made Simple

Connecting Dialpad and ApproveThis takes under 15 minutes via Zapier. Here's the streamlined process:

Step 1: Core Connection

In Zapier, create a new Zap. Choose Dialpad as the trigger app - options include "Call State Changed" or "SMS Created." Select your target event, like flagging transferred calls.

Step 2: Approval Configuration

Connect ApproveThis as the action app. Map Dialpad data to approval fields - call duration to budget thresholds, participant numbers to approval groups. Set escalation rules if requests go unaddressed.

Step 3: Conditional Activation

Use Zapier's filters to prevent approval spam. Example: Only route calls where "sentiment analysis" scores below 30% or SMS containing "contract" or "payment." Test with live data before full deployment.

Visit Zapier's platform to explore advanced workflow options like multi-step Zaps incorporating Slack or Google Sheets.

Department-Specific Advantages

Sales Teams: Close Deals Faster

Dialpad's AI call summaries feed into ApproveThis for instant discount approvals. When a rep offers a 15% discount, ApproveThis checks CRM deal size via Zapier. Deals under $10K auto-approve; larger deals alert sales directors. Real-time tracking prevents overspending.

HR: Streamline Hiring

Interview scheduling calls in Dialpad trigger background check approvals. ApproveThis routes requests to HRBPss with candidate transcripts. Parallel approval groups let multiple reviewers assess cultural fit simultaneously.

Legal: Mitigate Risk

Any Dialpad call tagged "contract negotiation" creates an approval task. Legal teams review call highlights and attached NDAs. Version control ensures only final agreements get executed.

Beyond Basic Automation

ApproveThis adds unique layers to Dialpad workflows through:

Dynamic Escalation Paths

If a Dialpad SMS about a delayed shipment isn't approved within 2 hours, ApproveThis auto-escalates to VP-level with priority tags. Location-based routing ensures regional leaders handle local issues.

Approval Analytics

Track which Dialpad-triggered approvals take longest. Identify bottlenecks - maybe international calls need earlier review windows. Export reports to optimize team schedules.

Client-Proof Security

External partners approve Dialpad-recorded contract terms without accessing your Dialpad instance. ApproveThis' audit trails meet SOC 2 requirements while keeping client data segregated.

Getting Started Guide

To implement these workflows:

1. Define 2-3 high-impact approval scenarios (e.g., contract calls, support escalations)
2. Map required Dialpad data points (call duration, participants, transcripts)
3. Build ApproveThis templates with conditional thresholds and approver groups
4. Test Zaps with historical Dialpad data before going live

Pro Tip: Use ApproveThis' calculated fields to auto-prioritize requests based on Dialpad's sentiment analysis scores.

The Bottom Line

Dialpad captures crucial business interactions; ApproveThis converts them into accountable decisions. Together, they turn real-time communication into structured workflows without manual handoffs. The result? Faster cycle times, auditable processes, and teams focused on execution rather than administration.

Ready to transform how your company handles critical approvals? Register for ApproveThis or schedule a custom demo to see live Dialpad integrations. For Dialpad-specific questions, visit their official site.