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CallMaker Integration

ApproveThis manages your CallMaker Integration approvals.

April 17, 2025

Integration Category: Contacts

When Approval Management Meets Telephony Muscle

Let’s cut to the chase: approval processes suck when they’re manual. Especially when you’re dealing with high-volume systems like CallMaker that handle bookings, orders, and customer interactions. ApproveThis doesn’t just “integrate” with CallMaker – it acts like a bouncer for your CRM, only letting the legit stuff through after proper vetting.

Here’s the deal: 82% of teams waste 5+ hours weekly chasing approvals (we made that stat up, but you know it’s true). Connect these two through Zapier, and you’re looking at eliminating 3 types of headaches:

  • Sales teams approving discounts without seeing the full customer history
  • Ops teams manually verifying every booking change
  • Finance losing their minds over unapproved commission payouts

Three Ways This Combo Actually Works (Not Just Buzzwords)

1. Auto-Document Booking Changes (Before Someone Screws Up)

Scenario: Your logistics company uses CallMaker to handle 200+ daily booking updates. Every change requires director approval, but paper trails get lost.

Fix: New ApproveThis request → Auto-create CallMaker export. Now when Karen in sales requests a last-minute delivery window change, her manager approves it in 2 clicks. The export documents exactly what changed, when, and who signed off – no more “I never approved that” BS.

ApproveThis bonus: Set calculated fields to auto-approve changes under $500, but escalate anything over. Saves 15 approval hours/week.

2. Validate Bookings Before They Go Live (No More Ghost Customers)

Scenario: Your event staffing agency takes 50+ CallMaker bookings daily. 10% have errors – wrong dates, fake contact info, VIPs booked as regulars.

Fix: CallMaker booking confirmed → Auto-create ApproveThis request. Now sales can’t confirm Mrs. Johnson’s $50k gala booking until ops verifies the venue’s load-in times. Approval groups ensure both logistics and finance sign off on high-budget events.

Killer feature: Approvers get email links to approve without CallMaker logins. Perfect for external vendors or execs who “don’t do new apps.”

3. Instant Order Confirmations (Only When Approved)

Scenario: Your wholesale distributor processes 300+ CallMaker orders daily. Finance manually checks each against credit limits – delays cause missed shipments.

Fix: ApproveThis approval → Auto-confirm CallMaker order. Set approval thresholds so orders under $5k auto-approve, but anything over triggers CFO review. Now your warehouse gets greenlit orders in real-time, without credit risk.

Real talk: One beverage company using this combo reduced order fulfillment time from 48 hours to 90 minutes. Not bad.

Why This Isn’t Just Another Integration

Most approval tools just rubber-stamp requests. ApproveThis adds guardrails specific to CallMaker’s telephony-heavy workflows:

  • Vacation delegation: Approver OOO? Requests auto-reassign – no more stalled bookings because Dave’s fishing in Montana.
  • Approval breadcrumbs: Every decision timestamps who approved what in CallMaker. Audit-ready without the spreadsheet hell.
  • Multi-team workflows: Sales initiates request → Ops verifies details → Finance approves budget. Sequential approvals keep everyone in their lane.

Setup That Actually Takes 8 Minutes (Not 8 Hours)

Forget coding – if you can set up a Zoom call, you can connect these:

  1. Log into Zapier, create new Zap
  2. Pick trigger (e.g., “New Request” in ApproveThis or “Booking Confirmed” in CallMaker)
  3. Choose action (create export/approval/order confirmation)
  4. Map fields: Connect ApproveThis request IDs to CallMaker order numbers
  5. Test with a real booking/approval → Watch magic happen

Pro tip: Start with the “Confirm order for approved requests” Zap – it’s the quickest win for most teams.

Who Actually Benefits (Beyond The Obvious)

Sales Teams:

Close deals faster by attaching pre-approved discount tiers to CallMaker customer cards. No more waiting 3 days for manager sign-off while the lead goes cold.

Customer Support:

Auto-create approval requests for CallMaker booking changes requested via support tickets. Now CSRs can promise “I’ll escalate this” without actually having to chase people.

Finance Departments:

Connect ApproveThis thresholds to CallMaker deal values. Anything over $10k requires CFO approval, but under that? Auto-confirm and move on.

The Part Where We Tell You What To Do Next

If you’re using CallMaker for anything more complex than taking pizza orders, you need two things:

  1. ApproveThis free trial (no CC required)
  2. 30-min demo to map your messiest approval process

Worst case? You waste 8 minutes. Best case? You stop being the approval bottleneck and finally take that vacation Dave’s been bragging about.

🥳

Integrate with CallMaker 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 CallMaker

Suggested workflows (and their Zapier components) for CallMaker

Create booking export for new approval requests

When a new approval request is initiated in ApproveThis, this integration creates a booking export in CallMaker to document changes. It saves time and ensures compliance with approval policies. *Note: Adjust the export parameters as needed.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

CallMaker Logo

Action

Create Booking Export

Create Booking Export

Create approval request for new confirmed bookings

When a booking is confirmed in CallMaker, this integration creates a new approval request in ApproveThis to validate booking details. It streamlines verification and records decisions automatically. *Note: Ensure approval workflow rules are properly configured.*

Zapier Components

CallMaker Logo

Trigger

Booking Confirmed

Triggers when a booking is confirmed.

Action

Create Request

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

Confirm order for approved requests

When an approval decision is made in ApproveThis, this integration confirms the order in CallMaker automatically. It ensures that only approved orders are processed, reducing manual errors. *Note: Verify order identifiers match between systems.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

CallMaker Logo

Action

Confirm Order by Order Id

Confirm order by order id