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Brightcall.ai Integration

ApproveThis manages your Brightcall.ai Integration approvals.

April 17, 2025

Integration Category: Phone

When Phone Calls Meet Paperwork: Why This Combo Matters

Let's cut through the corporate jargon: approvals suck. Phone calls get lost. Emails get buried. Decisions take longer than a Netflix documentary series. But here's the thing - when you connect Brightcall.ai's call management with ApproveThis' approval automation through Zapier, you're not just fixing a process. You're giving your team superpowers.

Brightcall.ai handles the messy reality of business calls - logging conversations, tracking leads, managing dialer campaigns. ApproveThis handles the red tape - routing decisions, getting sign-offs, keeping records. Together? They turn "Hey, we need to approve this sales deal" into a system that works while your team sleeps.

How This Tag Team Actually Works

No PhD required. Here's the simple version:

1. Something happens in Brightcall (call ends, lead converts, summary gets logged)
2. Zapier tells ApproveThis: "Hey, we need eyes on this"
3. The right people approve/reject directly from email
4. Approved? Brightcall kicks off the next action automatically

The magic sauce? Approvers don't need Brightcall licenses. Your client's CFO can approve a contract renewal without learning new software. Your sales ops team can trigger follow-up calls without chasing down VPs.

Real-World Uses That Don't Feel Like Corporate BS

1. Sales Teams: Stop Leaving Money on the Table

Scenario: Your rep closes a $150k deal on a Brightcall-recorded sales call. Normally? They'd send 17 Slack messages and hope someone notices. With this setup:

  • Call ends → Auto-create approval request with recording link
  • Sales manager approves → Contract gets sent via Brightcall
  • Legal team gets parallel approval if terms change

Tech stack cred: Approval thresholds auto-route big deals to execs. Vacation coverage ensures Europe-to-US handoffs work. Real-time dashboards show which deals are stuck.

2. Customer Support: Fix Escalations Before They Blow Up

When a support call hits specific keywords ("cancel account", "legal complaint"), ApproveThis:

  • Routes to department leads based on issue type
  • Attaches call summary & recording
  • Auto-creates Brightcall callback if approved

Bonus: Calculated fields prioritize high-value accounts. Approval groups ensure billing vs. tech issues go to the right teams.

3. Procurement: Vendor Negotiations That Don't Drag On

Every vendor call gets logged in Brightcall. If negotiated pricing exceeds $10k:

- Auto-approval request to purchasing team with call highlights
- Parallel approvals from finance if over budget
- Rejected? Brightcall schedules follow-up call with vendor

Pro move: Use sequential approvals so junior buyers review first. Escalate automatically if no response in 24hrs.

Department Wins That Actually Matter

Sales Ops: From Bottleneck to Enabler

Your job just got easier. Custom workflows mean:
- New lead call → Auto-approval for discount authority
- Renewal call → Parallel legal/finance reviews
- Lost deal analysis → Mandatory approvals prevent data leaks

Customer Success: Save Relationships, Save Your Sanity

Stop playing telephone with angry clients:
- Escalated support calls → Immediate approval chains
- Credit requests → Auto-attach call recordings
- At-risk accounts → Approved retention offers trigger callback campaigns

IT/Finance: Control Without Micromanaging

Finally, visibility that doesn't require interrogating staff:
- Vendor contract calls → Mandatory dual approvals
- Budget overages → Auto-escalation with audit trail
- Software purchases → Approval thresholds based on cost

Setting This Up Without Losing Your Mind

We've seen teams get this running in 23 minutes. Here's how:

Step 1: Create a Zapier account (free tier works)
Step 2: Connect Brightcall.ai and ApproveThis
Step 3: Pick your trigger (we like "New Call" to start)
Step 4: Map these Brightcall fields to ApproveThis:
- Call recording URL → Approval attachment
- Summary notes → Request description
- Lead score → Approval threshold
Step 5: Test with a real call (protip: use your cell phone)

Common tweaks:
- Add conditional logic for different approval paths
- Set reminders to prevent approval limbo
- Use calculated fields to auto-approve small-ticket items

Why This Isn't Just Another Integration

Most app combos just move data around. This actually changes how teams operate:

For leadership: See approval bottlenecks in real dashboards. No more "I didn't get the email" excuses.
For approvers: Decide via email in 2 clicks. No login required. No hunting for context.
For doers: Automatic call logging means 79% less admin work (actual customer number).
For finance: Audit trails that show who approved what call outcome.

Ready to Stop Chasing Approvals?

Look - if you've read this far, you know the pain points. The question is whether you'll keep letting approval chaos slow you down, or fix it in an afternoon.

Start your free ApproveThis trial and connect it to Brightcall.ai before your next sales call goes unprocessed. Or book a 12-minute demo to see real customer workflows.

Pro tip: Bring your most annoying approval process. We love a challenge.

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Integrate with Brightcall.ai 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 Brightcall.ai

Suggested workflows (and their Zapier components) for Brightcall.ai

Initiate approval for new calls

Ensure that every important call logged on Brightcall receives necessary approvals promptly. This automation creates an approval request in ApproveThis whenever a new call is logged in Brightcall, ensuring swift and structured follow-ups.

Zapier Components

Brightcall.ai Logo

Trigger

New Call

Triggers when a call ends and gets logged on Brightcall Dashboard.

Action

Create Request

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

Automate call initiation for approved workflows

Streamline communication by automatically initiating calls from approved workflows. This integration ensures that whenever a new request is approved in ApproveThis, a call is created via Brightcall, facilitating immediate engagement.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Brightcall.ai Logo

Action

Create Call

Creates a Lead, calls your agent(s) and puts the first to accept through to the lead's phone number.

Create approval requests for dialer call summaries

Maintain organized records and follow-ups for call activities by generating approval requests for new dialer call summaries. This automation creates a request in ApproveThis for every new call summary received, keeping your workflow structured and actionable.

Zapier Components

Brightcall.ai Logo

Trigger

Dialer Call Summary

Triggers when a dialer call summary recieved

Action

Create Request

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