ApproveThis manages your Leverly approvals.

Why ApproveThis and Leverly Work Better Together

When speed meets structure, businesses win. Leverly’s lightning-fast lead response capabilities become even more powerful when paired with ApproveThis’s precision-driven approval workflows. Together, they create an operational rhythm where rapid customer engagement and disciplined decision-making coexist – a combination that directly impacts revenue cycles and client satisfaction.

Consider this: 78% of buyers choose the vendor that responds first. Leverly ensures your team calls every lead within 60 seconds. But what happens after that critical first contact? Deals often stall waiting for internal approvals – pricing exceptions, contract terms, or service commitments. This is where ApproveThis eliminates bottlenecks through automated routing, conditional logic, and real-time tracking. By connecting these platforms via Zapier, you create a closed-loop system where communication triggers approvals, and approvals dictate next-step actions.

Three Workflows That Transform Lead Management

1. Instant Approval Routing After Sales Calls

When a Leverly call ends, your sales team often needs immediate executive sign-off to lock in deals. The “Call Finished” trigger in Leverly can launch a pre-configured ApproveThis workflow through Zapier. For example:

• A car dealership automatically routes special financing requests to the credit manager
• A SaaS company escalates custom contract terms to legal review

Approvers receive email notifications with call summaries and deal specifics, able to approve/deny directly from their inbox. Since ApproveThis doesn’t require approvers to have Leverly licenses, external partners or executives can participate without added costs.

2. Proactive Outreach for Time-Sensitive Approvals

Legal teams using ApproveThis to review NDAs can trigger Leverly calls through Zapier the moment requests are submitted. Imagine:

• A procurement manager receives an instant callback to clarify vendor contract terms
• An insurance adjuster initiates a call to verify claim details during underwriting approval

This bi-directional integration ensures high-priority requests never languish in email inboxes. Approval timelines shrink when clarification happens in real-time via phone.

3. Automated Follow-Up Management

When ApproveThis workflows conclude – whether approved or denied – Zapier can update Leverly call campaigns accordingly. Marketing agencies using this integration automatically stop call reattempts to approved clients, while restarting outreach for denied requests needing revision. This prevents awkward “we already approved that” calls and keeps sales pipelines clean.

Team-Specific Benefits

Sales Teams: Close Deals Faster

Field reps gain structured escalation paths without manual follow-ups. Custom approval thresholds in ApproveThis let regional managers auto-approve discounts up to 15%, while larger exceptions route to VPs. Real-time dashboards show exactly where each deal stands.

Operations: Reduce Process Leaks

Approval groups with sequential sign-offs ensure compliance, while vacation delegation prevents stalled requests. If a purchasing manager is OOO during a Leverly-generated vendor call, ApproveThis automatically reassigns their procurement approvals to a designated backup.

Customer Support: Contextual Escalations

Post-call approvals for service credits or warranty exceptions get documented trails. Calculated fields in ApproveThis can auto-approve small compensations based on customer lifetime value pulled from your CRM, while flagging high-value accounts for personal review.

Implementation Made Simple

Connecting ApproveThis and Leverly takes under 15 minutes through Zapier’s visual interface:

1. Create a new Zap and choose Leverly as the trigger app (e.g., “Call Finished”)
2. Map key call data (lead ID, notes, duration) to ApproveThis fields
3. Set up conditional approval rules in ApproveThis based on call outcomes
4. Test with a recent call record to confirm automatic request generation

For complex workflows, use ApproveThis’s calculated fields to auto-approve requests meeting specific criteria. A logistics company might auto-approve freight reroutes under $500 that took over 45 minutes to discuss on the call.

Why This Integration Delivers ROI

Combining these platforms isn’t about replacing human judgment – it’s about eliminating the administrative drag between decisions and actions. Mortgage brokers using both tools report 32% faster loan approval cycles by automatically routing Leverly call summaries to underwriters. IT providers cut client onboarding delays by 41% through post-call equipment approval workflows.

The hidden advantage? Audit readiness. Every ApproveThis decision links directly to the Leverly call recording and notes, creating a compliance trail that’s invaluable for regulated industries like healthcare or financial services.

Getting Started

Ready to transform how your team handles approvals and follow-ups? Start by:

1. Signing up for an ApproveThis trial
2. Exploring Leverly’s call automation features
3. Building your first integration in Zapier

For complex use cases or team onboarding, schedule a custom demo to see advanced features like multi-tier approval groups or dynamic threshold calculations.

Final Thoughts

In competitive markets, speed and compliance aren’t mutually exclusive. By pairing Leverly’s instant lead response with ApproveThis’s structured governance, organizations create a responsive yet controlled operational cadence. Whether you’re managing sales contracts, service exceptions, or procurement requests, this integration ensures the right people make timely decisions with full context – no missed calls or approval black holes.

The future of efficient operations lies in connecting specialized tools rather than relying on monolithic platforms. ApproveThis and Leverly demonstrate how focused solutions, when properly integrated, deliver disproportionate value through automated workflows that respect both urgency and process.