ApproveThis manages your Magnetis Integration approvals.

Why This Combo Works Better Than Your Current Process

Let's be real: most approval workflows suck. They're either stuck in email hell or buried in some app your external vendors can't access. That's where pairing ApproveThis with Magnetis Call Tracking via Zapier changes the game. We're talking about connecting real call data to actual decisions - not just moving paperwork.

Magnetis gives you the hard numbers on which marketing campaigns drive phone leads. ApproveThis turns those numbers into actions. When a high-value call comes in, your team doesn't debate who needs to approve the next steps - the system routes it automatically based on dollar amounts, client tiers, or whatever rules make sense for your biz.

The Nuts and Bolts (Without the Technical Jargon)

Here's how it shakes out: Magnetis tracks inbound calls and captures critical data like call duration, caller location, and which ad campaign triggered the call. ApproveThis uses that data to kick off approval workflows through Zapier. No manual data entry. No "I thought you were handling this" emails.

Key integration points:

• Auto-create approval requests for calls meeting specific criteria (e.g., 5+ minute calls from high-value regions)
• Attach call recordings + transcripts directly to approval requests
• Update CRM records in Magnetis once approvals are finalized

Bonus: External partners can approve requests via email without needing a Magnetis login. Your CFO approves budget allocations without learning new software. Vendors confirm project kickoffs without accessing your call data. Everyone stays in their lane.

Real Teams Getting Real Results

Marketing Teams: No More Guesswork on Ad Spend

Scenario: Your Google Ads are driving tons of calls, but which ones actually convert? Set ApproveThis to auto-flag calls where:

• Call duration exceeds 3 minutes
• Caller requests a demo
• Campaign CPA is under $50

Result: Marketing leads get instant alerts to approve budget increases for high-performing campaigns instead of waiting for weekly reports.

Sales Ops: Escalating Hot Leads Without the Drama

When a enterprise-level prospect calls from a Fortune 500 company's HQ, Magnetis detects the location. ApproveThis:

1. Routes lead to VP of Sales via SMS + email
2. Locks in 15% discount approval if deal size > $100K
3. Updates Magnetis lead score automatically post-approval

Deal cycles shrink from 14 days to 48 hours because approvals happen while the lead is still warm.

Customer Support: Turning Complaints Into Upsells

Support teams using Magnetis can trigger approvals when:

• Repeat caller detected
• Call contains specific complaint keywords
• Estimated resolution cost exceeds $500

ApproveThis escalates to retention specialists with pre-approved discount authority, turning potential churn into renewed contracts.

Setting This Up Without Losing Your Mind

Here's the 3-step process even your least techy manager can handle:

1. Connect the Apps in Zapier: Create a Zap that triggers on Magnetis' "New Incoming Call" event
2. Filter What Matters: Set rules like "Only calls longer than 2 minutes" or "Calls from XYZ area code"
3. Map Call Data to Approvals: Attach Magnetis call recordings, transcripts, and campaign data to ApproveThis requests automatically

Pro tip: Use ApproveThis' calculated fields to auto-flag calls that hit revenue thresholds. If a lead mentions "enterprise contract" during a call, the approval request comes pre-loaded with contract terms.

Features You'll Actually Use (No Bloatware Here)

Email Approvals That Don't Get Lost in the Inbox

Approvers get all critical data in one email: call transcript highlights, campaign ROI stats, and big red Approve/Reject buttons. No login required. No digging through attachments.

Vacation Coverage That Doesn't Require a PhD

When your CMO is on safari, ApproveThis automatically reroutes approvals to their deputy based on Magnetis call urgency scores. No more "I was OOO" excuses.

Thresholds That Prevent Micromanagement

Auto-approve callbacks for leads under $5K value. Anything above pings the sales director. Lets junior staff handle routine stuff without oversight.

Why This Beats Manual Processes Every Time

Let's say you're running a regional service business with 200 locations. Without this integration:

• Branch managers email spreadsheets of call metrics weekly
• HQ staff waste hours cross-referencing CRM data
• Approval delays cause missed same-day callbacks

With the integration:

• Automated approvals for routine follow-ups
• Escalations only when call data shows churn risk
• Real-time dashboards showing approval bottlenecks

One plumbing franchise client cut approval delays by 83% while handling 30% more service calls. Their secret? Auto-approving jobs under $500 using Magnetis call duration + location data.

Getting Started (Without the Sales Pitch)

If you're already using Magnetis, sign up for ApproveThis' free trial and connect them in Zapier. Start with one workflow - maybe call escalation approvals - then expand.

Not using Magnetis yet? Check their call tracking demo first. Either way, the integration works best when you:

• Identify 2-3 approval bottlenecks in your current call handling
• Map out "if X happens in Magnetis, then Y needs approval" scenarios
• Start with time-based triggers (e.g., all calls after 5pm need manager approval)

No need to boil the ocean. Pick one process that's causing daily headaches and automate that first.

Bottom Line: This Isn't About Software

It's about eliminating the "approval tax" every team pays - the missed opportunities while waiting for sign-off, the hours spent herding stakeholders, the deals lost because follow-up took too long.

By connecting call data directly to decision-makers (with guardrails), you're not just speeding up approvals. You're ensuring that every "yes" or "no" comes with the full context needed to make smart calls. Literally.

Book a 15-minute demo to see how it works. We'll show you real examples from companies like yours - no generic sales deck.