ApproveThis manages your Switchboard approvals.

Two Platforms, One Competitive Edge

When customer experience drives revenue, businesses need tools that eliminate bottlenecks without sacrificing oversight. ApproveThis and Switchboard solve two critical challenges: Switchboard powers personalized SMS/MMS/video outreach at scale, while ApproveThis ensures every decision – from budget approvals to data validation – happens fast. Together, they create a closed-loop system where customer interactions trigger approvals and approvals update customer records automatically.

Marketing teams gain speed without losing control. Sales reps keep CRM data accurate without manual entry. Operations leaders maintain compliance as they scale. Let’s explore how this integration turns customer engagement into a precision engine.

Where Switchboard Ends, ApproveThis Begins

Switchboard excels at managing high-volume communications, but customer-facing teams often hit roadblocks:

• New contacts added by sales reps require manager validation before campaigns launch
• Approval decisions (discounts, contract terms) aren’t automatically logged in customer profiles

ApproveThis fills these gaps with:

• Conditional Approval Paths: Route requests based on deal size, region, or customer tier
• Audit-Ready Logs: Every approval/denial time-stamped with comments
• No License Overhead: External partners approve via email without Switchboard access

A manufacturing company, for example, uses Switchboard to update distributors via SMS. With ApproveThis integrated, any pricing exception request from a distributor automatically routes to the regional sales director. Approved discounts update the distributor’s Switchboard profile, triggering a personalized confirmation SMS – all without manual data entry.

Real-World Workflows: Beyond Theory

Use Case 1: Validating High-Value Leads

The Problem: Marketing teams using Switchboard for SMS campaigns risk sending offers to unvetted leads. Manual approval checks slow launch timelines.

The Integration: When a new "Enterprise Tier" contact is added in Switchboard, ApproveThis:

1. Routes lead details to the CMO for budget approval
2. Escalates to CFO if offer exceeds $50K
3. Auto-updates Switchboard with approval status, segmenting approved leads into a campaign

Who Benefits: B2B SaaS companies reduce wasted spend on unqualified leads while accelerating outreach to decision-makers.

Use Case 2: Compliance-Driven Updates

The Problem: Healthcare providers using Switchboard for patient reminders must log consent approvals. Manual processes create compliance risks.

The Integration: When a patient opts into SMS via Switchboard, ApproveThis:

1. Routes consent forms to compliance officers
2. Locks down Switchboard contact edits until approved
3. Archives approval certificates with patient records

Who Benefits: Regulated industries maintain audit trails while keeping communication workflows agile.

Technical Setup: Simpler Than You Think

Using Zapier, connect ApproveThis and Switchboard in three steps:

1. Trigger: Select a Switchboard event (New Contact, Profile Update)
2. Action: Map contact data to ApproveThis’ custom fields
3. Test: Send a test contact to verify routing logic

Pro Tip: Use ApproveThis’ Calculated Fields to auto-determine approval paths. Example: If a Switchboard contact’s "Lifetime Value" field exceeds $10K, route to the VP instead of a manager.

Team-Specific Wins

Marketing: Campaigns That Comply

Launch SMS blitzes faster by embedding legal approvals into your Switchboard workflow. ApproveThis’ Threshold Rules auto-approve standard offers while flagging exceptions for review. Result? 24-hour campaign turnarounds instead of weeks.

Sales: Discounts Without Delay

When reps propose deals in Switchboard, ApproveThis routes them based on Approval Groups. Regional managers approve up to 15% discounts; anything higher goes to the CRO. Approved deals auto-update Switchboard, triggering a "Special Offer Sent" alert.

Customer Success: Renewals Made Right

CSMs using Switchboard for renewal outreach can trigger contract approval workflows. Vacation Delegation ensures no approval sits idle – if a VP is out, requests go to their deputy automatically.

Why This Pairing Outperforms

Alternatives like Jira Service Management or Asana lack Switchboard’s communication depth. Native approval features in CRMs often can’t handle multi-tiered workflows. ApproveThis complements rather than replaces:

Scenario: A logistics company uses Switchboard to notify clients about delayed shipments. Their Account Execs propose discounts via SMS. With ApproveThis:

• Discount requests route based on client spend history
• Approved offers are logged in Switchboard for future reference
• Denials trigger alternative SMS templates (e.g., loyalty points instead)

This level of conditional logic isn’t feasible with basic CRMs or project tools.

Getting Started: No Coding, Just Clarity

To implement:

1. Sign up for ApproveThis (14-day trial)
2. Connect to Switchboard via Zapier
3. Build your first Zap using the templates above

For complex workflows (multi-region approvals, compliance archiving), request a demo. Our team will craft a custom proof-of-concept using your Switchboard data.

The Bottom Line: Speed Meets Control

ApproveThis + Switchboard isn’t about replacing human judgment – it’s about eliminating the grunt work that slows decisions. When every approved request automatically updates customer profiles and every denial triggers an alternative action, teams focus on relationships, not paperwork.

In a world where 64% of customers expect real-time responses, delays from manual approvals cost revenue. This integration ensures your team moves as fast as your customers do.