ApproveThis manages your HelpCrunch Integration approvals.

When Customer Support Needs Backup

Let's be real - customer support teams are stuck between angry users and internal red tape. HelpCrunch handles the frontline with live chat and CRM tools, but what happens when agents need approvals for refunds, feature requests, or escalating issues? That's where most teams hit a wall: CC'ing managers in emails, Slack pings getting buried, and customers left waiting.

ApproveThis plugs directly into HelpCrunch via Zapier to turn those "Hey, can I get a sign-off on this?" moments into tracked workflows. We're talking automated approval chains that kick off based on chat triggers, real-time status updates, and all without making approvers log into yet another system.

Why This Combo Doesn't Just "Work" - It Actually Fixes Stuff

HelpCrunch organizes customer conversations. ApproveThis organizes the decisions that come out of them. Together, they solve three big headaches for scaling companies:

• No more approval black holes: Chats requiring decisions get automatically routed as approval requests with deadlines
• External clients can approve without HelpCrunch logins: Vendors or customers review/approve directly via email

Example: A SaaS company's support team uses HelpCrunch to handle 500+ weekly chats. When enterprise clients request custom configurations, agents normally have to manually email their solutions team. With the integration, any chat tagged "custom config" auto-creates an ApproveThis request routed to engineering leads. Approvers get it in email, click approve/deny, and the agent gets notified in HelpCrunch without switching tabs.

Use Cases That Don't Suck (Seriously)

1. Escalating High-Stakes Chats Before They Blow Up

The Zap: New HelpCrunch chat → Create ApproveThis request
Who Cares: Customer support leads, account managers
Real World Fix: A fintech company triggers approval requests whenever chats mention "chargeback" or "fraud." These auto-route to their risk team with a 4-hour SLA. Approvers get SMS + email alerts. If no one responds in time, ApproveThis escalates to the department head automatically.

2. Turning Approved Requests into CRM Gold

The Zap: New ApproveThis request → Create HelpCrunch customer
Who Cares: Sales ops, growth teams
Real World Fix: A B2B equipment seller uses approval requests for custom quotes. Once approved, ApproveThis auto-creates a HelpCrunch customer profile with the quote details. Their sales team gets notified to start a targeted email campaign through HelpCrunch, cutting lead response time by 65%.

3. Closing the Loop on Support Conversations

The Zap: HelpCrunch chat closed → Create approval request for follow-up
Who Cares: Support managers, CX teams
Real World Fix: An e-commerce company auto-generates NPS surveys after chat closures. If a customer scores below 7, ApproveThis routes a "recovery approval" to a senior support agent. They have 24 hours to approve a discount offer or personal follow-up before the customer gets a generic survey thank-you.

Setting This Up Without Losing Your Mind

If you can make a sandwich, you can connect these tools:

1. Create a Zapier account (they have a free tier)
2. Choose your trigger in HelpCrunch (new chat, closed chat, etc.)
3. Select ApproveThis as the action app
4. Map chat data to approval request fields (takes 2 minutes)

Pro tip: Use ApproveThis' calculated fields to auto-prioritize requests. Example: If a HelpCrunch chat contains "urgent" or "downtime," calculate a priority score that routes it to a high-level approval group.

Teams That Actually Benefit (Not Just "Businesses")

Customer Support

Reduce escalations getting stuck in email. ApproveThis adds accountability with deadlines and escalation paths. If an approver's OOO, vacation delegation auto-reassigns the request.

Sales & Account Management

Speed up contract approvals tied to HelpCrunch interactions. Example: When a prospect in HelpCrunch asks about enterprise pricing, auto-create an approval request for legal to review NDAs before sending quotes.

Operations

Track approval metrics across teams. The ApproveThis dashboard shows how long finance takes to approve refunds triggered from HelpCrunch, or which managers bottleneck feature request approvals.

Why This Isn't Just Another Integration

Most approval tools make you choose between flexibility and control. ApproveThis handles both through features like:

• Approval thresholds: Auto-approve refunds under $50, escalate anything over $1k
• Conditional logic: Route feature requests from enterprise clients to product leads, others to support managers

Example: A healthcare company uses HelpCrunch for patient support chats. If a patient requests a medication refill, ApproveThis checks their eligibility via calculated fields and either auto-approves or routes to a doctor. All without exposing PHI to non-clinical staff.

No, Really – Your Approvers Don't Need Another Login

This matters when dealing with external partners or clients. ApproveThis sends approval emails with secure links to approve/reject. The approver never needs a HelpCrunch license or ApproveThis account. Audit trails still track who approved what and when.

How to Not Screw This Up

Do:
- Start with one high-impact workflow (e.g., refund approvals)
- Use HelpCrunch tags to trigger specific approval types
Don't:
- Try to automate every approval day one
- Forget to set escalation rules for stuck requests

Ready to Stop Herding Approval Cats?

If your teams are using HelpCrunch, you're already managing conversations. Now manage the decisions that come from them. Sign up for ApproveThis and connect it in Zapier before your next all-hands complaint session about "broken processes." Or schedule a demo to see how approval thresholds can auto-resolve 30% of your requests.