ApproveThis manages your RingByName Integration approvals.

When Your Phone System Finally Talks to Your Approval Process

Let’s be real – most business tools act like divorced parents at a kid’s birthday party. Your cloud phone system doesn’t care what your approval software is doing. Your sales team’s CRM might as well be on Mars compared to accounting’s procurement process. This is why you’ve got contacts getting onboarded without vetting, sales calls rotting in follow-up purgatory, and faxes (yes, people still send those) getting lost in the shuffle.

ApproveThis and RingByName through Zapier changes that. We’re connecting the system that manages your business conversations (RingByName) with the tool that actually gets people to decide things (ApproveThis). No more “I thought you approved that client!” or “Why hasn’t anyone called them back?” – just actual workflows that work.

Why This Combo Works Like a Swiss Watch

RingByName handles your calls, faxes, and contact management. ApproveThis handles getting humans to make decisions. Together via Zapier, they handle this:

For the Overworked Operations Manager:

Every new RingByName contact auto-triggers an approval chain in ApproveThis. Marketing agencies can vet new clients before adding them to campaigns. Healthcare providers can validate patient info compliance. All without a single spreadsheet.

For the Sales Team That Forgets to Follow Up:

ApproveThis approvals now auto-trigger RingByName calls. Approved contract? The system dials the client before your rep even finishes their coffee. Denied request? It calls the sales manager to explain why. No more leads rotting in CRM limbo.

For Industries Stuck in 1995 (Looking at You, Legal & Real Estate):

Every fax received in RingByName creates an approval task. Real estate firms can instantly route purchase agreements to brokers. Law offices can validate signed docs without playing email tennis. Bonus: Approvers don’t need RingByName logins – huge for external partners.

Real-World Fixes for Actual Business Headaches

Use Case 1: The “Why Is This Random Contact in Our System?” Preventer

Zap: New RingByName contact → ApproveThis review → Only approved contacts sync to your CRM.

Who Needs This: Marketing teams working with affiliates, healthcare providers onboarding patients, any business tired of duplicate/incorrect contacts.

ApproveThis Bonus: Set approval thresholds – auto-approve contacts under $5K potential value, escalate bigger fish to execs.

Use Case 2: The “We Need to Call Them Now” Alarm System

Zap: ApproveThis approval → RingByName auto-dials the contact.

Who Needs This: Sales teams closing time-sensitive deals, support teams handling VIP escalations, logistics companies confirming urgent shipments.

RingByName Hack: Calls log notes back to ApproveThis, creating an audit trail even your most paranoid compliance officer would love.

Use Case 3: The Fax-to-Approval Firehose (Yes, Faxes)

Zap: RingByName receives fax → ApproveThis routes it to correct department.

Who Needs This: Healthcare providers processing patient forms, manufacturers dealing with PO changes, government contractors stuck in paper hell.

Secret Weapon: ApproveThis’ calculated fields can auto-flag faxes missing signatures or critical data before they even hit an approver’s queue.

Setting This Up Without Losing Your Mind

1. Pick Your Pain Point: Start with one integration – maybe contact approvals or post-call follow-ups. Don’t boil the ocean.

2. Zapier Setup: Connect RingByName and ApproveThis in Zapier. Takes 4 minutes if you’ve used Zapier before. Here’s their guide.

3. Test with a Small Team: Have sales ops trial the contact approval zap. Let legal play with the fax workflow. Iterate from there.

4. Scale What Works: Once HR sees how onboarding approvals now auto-trigger welcome calls? They’ll demand more automations.

Why Your Finance Team Will Actually Smile

ApproveThis’ approval thresholds mean RingByName call campaigns get auto-approved under budget limits. Example: Customer support can auto-approve callback requests under 30 minutes talk time. Anything over? Escalates to managers before the call happens.

Translation: No more end-of-month surprises about that 3-hour “customer consult” that was really your sales guy chatting with his college buddy.

For Teams That Work with Outsiders (Without the Headache)

Client needs to approve a contract via RingByName fax? Send them an ApproveThis link. They approve via email without needing a RingByName login. Your system auto-initiates the signed fax back through RingByName. All while your team tracks everything in ApproveThis’ dashboard.

This isn’t just “convenient” – it’s how you stop paying for 20 extra RingByName licenses just so external partners can occasionally approve things.

The Bottom Line: Stop Being a Human Router

If your day involves telling RingByName “Hey, this call needs approval” and telling ApproveThis “Hey, this approval needs a call”, you’re just a overpaid switchboard operator.

The integration lets you:

• Cut approval delays from days to hours
• Eliminate “I didn’t know I had to approve that” excuses
• Actually use faxes without wanting to stab a printer

It’s 2024. Your phone system shouldn’t be siloed from your decision-making. Get ApproveThis, connect it to RingByName via Zapier, and start treating “approval workflows” as a verb instead of a corporate buzzword.

Next Step: Book a 12-minute demo. Show us your ugliest approval process – we’ll show you how to automate it with RingByName in half that time.