ApproveThis manages your LiveSwitch Contact and Concierge Integration approvals.

Why ApproveThis + LiveSwitch Delivers Next-Level Efficiency

Modern businesses face a critical challenge: maintaining rapid customer response times while ensuring internal compliance. LiveSwitch Contact and Concierge excels at enabling instant video-based customer interactions, while ApproveThis brings structure to decision-making workflows. Together through Zapier, these platforms create a closed-loop system where customer-facing teams move quickly and operational teams maintain control.

Consider this: 68% of customers expect companies to collaborate internally on their behalf (Salesforce, 2023). The LiveSwitch/ApproveThis integration directly addresses this expectation by connecting frontline customer conversations with backend approval processes. Financial services teams can validate high-net-worth client onboarding during video consultations. Healthcare providers can instantly escalate specialist referrals while maintaining compliance protocols. The combination turns ad-hoc decisions into auditable workflows without slowing down customer interactions.

Three Transformative Use Cases

1. Client Onboarding with Built-In Compliance

Wealth management firms using LiveSwitch for client consultations can automatically trigger KYC (Know Your Customer) approvals in ApproveThis. When a new high-value contact is created post-video meeting, ApproveThis routes the case to compliance officers with calculated risk scores based on account size and jurisdiction. Approvers receive email notifications with direct approval links - no need to log into LiveSwitch. One regional bank reduced onboarding delays by 41% using this method while maintaining audit trails.

2. Real-Time Service Escalations

Customer support teams handling technical issues via LiveSwitch video calls can initiate hardware replacement approvals mid-conversation. When a "New Conversation" reaches specific troubleshooting milestones in LiveSwitch, ApproveThis triggers a warranty validation workflow. Field service managers receive replacement requests with pre-calculated costs and SLA impacts. A medical device company using this integration reduced equipment downtime by 29% by approving replacements during initial support calls.

3. Cross-Team Collaboration at Scale

Marketing agencies using LiveSwitch for client pitches can automatically route approved concepts to production. When a final proposal conversation concludes in LiveSwitch, ApproveThis initiates a multi-stage approval chain involving creative directors, legal teams, and external clients. The approval group feature ensures sequential sign-offs with automatic delegation if any approver is unavailable. One digital agency shortened campaign launch cycles from 14 days to 72 hours using this approach.

Key Integration Benefits by Team

Customer-Facing Teams

Sales and support staff gain confidence to make commitments during LiveSwitch video interactions, knowing backend approvals are automated. The Calculated Fields feature in ApproveThis allows embedding real-time data - like available inventory or service capacity - directly into approval requests initiated from LiveSwitch conversations.

Operations Managers

Maintain control over exceptions and expenditures without micromanaging frontline staff. Approval Thresholds automatically approve routine requests (e.g., sub-$500 discounts) while escalating larger exceptions. All decisions sync back to LiveSwitch contact records through Zapier, creating a complete audit trail.

External Partners

Clients and vendors can participate in approval chains via ApproveThis' email-based approvals without needing LiveSwitch licenses. A manufacturing client streamlined raw material approvals by having suppliers approve spec changes directly through ApproveThis requests triggered by LiveSwitch quality review conversations.

Implementation Made Simple

Connecting LiveSwitch and ApproveThis requires three steps in Zapier:

1. Choose your trigger event from LiveSwitch (New Contact, Conversation Update, etc.)
2. Map critical data points to ApproveThis request fields using Zapier's interface
3. Configure approval logic in ApproveThis (thresholds, groups, escalation rules)

Most teams complete initial setup in under 45 minutes. The Zapier platform handles authentication securely, requiring no code changes in either LiveSwitch or ApproveThis.

Critical Advantages You Can't Ignore

Unlike basic form-to-email approval systems, this integration delivers enterprise-grade capabilities. Vacation Delegation ensures seasonal approval continuity - critical for industries like hospitality with shifting staff schedules. Real-Time Tracking provides ops leaders with dashboards showing approval bottlenecks specific to LiveSwitch-initiated requests. Approval Groups enable complex validation chains, like requiring regional manager + product specialist approval for custom solutions sold via LiveSwitch consultations.

Crucially, this isn't just about speed. The integration reduces compliance risks by attaching full context from LiveSwitch interactions (call transcripts, contact history) to approval requests. One insurance provider avoided $240k in potential fines by using this audit trail to demonstrate proper procedure follow-through.

Getting Started

Begin with your highest-friction approval process. For most LiveSwitch users, this is either:

• Client onboarding exceptions requiring management approval
• Post-conversation service commitments needing budget validation

Configure a single Zap focusing on this use case, then expand to other workflows. ApproveThis offers free technical consultations to help map your LiveSwitch processes to optimal approval logic.

The Bottom Line

In an era where 73% of customers expect companies to understand their unique needs (Zendesk, 2023), the LiveSwitch/ApproveThis integration enables personalized service at scale. It transforms video consultations from isolated interactions into launchpads for coordinated action. Frontline teams gain autonomy to resolve issues, while managers retain visibility and control. The result? Faster response times, fewer errors, and customers who feel genuinely heard.

Ready to eliminate approval bottlenecks in your LiveSwitch workflows? Register for ApproveThis or schedule a LiveSwitch integration demo to see real-time workflow automation in action.