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Talkie Integration

ApproveThis manages your Talkie Integration approvals.

April 17, 2025

Integration Category: Customer Support

Two Platforms, One Competitive Advantage

When Talkie's chatbots capture leads and ApproveThis handles decision-making, businesses achieve something rare: automated conversations that actually finish the job. Unlike basic chatbot tools that dump leads into CRMs to gather dust, this integration ensures every customer interaction progresses toward resolution through structured approvals. Marketing teams qualify prospects while sales managers approve discounts in real time. Support teams escalate urgent cases without leaving the chat interface. Finance maintains control over custom quotes. All without manual follow-ups.

Talkie excels at converting visitors into leads through targeted conversations, but many businesses hit a wall when those interactions require human decisions. ApproveThis removes that friction point by embedding approval workflows directly into Talkie's chat sequences. The result? Faster deal cycles, consistent policy enforcement, and measurable accountability across teams.

Why This Integration Works for Customer-Centric Teams

Most approval tools create silos. ApproveThis amplifies Talkie's value by making approvals a natural extension of live conversations. Consider these advantages:

  • Approvers never need Talkie logins – Clients, executives, or external partners review requests via email
  • Conditional logic prevents bottlenecks – Auto-approve small discounts under $500, but escalate larger deals to directors
  • Real-time visibility – Track which chat-driven requests are pending across sales, support, and operations

Sales Teams: From Chat to Closed Deal in Hours

A Talkie chatbot qualifies a enterprise lead who requests a 20% volume discount. Instead of stalling the conversation, the "Zapier Block" triggers an ApproveThis workflow that:

  • Routes the request to the regional sales director
  • Attaches the prospect's chat transcript and CRM deal history
  • Auto-calculates margin impact using ApproveThis' calculated fields

The director approves via email within 15 minutes, and Talkie automatically sends the custom proposal – all before competitors even send a discovery call invite.

Support Teams: Escalate Without the Headache

When a high-value customer reports a critical bug via Talkie, the support bot uses ApproveThis' Zapier integration to:

  • Create an urgent approval ticket for engineering
  • Attach chat logs and error reports
  • Apply priority SLAs based on the customer's contract tier

Engineering leads get context-rich requests in their existing tools (Jira, Slack), while ApproveThis tracks response times for compliance reports.

Building Smarter Chat Flows with Approval Guardrails

Talkie's "Zapier Block" becomes a strategic control point when paired with ApproveThis' logic. Example use cases:

1. Instant Discount Authority for Field Sales

A manufacturing equipment seller uses Talkie chatbots at trade shows. When reps offer on-the-spot demo bookings, the bot:

  • Checks ApproveThis via Zapier to confirm the rep's remaining discount budget
  • Auto-approves discounts under 10%
  • Escalates larger requests to sales ops with real-time margin calculations

Result: 68% faster deal closures at controlled discount rates.

2. Compliance-Friendly Content Approvals

A healthcare provider's Talkie chatbot collects patient testimonials. Before publishing, ApproveThis:

  • Routes submissions to legal and compliance teams
  • Applies HIPAA disclosure checklists
  • Records audit trails with timestamps and comments

Implementation: No Coding, Maximum Control

Connecting Talkie and ApproveThis takes under 20 minutes:

  1. In Zapier, set Talkie's "Zapier Block Activated" as the trigger
  2. Map chat data (user email, request details) to ApproveThis fields
  3. Configure approval rules (thresholds, approvers, SLAs)

Pro Tip: Use ApproveThis' calculated fields to auto-populate deal sizes or compliance scores based on Talkie chat data.

Critical Features You'll Use Daily

Vacation Delegation: Approvers out of office? Requests automatically reroute to backups without breaking SLAs.
Approval Groups: Require consensus from IT and procurement for high-cost chatbot integrations.
Real-Time Dashboards: Monitor how many chat-originated requests are pending vs. resolved this week.

The Bottom Line for Decision Makers

Talkie drives conversations; ApproveThis drives decisions. Together, they ensure every chatbot interaction that needs human input gets it – fast, trackable, and policy-compliant. Sales teams close deals without waiting for committee approvals. Support teams escalate issues without chaotic Slack pings. Finance maintains budget control without manual spreadsheets.

Ready to eliminate approval delays in your customer journeys? Start your ApproveThis trial or explore Talkie's chatbots today. For technical details on the Zapier integration, visit Zapier's platform documentation.

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Integrate with Talkie Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Talkie

Suggested workflows (and their Zapier components) for Talkie

Create approval requests for new Talkie block activations

When a Talkie visitor reaches the Zapier block, an approval request is created in ApproveThis to review the next steps. This integration streamlines conversation workflows and ensures decisions are verified promptly. *Note: Ensure that all required approval fields are set up in ApproveThis.*

Zapier Components

Talkie Logo

Trigger

Zapier Block Activated

Triggers when the visitor reaches the "Zapier" block in a conversation.

Action

Create Request

Creates a new request, probably with input from previous steps.