ApproveThis manages your Call Loop 2.0 Integration approvals.

Why Combine Approval Workflows With SMS and Voice Broadcasts?

Let’s cut to the chase: approvals suck when they’re slow. And mass communication tools suck when they’re disconnected from your actual decision-making process. That’s why pairing ApproveThis (your approval sheriff) with Call Loop (your messaging gunslinger) through Zapier isn’t just smart – it’s borderline survivalist for mid-sized companies juggling multiple teams, clients, and regulatory requirements.

Think about it: 87% of employees deal with approval bottlenecks weekly. Meanwhile, 64% of customers expect real-time updates via text. You’re not just connecting two apps here – you’re bridging the gap between internal decision-making and external communication. No more “Hey, did marketing approve that SMS blast?” emails. No more clients left wondering if their request fell into a black hole.

The Nuts and Bolts of This Power Couple

ApproveThis handles the bureaucratic heavy lifting with features like multi-step approvals, automatic escalations, and email-based sign-offs. Call Loop delivers the comms muscle with SMS, MMS, and voice broadcasts. Together via Zapier, they create closed-loop systems where approvals trigger messages and contact updates trigger approval requests. The kicker? Approvers don’t need Call Loop licenses – crucial when working with external partners or frugal finance teams.

Key Features That Make This Integration Pop

For ApproveThis: Conditional approval thresholds that auto-approve small expenses but escalate big spends. Vacation delegation so campaigns don’t die because Karen from legal is on safari. Real-time dashboards that show exactly who’s sitting on requests.

For Call Loop: Bulk SMS with open/response tracking. Voice broadcasts that don’t sound robocall-cheap. Contact list management that actually syncs with your approval outcomes.

Real-World Use Cases That Don’t Feel Like Corporate Fan Fiction

1. Marketing Campaigns That Don’t Require Mind Reading

Picture this: Your team adds 500 new leads to Call Loop after a trade show. Normally, this would trigger a week-long email chain about budget approval for follow-up texts. With the integration:

- New Call Loop contacts automatically create ApproveThis requests
- CMO approves directly from email during her commute
- Approved contacts immediately get added to drip campaigns
- Denied leads get flagged for sales review

Actual result: 22-hour turnaround instead of 5 business days. And zero “Did we get approval?” slack messages.

2. Client Onboarding That Doesn’t Make You Look Amateur

Customer success teams using Call Loop for onboarding updates can:

- Trigger approval requests when clients are added to VIP lists
- Auto-send contract confirmation texts after legal approval
- Escalate unresponsive approvers via voice broadcast after 24 hours

Bonus: Use ApproveThis’ calculated fields to auto-approve standard NDAs but flag custom contracts over $50k.

3. Emergency Operations That Actually Operate

Manufacturing company example:
Machine down-time alert → Maintenance request in ApproveThis → Manager approves overtime via SMS reply → Call Loop notifies all shift workers via voice broadcast within 11 minutes.

This isn’t sci-fi – it’s using approval thresholds and Zapier’s 15-minute trigger checks.

Setup That Won’t Require an IT Ticket

1. Create a Zapier account (free tier works)
2. Connect ApproveThis and Call Loop
3. Pick your triggers:
- New/updated Call Loop contacts → ApproveThis request
- Approved requests → Call Loop SMS blast
4. Map custom fields (e.g., “Contact Phone” to “Approver Mobile”)
5. Test with your CEO’s number (kidding... mostly)

Pro tip: Use ApproveThis’ approval groups to parallel-process high-volume requests from Call Loop lists without creating bottle necks.

Department-Specific Wins That Actually Matter

Sales Teams

Auto-approve discount requests under 10% via ApproveThis thresholds. Anything higher triggers SMS alerts to sales directors. Approved deals automatically texted to clients via Call Loop with e-signature links.

HR & Recruitment

Mass-approve standard offer letters through ApproveThis’ bulk processing. Use Call Loop to text candidates their start date the second HR greenlights background checks. New hires get added to onboarding broadcasts without manual entry.

Finance Departments

Expense reports over $1k auto-escalate to controllers. Once approved, Call Loop texts AP to process payments. Denied requests trigger voice broadcasts explaining missing docs. All without Excel hell.

The Unspoken Perks Your CFO Will Love

- No duplicate licenses: Approvers only need ApproveThis access, even when acting on Call Loop data
- Audit trails: Every SMS sent ties back to an approved request with timestamps
- Compliance made less awful: Automatically archive denied requests and their associated comms
- Scale without chaos: Handle 5x more approvals and messages without hiring coordinators

When to Use This Integration (And When Not To)

Do:
- Coordinate between internal teams and external clients
- Manage high-volume, time-sensitive approvals
- Reduce CC/BCC email avalanches
- Track compliance across comms and decisions

Don’t:
- Replace your CRM (that’s not what this is)
- Automate sensitive health/financial data without consulting legal
- Expect it to fix fundamentally broken processes (we streamline, not perform miracles)

Bottom Line: This Isn’t Just Another “Integration”

Approvals and mass communication are the two most bureaucratic parts of any mid-sized company. Leave them disconnected, and you’re basically paying people to forward emails all day. Connect them through Zapier, and you’ve got a system where:

- Decisions automatically trigger relevant comms
- Contacts stay updated without manual entry
- Everyone from interns to execs stays in their lane

ApproveThis + Call Loop isn’t about chasing shiny automation – it’s about eliminating the crap work that makes people hate process-driven companies.

Ready to stop herding approval cats? Register for ApproveThis or book a 12-minute demo. We’ll even help set up your first Call Loop zap.