ApproveThis manages your Hatch Integration approvals.

Two Tools You Didn’t Know Needed Each Other

Let’s cut to the chase: approval processes suck when they’re slow. Customer communication sucks when it’s disjointed. Combine them? That’s where most companies accidentally invent new ways to frustrate employees and customers simultaneously. But here’s the plot twist – when you connect ApproveThis (the approval automation engine) with Hatch (the communication platform for texts, emails, and voice drops), you actually solve problems instead of creating them.

What Happens When You Stop Making Decisions in a Vacuum

ApproveThis isn’t just another “click approve” tool. It’s built for companies where decisions require context, collaboration, and speed. Hatch isn’t just blasting SMS messages – it’s how sales teams convert conversations into closed deals. Together, they turn this toxic combo:

“Hey, the client just texted asking for a pricing exception. Let me Slack my manager, who’s OOO, so I’ll email Finance, then maybe by Thursday...”

...into this:

“Client texts request → Auto-approved via ApproveThis rules → Hatch instantly sends updated quote via SMS.”

The magic happens through Zapier, which connects ApproveThis’ approval triggers to Hatch’s communication channels without any custom coding.

Real-World Use Cases That Don’t Sound Like BS

1. Auto-Update Sales Pipelines When Approvals Happen

Picture a real estate agency using Hatch to SMS prospective buyers. A buyer texts “Will you take $20k under asking?” Normally, this triggers an internal panic chain: agent → team lead → broker → legal. With ApproveThis integrated:

• Hatch detects the SMS request
• ApproveThis auto-routes it to broker & legal based on dollar thresholds
• Once approved, Hatch automatically responds with “We can do $15k under – ready to move forward?”

Why it matters: Deals die in waiting periods. This cuts negotiation cycles from days to hours.

2. Escalate Customer Issues Without the Tagging Chaos

A healthcare SaaS company uses Hatch for patient appointment reminders. When a patient texts “I need to reschedule but have COVID symptoms,” Hatch can:

• Trigger an ApproveThis request for nurse triage approval
• Auto-route based on symptom keywords (using ApproveThis’ calculated fields)
• Once cleared, Hatch sends CDC guidelines + reschedules via SMS

Team impact: Front desk staff aren’t playing medical hot potato. Approvals go directly to licensed pros.

3. Approval-Based Nurture Campaigns (Yes, Really)

Marketing agencies love this one. When a new lead comes into Hatch from a webinar signup:

1. ApproveThis pings the client for budget approval
2. Once approved, Hatch triggers a 3-day SMS nurture sequence
3. If denied, Hatch sends a “free resources” email series instead

Cold hard truth: 68% of deals are lost to indecision, not competition. This forces timely action.

Features You’ll Actually Use

We’re not here to sell you shelfware. When combined with Hatch, these ApproveThis features become secret weapons:

Approval Thresholds That Aren’t Dumb

Set Hatch-triggered requests to auto-approve below certain amounts. Example: Customer service reps can approve $50 refunds via SMS immediately, anything higher routes to managers. No more “I escalated it” excuses.

Vacation Delegation That Doesn’t Require a PhD

Sales director on a cruise? ApproveThis automatically reroutes their Hatch-related approvals to the VP. No IT tickets, no “per my out of office” forwards.

Email Approvals for External Partners

Contractors, clients, or distributors can approve Hatch-triggered requests via email without needing a ApproveThis login. Perfect for:

- Franchise owners approving local promo SMS blasts
- Vendors OK’ing inventory order via Hatch voice drops
- Clients signing off on campaign budgets from their phone

How to Set This Up Without Losing Your Mind

Zapier makes this stupidly simple. Here’s the playbook:

Step 1: Create your ApproveThis account (free trial works). Build approval templates for common Hatch scenarios – pricing exceptions, content approvals, etc.

Step 2: In Zapier, choose your trigger. Most teams start with “New Communication Inbound” from Hatch or “Request Approved/Denied” from ApproveThis.

Step 3: Map key fields. Example: When a Hatch SMS contains “#approve”, extract the $ amount → push to ApproveThis → if approved under threshold, auto-respond via Hatch.

Pro tip: Use ApproveThis’ calculated fields to auto-deny requests outside business hours. Combine with Hatch’s delayed messages to send “We’ll review this at 9 AM” confirmations.

Why Your Teams Will Stop Hating Each Other

Sales Teams:

Close deals faster by embedding approvals into customer conversations. Example: Send a Hatch SMS proposal → prospect agrees → ApproveThis auto-generates contract → Hatch delivers DocuSign link. No back-office lag.

Operations:

Stop being the “why is this stuck?” department. Real-time ApproveThis dashboards show exactly where Hatch-triggered requests are blocked. SLA metrics included.

Customer Support:

Resolve tickets without switching apps. Approve refunds/credits directly from Hatch SMS threads. Escalate to managers only when thresholds are hit.

The Quiet Part Out Loud

Most approval software treats communication tools like appendages. ApproveThis + Hatch via Zapier flips that – your approval logic lives where the conversations happen. That’s why early adopters see:

- 40-60% faster approval cycles on Hatch-originated requests
- 30% reduction in “forgot to follow up” escalations
- 22% higher approval rates (because context isn’t lost in app switching)

No, Really – It Works for Your Industry

Healthcare:

Patient texts medication refill request → ApproveThis routes to correct physician → Once approved, Hatch confirms via SMS + notifies pharmacy.

Legal Services:

Client leaves a voicemail via Hatch about case strategy change → ApproveThis notifies paralegal to draft docs → Partner approves → Hatch schedules client review.

Retail/E-commerce:

Customer SMSs “Is this back in stock?” → ApproveThis checks inventory APIs → If yes, Hatch auto-replies. If no, routes to manager for discount approval → Hatch offers 10% off next purchase.

Common Objections (and Why They’re Weak)

“We already use [other tool] for approvals.”
Cool. Does it integrate with your comms platform? Can approvers act via email without logins? Do you have real-time calc fields based on conversation content? Thought so.

“Zapier is too technical.”
The pre-built templates for ApproveThis + Hatch take 11 minutes to set up. We timed it.

“We need custom reporting.”
ApproveThis tracks every Hatch-triggered request – who approved/denied, how long it took, escalation paths. Export to Sheets or your BI tool.

How to Not Screw This Up

- Do: Start with one high-volume approval type (discounts, content approvals, scheduling)
- Don’t: Try to boil the ocean – map existing Hatch processes first
- Do: Use ApproveThis’ vacation delegation – prevents summer approval blackouts
- Don’t: Let HR use this for PTO requests. Some things deserve suffering.

Bottom Line

If your company uses Hatch for customer conversations and still relies on manual approvals, you’re essentially using a race car to run errands – technically possible, but painfully inefficient. ApproveThis via Zapier is the turbo button you’re missing.

Start a free trial and connect it to Hatch in under 15 minutes. Or book a demo to see how other 50-5,000 employee companies are automating approvals without being robotic about it.