ApproveThis manages your Salesmsg approvals.

When Texting Meets Approval Workflows

Let’s be real: texting is where business happens now. Customers expect answers in minutes, sales teams blast offers via SMS, and support resolves issues through quick back-and-forth messages. But here’s the problem nobody talks about – every “quick” decision still needs oversight. Pricing exceptions, refund approvals, compliance checks. That’s where most teams get stuck between moving fast and keeping control.

ApproveThis and Salesmsg fix this through Zapier. We’re combining real-time texting with structured approvals so you can actually scale communication without chaos. No more rogue discounts sent via text or support agents guessing what’s allowed. Just clean workflows that keep teams aligned.

Why This Combo Works

Salesmsg handles the conversation engine – two-way texting at scale with local numbers, templates, and automation. ApproveThis adds the governance layer. Together, they solve three big headaches:

• No more approval black holes: Track every decision tied to specific messages
• Stop license sprawl: Approvers don’t need Salesmsg logins (huge for external partners)
• Audit trails that make sense: See exactly which message triggered which approval and why

Who Benefits? (Spoiler: Everyone)

Sales Teams: Close Deals Without Back-Office Bottlenecks

Imagine your AE texts a custom proposal to a hot lead. With this integration:

1. Salesmsg triggers an ApproveThis workflow the second the message sends
2. Legal auto-approves standard terms but flags custom clauses
3. The AE gets real-time updates without leaving their SMS dashboard

Real use case: A Midwest HVAC company cut proposal approval time from 2 days to 47 minutes by tying approvals directly to customer texts.

Customer Support: Solve Faster (Without Breaking Rules)

Support teams using Salesmsg can now:

- Auto-route refund requests over $500 to managers
- Require dual approval for warranty exceptions
- Escalate compliance-related messages instantly

All while keeping the entire conversation history in Salesmsg. No more switching apps mid-crisis.

Operations: Finally Fix Compliance

Text messaging compliance isn’t just about opt-ins. With ApproveThis thresholds and calculated fields:

- Automatically flag messages containing regulated terms (e.g., “guaranteed returns”)
- Require legal review for any SMS containing pricing
- Auto-archive approvals tied to specific message threads

3 Workflows That Actually Matter

1. Approval Requests from Inbound Texts

The problem: Critical customer messages get buried in team inboxes.
The fix: When Salesmsg receives texts matching keywords (e.g., “cancel order”, “discount”), ApproveThis auto-creates approval tasks.

Who uses this: E-commerce teams processing 100+ daily SMS returns. Approval groups ensure both warehouse and CX teams sign off before issuing refunds.

2. Sync Approvals to Contact Records

The problem: Sales loses context on what’s been approved for each account.
The fix: Every new ApproveThis request auto-adds a Salesmsg note with:
- Approval type
- Key dates
- Decision makers

Who uses this: Medical device reps tracking FDA-approved messaging across 200+ provider accounts.

3. Opt-Out Governance

The problem: Unplanned opt-outs destroy SMS marketing ROI.
The fix: When someone unsubscribes in Salesmsg:
1. ApproveThis requires managers to categorize the reason
2. Triggers a win-back SMS if appropriate
3. Updates exclusion lists across all tools

Who uses this: Auto dealerships reducing accidental opt-outs by 62% through approval-based list management.

Setup That Takes Minutes, Not Days

Connect via Zapier in three steps:

1. Create your free ApproveThis account
2. In Zapier, choose a Salesmsg trigger (new message, opt-out, etc.)
3. Map fields to an ApproveThis approval template

Pro tip: Use ApproveThis’ calculated fields to auto-set thresholds based on Salesmsg data (e.g., message length, customer tier).

Features You’ll Actually Use

Beyond basic approvals, this integration shines with:

Vacation Delegation: Salesmsg messages auto-reassign if approvers are OOO
Approval Groups: Route high-value client requests to execs, others to junior staff
Real-Time Dashboards: See approval rates by Salesmsg campaign or team

The Bottom Line

If you’re using Salesmsg at scale, uncontrolled texting will eventually bite you. Maybe it’s a compliance miss, a costly typo, or just team chaos. ApproveThis adds just enough structure to keep the speed without the risk.

Best part? Approvers don’t need another login. They can review and decide directly from email. Because let’s be honest – getting people to adopt new tools is the real nightmare.

Next Steps

1. Register for ApproveThis (free trial, no CC)
2. Check Salesmsg’s pricing if you’re not already using it
3. Book a 15-minute demo to see custom workflows for your industry

Because nobody wants to explain to their CEO why that “urgent” discount text wasn’t actually approved.