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Zenvia Conversion Integration

ApproveThis manages your Zenvia Conversion Integration approvals.

April 17, 2025

Integration Category: Crm

When Messaging Meets Approvals, Magic Happens

Let's cut through the corporate fluff: if your team's still chasing approvals via Slack pings or digging through email threads to find that one "approved" message from a client, you're bleeding time. Zenvia Conversion centralizes customer conversations across WhatsApp, Instagram, and Facebook. ApproveThis automates the bureaucratic stuff. Together? They turn message chaos into tracked, auditable decisions that don't require herding cats.

Here's why mid-sized companies (especially those juggling clients or multiple departments) care: ApproveThis doesn't just rubber-stamp requests. It structures them. When connected to Zenvia via Zapier, you're building guardrails around your team's communication workflows. No more "Oops, didn't see that WhatsApp message" or "Who approved this lead?" mysteries.

Three Ways This Combo Actually Solves Problems

1. Lead Management on Autopilot

Zenvia's great at capturing leads from Instagram DMs or WhatsApp. But when a sales rep needs sign-off before offering a demo (especially for enterprise deals), things stall. With this integration:

  • New Zenvia prospect → Auto-creates an ApproveThis request
  • Sales manager approves/denies via email (no Zenvia license needed)
  • Approval triggers next steps in Zenvia (e.g., sending a contract)

Who uses this: SaaS companies with high-ticket sales cycles. Example: A new lead comes via WhatsApp asking for pricing. Instead of the AE guessing if they're qualified, ApproveThis routes the request to the sales director with lead details pre-filled. Approval takes 2 clicks. The AE gets notified to send the quote. All tracked. All timed.

2. Turning Approvals into Actionable Leads

Reverse the flow: Maybe your procurement team approves a vendor contract in ApproveThis. That "approved" trigger can create a Zenvia lead, prompting the account manager to onboard them via WhatsApp. No copying/pasting details between systems.

Who uses this: Retailers managing supplier relationships. Approved vendor? Their contact info gets pushed to Zenvia as a lead. The purchasing team sends a welcome message via Facebook Messenger with next steps. No license juggling between procurement and sales.

3. WhatsApp Messages That Actually Get Resolved

Customer sends a complaint via WhatsApp. Support agent needs manager approval to issue a refund. Instead of forwarding screenshots:

  • Zenvia detects WhatsApp message containing "refund"
  • Auto-creates ApproveThis request with message transcript
  • Manager approves → Zenvia auto-sends refund confirmation

Who uses this: Hospitality or e-commerce teams. Example: A hotel guest messages via WhatsApp asking for a late checkout. Front desk needs manager OK. Approval happens in ApproveThis, Zenvia sends the "approved" message. Time saved: 15 minutes per request. Guest satisfaction: Skyrockets.

Setup: Less Time Than Your Daily Standup

If you’ve used Zapier before, this is a 10-minute job. If not, still under 30:

  1. Create a Zapier account (they have a free tier)
  2. Choose Zenvia Conversion as the trigger app (e.g., "New Prospect Created")
  3. Pick ApproveThis as the action app ("Create Request")
  4. Map Zenvia fields to ApproveThis (name, message content, etc.)
  5. Test with a real Zenvia lead

Pro tip: Use ApproveThis' calculated fields to auto-flag high-priority leads. Example: If a Zenvia prospect mentions "urgent" in their message, calculate a priority score and route to senior managers.

Why This Isn't Just Another Integration

Most approval tools make you choose between speed and control. ApproveThis adds layers Zenvia can't:

For Sales Teams:

Approval thresholds let regional managers auto-approve discounts up to 15%, anything higher goes to the VP. Connect this to Zenvia: When a rep negotiates via WhatsApp, the system checks if it’s within budget before finalizing.

For Customer Support:

Vacation delegation stops requests from rotting in an inbox. If the support manager’s OOO, ApproveThis reroutes Zenvia escalation requests to their deputy. No "Sorry, I was offline" delays.

For Finance:

Conditional logic in approval chains. Example: Zenvia leads from Partner A always need CMO approval. Partners B-D go to sales directors. All tracked for audit trails.

The Cool Stuff Nobody Talks About

External approvers don't cost you a dime. Clients can approve project plans via email without needing a Zenvia login. Legal hates this (they love paperwork), everyone else loves the speed.

Real-time tracking = fewer status meetings. See which Zenvia leads are stuck in approval limbo. ApproveThis dashboard shows who’s sitting on requests. Passive-aggressive Slack reminders optional.

Compliance without the headache. Automatically archive approved/denied requests with Zenvia message logs. Useful for industries where message audits matter (healthcare, finance).

“But We Already Have Approvals in [Other Tool]”

Yeah, and how's that working? If your current process involves:

  • Approvers missing requests buried in notifications
  • Zero visibility into approval bottlenecks
  • External partners who can’t figure out your CRM

…then you’re using a task management tool, not an approval system. ApproveThis is built for decisions, not just tasks. Pair that with Zenvia's messaging power, and you've got a combo that actually scales.

Ready to Stop Losing Requests in the Void?

This isn't about flashy tech. It's about fixing the approval black holes that cost you deals, customer trust, and hours of productivity. If you're using Zenvia Conversion, adding ApproveThis via Zapier is like giving your team a bureaucratic superpower.

Get started with ApproveThis (free trial available), or book a demo to see the Zenvia integration live. Your future self, drowning in fewer approval emails, will thank you.

P.S. If you’re still manually forwarding Zenvia messages for sign-off, we’re judging you. Gently. But still judging.

🥳

Integrate with Zenvia Conversion 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 Zenvia Conversion

Suggested workflows (and their Zapier components) for Zenvia Conversion

Create approval requests for new Zenvia Conversion prospects

Simplify lead management by automatically creating approval requests in ApproveThis for every new prospect created in Zenvia Conversion. This automation ensures each new lead gets reviewed and approved, maintaining document tracking and reducing oversight.

Zapier Components

Zenvia Conversion Logo

Trigger

Prospect Created

Triggers when a new prospect is created. Leads that are merged into existing prospects won't trigger this.

Action

Create Request

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

Generate leads in Zenvia Conversion from new approval requests

When a new request is recorded in ApproveThis, automatically create a matching lead in Zenvia Conversion. This efficiency lets you act on requests immediately, turning approvals into actionable leads without manual duplication.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Zenvia Conversion Logo

Action

Create Lead

Creates a new Lead.

Create approval requests for received WhatsApp messages

Set up automatic approval workflows in ApproveThis when important WhatsApp messages are received in Zenvia Conversion. This ensures that critical customer interactions can trigger an appropriate follow-up or decision-making process.

Zapier Components

Zenvia Conversion Logo

Trigger

WhatsApp Message Received

Triggers when the business receives a WhatsApp message.

Action

Create Request

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