ApproveThis manages your Infobot approvals.

Why Approval Automation Matters Now

Businesses lose hours every week chasing down approvals. A marketing team waits three days for legal to review a campaign disclaimer. A sales rep misses a deal because procurement hasn’t signed off on custom pricing. These delays aren’t just frustrating—they cost money.

ApproveThis fixes this by turning chaotic email chains and sticky notes into structured workflows. But when you combine it with Infobot, an AI chatbot that captures critical data during customer interactions, something shifts. You’re not just automating approvals—you’re embedding them directly into the moments that matter.

Where Infobot Ends and ApproveThis Begins

Infobot excels at engaging website visitors, qualifying leads through conversational AI, and gathering data. But when a decision needs human input—like approving a discount for a high-value lead or validating a custom order request—that’s where ApproveThis takes over.

Here’s the gap this integration bridges: Infobot captures the what (a lead’s request for a demo, a customer’s special order), while ApproveThis handles the who and when (routing the request to the right person, escalating if deadlines pass). Together, they turn real-time interactions into actionable workflows without manual handoffs.

Key Integration Benefits

For sales teams: Speed up deal cycles by automatically routing custom pricing requests from Infobot chats to approvers. A sales rep at a SaaS company could secure a 20% discount approval for an enterprise lead while the prospect is still on the website.

For operations: Validate high-risk requests upfront. A manufacturing firm’s Infobot could collect custom part specifications from a client, then trigger an engineering review in ApproveThis before accepting the order.

For finance: Automate compliance. When Infobot detects a refund request exceeding $500, ApproveThis routes it to a manager instead of auto-approving.

Two Real-World Use Cases (And Why They Work)

1. Lead Qualification Without the Wait

The problem: Marketing teams using Infobot to capture leads often lose momentum waiting for sales managers to vet high-priority accounts. Manual follow-up creates bottlenecks.

The fix: When Infobot identifies a lead from a target company (e.g., via job title or budget questions), ApproveThis instantly notifies the sales director via email. They approve/deny in one click, triggering a personalized Infobot follow-up.

Who wins: A cybersecurity company used this to reduce lead response time from 48 hours to 90 minutes. Sales reps received pre-approved leads with all chatbot conversation history attached.

2. Dynamic Data Collection for Complex Approvals

The problem: Approvers often reject requests due to missing details—like a project timeline or budget code. Back-and-forth emails delay decisions.

The fix: When a new request starts in ApproveThis (e.g., a travel approval), Infobot messages the employee via Slack or Teams to collect missing data. The chatbot uses predefined scripts to ask precise questions, then updates the approval request automatically.

Who wins: A consulting firm eliminated 75% of approval revisions by using Infobot to gather project codes and client PO numbers before routing requests to finance.

Setup: Three Steps, No Code

1. Connect via Zapier: Create a Zapier account (if you don’t have one) and connect both apps. ApproveThis offers pre-built templates for Infobot integrations.

2. Map your triggers: Choose when ApproveThis should act—like when Infobot captures a lead requiring manager review. Use dropdowns to link data fields (e.g., Infobot’s “Company Size” to ApproveThis’s “Approval Threshold”).

3. Test with real data: Run a test by submitting a sample Infobot conversation. ApproveThis should generate a request with all relevant details. Adjust field mappings if needed.

Why Teams Choose This Combo Over Built-In Tools

Many CRMs and project tools have basic approval features. But they lack two things ApproveThis provides:

• External approver access: Vendors or clients can approve requests via email without needing a license for your internal systems. A construction company shares subcontractor invoices for approval without granting software access.
• Conditional logic: If Infobot detects a “rush order” during a chat, ApproveThis can skip junior approvers and route straight to the VP. Rules adapt based on real-time data.

Critical Features You’ll Actually Use

Approval thresholds: Auto-approve requests under $1K from Infobot leads with “decision-maker” job titles. Escalate others.

Vacation delegation: If an approver is OOO, requests reroute instantly. No more “Waiting for John” statuses.

Calculated fields: Automatically apply volume discounts during approvals. If Infobot captures an order quantity over 100 units, ApproveThis adjusts pricing and routes for review.

Who Needs This Integration?

Marketing agencies: Approve client content calendars or campaign budgets directly from Infobot lead conversations.

Healthcare providers: Validate patient insurance details collected by Infobot before scheduling appointments.

IT teams: Automate software access requests. Infobot gathers user needs, ApproveThis routes to security for approval.

Limitations to Know

This isn’t a magic button. You’ll need to:

• Define clear rules: Map out which Infobot interactions require approvals. Over-automating annoys teams.
• Train approvers: Ensure they understand how to review requests from email or mobile. A 5-minute tutorial prevents delays.

Getting Started

Start with one workflow. Example: Use Infobot to collect employee expense reports, then trigger ApproveThis for manager sign-off. Measure time saved versus manual methods.

Ready to eliminate approval bottlenecks? Register for ApproveThis or schedule a demo to see live Infobot integrations.