ApproveThis manages your Phound Integration approvals.

When Your Phone System Actually Works With Your Approval Process

Let's be real - most companies treat approvals like a game of telephone. Someone makes a request, it gets lost between tools, and three weeks later you're stuck in a meeting about why the client hasn't been called back. Phound handles the calls. ApproveThis handles the decisions. Together? You get customer-facing teams that move at actual business speed.

Here's why mid-market operations teams care: ApproveThis doesn't just route requests. It automates the whole decision chain - think conditional approvals based on call data, auto-escalations when managers ignore their emails, and audit trails that don't require digging through 14 different systems. Phound brings the actual customer interactions into that system without another login.

Three Ways This Combo Actually Gets Used

1. Call Reviews That Don't Require Chasing Down Managers

Scenario: Your support team handles 200+ calls weekly. QA needs to review 10% but keeps missing SLA because managers "didn't see the email."

Fix: Phound triggers an ApproveThis request the second a call ends. Attach recording + transcript. Route to QA lead with 24hr deadline. If no response? Auto-escalate to their boss. Approvers click approve/reject from their inbox - no extra licenses needed.

Who uses this: Customer support directors at 150-500 person SaaS companies tired of manual sample reviews.

2. Sales Lead Handoffs That Don't Drop the Ball

Scenario: New demo request comes through ApproveThis (maybe from a web form). Sales ops needs to create a Phound contact before the SDR team gets notified.

Fix: Approval workflows in ApproveThis auto-create Phound contacts via Zapier. Add logic: If deal size >$25k, simultaneously notify sales director via Slack. All without the SDR manually copying data between systems.

Who uses this: RevOps teams at scaling companies where lead leakage is killing pipeline.

3. Voicemail Follow-Ups That Don't Rely on Memory

Scenario: Your sales team gets 50+ voicemails daily. Urgent ones get lost because reps forget to flag them in Phound.

Fix: When Phound transcribes a voicemail containing words like "urgent" or "contract," ApproveThis routes it to the sales manager with priority tags. They approve follow-up tasks that auto-create tickets in your CRM.

Who uses this: Sales teams in industries with high-value, time-sensitive leads (commercial real estate, enterprise software).

Why This Isn't Just Another Zap

ApproveThis adds three things most approval tools miss when connecting to comms systems like Phound:

• Approval Thresholds: Auto-approve calls under 2 minutes or under $500 value. Save human review for high-risk interactions.
• Vacation Coverage: Phound calls get rerouted if approver is OOO. No more "I was on PTO" excuses.

Example: A procurement team approves vendor calls. Director goes on leave? Approvals auto-delegate to their VP without missing a beat.

Setting This Up Without the Headache

For the "Call Review" workflow:

1. In Zapier, set Phound's "Call Finished" as trigger
2. Map these to ApproveThis fields: Call duration → Approval Threshold, Recording link → Request Attachment
3. Set approvers (individual or group) with 24hr deadline

Critical pro tip: Use ApproveThis' Calculated Fields to auto-flag calls exceeding 45 minutes for mandatory manager review.

Total setup time: 12 minutes if you've used Zapier before. Zapier's tutorial library covers the basics.

Which Teams Actually Benefit

Customer Success

Problem: Enterprise clients demand call recordings for compliance. Your team manually emails MP3s + gets 8 approval signatures.

Solution: Phound auto-attaches recordings to ApproveThis requests. Legal approves via email. Audit trail auto-saves to SharePoint.

Field Service

Problem: Technicians call from job sites needing part approvals. They wait on hold while managers check budgets.

Solution: Technician's Phound call triggers approval with job cost data. Manager approves via text. Part gets ordered before the call ends.

Sales

Problem: Discount requests come through late-night voicemails. Deals stall until morning.

Solution: Voicemails with "discount" trigger approvals to VPs via SMS. Night owl execs can approve at 11pm.

The Part Where We Tell You What's Next

If your approval processes still rely on people checking multiple systems (or worse - asking in Slack), you're leaving speed on the table. ApproveThis + Phound via Zapier isn't about flashy features - it's about eliminating the 6-hour delays between "needs approval" and "approved."

Try it if:

• You have 5+ people involved in any approval chain
• Customer-facing teams wait on internal decisions
• Audits take longer than the actual work

Get started with ApproveThis (free for 14 days) or explore Phound's call features. Or book a 12-minute demo to see the integration live.