ApproveThis manages your WildJar approvals.

When Call Tracking Meets Approval Automation

Let’s cut to the chase: if your business runs on phone calls, you’re probably sick of chasing down approvals while callers wait. Marketing teams need budget sign-offs for new campaigns. Sales ops wants deals reviewed before committing. Customer support requires manager OKs for refunds. And everyone’s stuck waiting because Karen from finance is on vacation.

That’s where ApproveThis and WildJar come in. WildJar tells you why the phone rang – tracking keywords, campaigns, and caller journeys. ApproveThis handles the who and when of decision-making. Connect them through Zapier, and you’ve got a system where approval requests trigger based on real call data, and decisions happen where your team actually works.

Why This Combo Works for Mid-Sized Companies

Forget enterprise bloat. This integration solves three specific problems for 50-5,000 employee businesses:

• Speed: Auto-create approval requests when high-value calls end
• Context: Attach call recordings/transcripts to approval forms

Example: A $2M HVAC company uses WildJar to track calls from their “24-hour emergency service” ads. When calls hit specific keywords (“no heat”, “urgent”), Zapier triggers an ApproveThis workflow that routes to on-call managers via SMS. No more waiting for email replies.

Two Killer Use Cases (That Actually Work)

1. Instant SMS Alerts for Approval Decisions

The problem: Your field team’s stuck waiting at a client site because accounting hasn’t approved the overtime request.

The fix: When an ApproveThis request gets approved/denied, WildJar fires an SMS to the field crew’s phones. No app logins required.

Real-world impact: A plumbing franchise reduced callbacks by 31% by instantly informing techs whether premium parts were approved during service calls.

2. Auto-Create Approvals from High-Stakes Calls

The problem: Sales reps promise discounts during calls that managers later veto, damaging trust.

The fix: When WildJar logs a call where “discount” is mentioned 3+ times, ApproveThis routes a deal review request to sales leadership before proposals go out.

Hidden advantage: ApproveThis approvers don’t need WildJar licenses. Perfect for agencies needing client sign-off on call-based campaigns.

Setting This Up Without IT Involvement

Zapier’s the glue here. Here’s your 4-step playbook:

1. Create Zapier triggers for either:
   - WildJar call completions (with specific filters)
   - ApproveThis approval decisions
2. Map call data to approval forms (e.g., attach caller’s location to service requests)
3. Set escalation rules in ApproveThis (like auto-approving sub-$500 requests)
4. Test with a sales lead and dispatcher before full rollout

Pro tip: Use ApproveThis’ calculated fields to auto-flag calls requiring senior approval. Example: If call duration > 10 mins AND keyword = “contract review”, route to legal.

Who Benefits Most (Besides Your Sanity)

Marketing Teams

Scenario: Your PPC agency needs client approval to increase bids on high-converting keywords. WildJar detects calls mentioning “pricing page”, triggering an ApproveThis workflow with call recordings attached. Clients approve directly from email while your team sleeps.

Sales Operations

Scenario: Deals over $50K require VP sign-off. When WildJar logs a call where the rep says “enterprise contract”, ApproveThis pings the VP via SMS with key terms from the call transcript. Decisions happen before competitors can counter.

Customer Support

Scenario: Refund requests over 15% require manager approval. Support mentions “refund” on a WildJar-tracked line? ApproveThis routes the request with the caller’s LTV and purchase history. Managers approve/deny during standup.

Why This Isn’t Just Another Integration

ApproveThis brings three things most approval tools lack when paired with WildJar:

1. Email approvals that don’t suck: Approvers can review call transcripts and approve via email without drowning in reply-all threads.

2. Vacation coverage that actually works: Auto-reassign approvals when managers are OOO – crucial for time-sensitive callbacks.

3. Thresholds based on real metrics: Auto-approve requests under $1K if the caller came from a “returning customer” campaign in WildJar.

The Bottom Line

If phone calls drive your business, but approvals slow everything down, this integration cuts the fat. You’re not just automating steps – you’re connecting the systems that actually matter to your bottom line.

Next steps:

1. Start an ApproveThis trial (takes 8 minutes)

2. Book a 15-minute demo to see WildJar call data in ApproveThis workflows

3. Or just wing it – connect your existing WildJar account via Zapier and test one approval flow

FAQ (The Quick Version)

Q: Can approvers use their personal phones?
A: Yes. ApproveThis sends SMS/email approvals – no app install needed.

Q: What if we already use Salesforce?
A: Add it to the Zap. Example: Approved in ApproveThis → Create Salesforce task → Log call details from WildJar.

Q: How’s pricing work?
A: ApproveThis charges per active user (not approvers). WildJar has call-based plans. No surprises.