ApproveThis manages your Heyy Integration approvals.

Why Bother Connecting These Two?

Let’s cut to the chase: if your team uses Heyy for customer comms and ApproveThis for approvals, you’re sitting on a goldmine of efficiency you’re probably not using. Heyy’s great at wrangling tickets, WhatsApp messages, and contacts. ApproveThis? It’s the muscle that gets decisions made without endless Slack threads. Together, they turn “Hey, can someone approve this?” into “Done. What’s next?”

Here’s the kicker: ApproveThis doesn’t make your approvers jump through hoops. They don’t need a Heyy license to review requests – just email access. That means you can loop in clients, contractors, or execs without buying extra seats. Meanwhile, Heyy keeps doing what it does best: managing conversations without chaos.

Three Ways This Combo Actually Works (No Fluff)

1. Auto-Escalate Critical Tickets

Picture this: Your support team gets a Heyy ticket asking for a 30% refund. Your reps can’t approve that – needs a manager. But the manager’s in back-to-backs. Without this integration, that ticket collects dust. With it? Heyy triggers an ApproveThis workflow the second the ticket hits. The manager gets an email, taps “approve” from their phone, and the rep gets instant clearance to process it.

Who cares? E-commerce teams handling returns. SaaS companies dealing with upgrade requests. Basically, any team where frontline staff need quick approvals to keep customers happy.

2. Keep Client Records Sharp

Sales team approves a custom deal through ApproveThis. Normally, someone would have to manually update Heyy’s contact info with the new terms. With the integration? Approved deals automatically push updates to Heyy contacts. No copy-paste errors. No “I thought you did it” moments.

Real-world usage: Account managers handling contract renewals. Customer success teams approving feature access. Keeps client records in Heyy accurate without busywork.

3. Stop Playing Compliance Roulette

When sensitive WhatsApp messages hit Heyy (think: legal queries, compliance issues), you need paper trails. This integration forces approvals for specific message types. Compliance officer gets the request, reviews it, and their decision gets logged in both systems. No more “I didn’t see that message” excuses.

Perfect for: Financial services teams handling client complaints. Healthcare orgs managing patient data requests. Any industry where message oversight isn’t optional.

Setting This Up Without Losing Your Mind

If you can make a sandwich, you can set this up:

1. Grab a Zapier account (free tier works)
2. Create a new Zap with Heyy as the trigger
3. Pick your event (new ticket, WhatsApp message, etc.)
4. Connect ApproveThis as the action
5. Map Heyy’s data to your approval template

Pro tip: Use ApproveThis’s calculated fields to auto-flag high-risk requests. Example: If a Heyy ticket mentions “refund” and the amount exceeds $500, route it straight to your CFO.

Why Your Teams Will Actually Like This

Support Teams: Less Waiting, More Doing

Frontline staff get decisions faster because approvers aren’t buried in Heyy tickets. Approval thresholds mean small requests auto-approve – no more bothering managers for $10 refunds. Vacation delegation stops approvals from piling up when someone’s OOO.

Sales Ops: No More Stale Deals

Custom approval chains ensure contracts get reviewed by legal before going out. When deals get approved, Heyy contacts update automatically – crucial for teams using Heyy’s workflows to trigger follow-ups.

Compliance Officers: Sleep Better

Every sensitive message that needs review gets logged in ApproveThis. Audit trails show who approved what, when. Conditional routing means urgent compliance flags skip the queue.

Features You’ll Actually Use (No Jargon)

ApproveThis isn’t just another approval tool. These matter when paired with Heyy:

• Email approvals: Approvers don’t need another login. Click approve/reject in their inbox.
• Thresholds: Auto-approve small stuff (e.g., under $100 refunds), escalate big asks.
• Calculated fields: Automatically flag high-risk requests based on Heyy data.

Bottom Line: This Isn’t Just “Integration”

It’s about cutting the 20% of tasks that cause 80% of your delays. Heyy keeps conversations flowing. ApproveThis keeps decisions moving. Together, they make sure customer issues don’t die in approval purgatory.

If you’ve got multiple teams needing sign-offs (and let’s be real – who doesn’t?), this combo turns bottlenecks into throughput. No more herding cats for approvals. No more outdated records causing screwups.

Ready to stop losing requests in the shuffle? Get started with ApproveThis or book a demo to see how it plays with Heyy. Your future self (the one who leaves work on time) will thank you.