ApproveThis manages your Intercom Integration approvals.

Why These Two Tools Belong Together

Let’s cut through the noise: approvals suck when they’re manual. Especially when your customer support team is juggling Intercom conversations while trying to get internal sign-offs. That’s where ApproveThis comes in – it’s like adding nitrous to Intercom’s engine. Together, they turn “Hey, can someone approve this?” into a process that actually works instead of something that works… eventually.

The Business Case for Not Being Slow

When you connect Intercom (your customer communication hub) with ApproveThis (the approval sheriff), you’re not just automating workflows. You’re preventing these scenarios:

• Sales leads rotting in inboxes while waiting for manager approval
• Support teams missing SLAs because legal hasn’t signed off on a response
• Customer success managers playing phone tag to get pricing exceptions approved

For companies between 50-5,000 employees, this isn’t about saving minutes – it’s about removing the approval-shaped anchor dragging down your customer experience.

Real-World Use Cases That Don’t Suck

1. Lead Qualification Without the Paperwork

Here’s the play: When a lead drops their email in Intercom (via chat, forms, whatever), Zapier triggers an approval request in ApproveThis. Your sales team gets an email they can approve/reject without logging into anything. Approved leads get tagged in Intercom; rejected ones get automated follow-ups.

Who this helps: SaaS companies running free trials. Instead of sales reps begging managers for approval to pursue an enterprise lead, it becomes a two-click process. Bonus: Approvers don’t need Intercom licenses – perfect for external investors or cross-company deals.

2. Customer Support That Doesn’t Require Mind Reading

Picture this: A customer replies in Intercom asking for a contract change. Zapier creates an approval request that routes to legal AND finance automatically. While they’re reviewing, the support agent sees “Pending Approval” in Intercom. No more “I’ll get back to you” limbo.

Pro move: Use ApproveThis’ calculated fields to auto-approve requests under $500. Suddenly 60% of your support exceptions get handled before anyone even notices.

3. Approval Receipts (Because Trust Is Built on Paper Trails)

When an approval gets denied in ApproveThis, Zapier adds an Intercom note with the reason. Next time sales tries to approve that sketchy discount? The full history’s right there. This is compliance team catnip.

Department-Specific Wins

Customer Support Teams

No more switching between Intercom and 17 tabs to get approvals. Agents stay in their workflow while ApproveThis handles the backchannel negotiations. Vacation delegation means approvals don’t stall when Karen from legal is on PTO.

Sales Organizations

New lead comes in via Intercom? Approval requests fire to both the sales manager and product team for technical vetting. Use sequential approvals so product weighs in first – stops sales from promising features that don’t exist.

Finance & Legal

Set approval thresholds to auto-approve small NDAs but escalate anything over $50k. All decisions get logged in Intercom as notes, creating an audit trail that’s actually usable.

Setting This Up Without Losing Your Mind

Here’s the 3-step no-BS guide:

1. Connect the dots in Zapier: Create a Zap that starts with Intercom triggers (new lead, reply, etc.) and ends with ApproveThis actions.
2. Build your approval rules: In ApproveThis, set up workflows with conditions like “Route all discount requests over 15% to CFO + Legal.”
3. Test with real data: Use Intercom’s sandbox and ApproveThis’ test mode to simulate edge cases before going live.

Pro tip: Use ApproveThis’ email approvals so external partners can approve stuff without another login. They’ll think you’re a wizard.

The Unsexy Benefits You’ll Learn to Love

Beyond the obvious time savings, this combo solves problems you didn’t know you had:

Approval archaeology: Search all past Intercom conversations with attached approval decisions. Perfect for contract renewals or compliance audits.

Escalation insurance: If an approver ghosts (we all have that one VP), ApproveThis auto-reassigns after a set time. No more stalled deals.

Budget babysitting: Dynamic fields in ApproveThis can calculate deal profitability in real-time during approval. Stops your team from accidentally approving money-losing contracts.

Common Objections (And Why They’re Dumb)

“We already have Jira/Asana for approvals!” Cool. Now imagine those approvals actually matching your business rules instead of being glorified to-do lists.

“Our process is too complex.” ApproveThis handles multi-step, conditional, and consensus-based approvals. If you can whiteboard it, it can automate it.

“We don’t want another tool.” News flash – your team already uses Intercom. This just makes it work better without requiring new logins.

Bottom Line

ApproveThis + Intercom via Zapier isn’t about doing more – it’s about finally doing what you promised. Faster responses. Smarter approvals. Fewer “I thought you handled that” moments.

If your approval process still involves Slack pings and missed emails, you’re not just slow – you’re risking deals and customer trust. Fix it before your competitor does.

Get started with ApproveThis or schedule a demo to see how it works with your Intercom setup. No sales bingo – just 15 minutes that might save your team 15 hours a week.