ApproveThis manages your LiveConnect Integration approvals.

Why These Two Tools Belong Together

Let’s get real: nobody wants another Zoom call to approve a refund request or sign off on a sales discount. That’s where ApproveThis and LiveConnect come in. One’s built to kill approval bottlenecks, the other’s designed to manage customer conversations across every channel. Connect them via Zapier, and you’ve got a system where customer messages trigger approval workflows – and approved decisions trigger follow-up actions – without anyone chasing down signatures in Slack.

The Business Case for Not Wasting Time

LiveConnect helps teams manage customer chats across email, SMS, and social media. ApproveThis handles the bureaucratic stuff – expense sign-offs, contract approvals, purchase requests. Together, they solve two problems:

• Customer-facing teams get instant guardrails. Think: auto-escalating refund requests over $500 or routing contract changes to legal before replying.
• Operations teams stop playing switchboard operator between departments. Approved decisions automatically update conversations, close tickets, or trigger next steps.

And here’s the kicker: approvers don’t need a LiveConnect license. Clients, contractors, or execs can review requests via email while your team keeps working in LiveConnect.

Real-World Use Cases (No Fluff Included)

1. Customer Support That Doesn’t Beg for Permissions

Scenario: A high-value client messages your support team in LiveConnect asking for a 20% discount renewal. Your reps can’t approve that themselves – but they also can’t afford to wait 3 days for a VP’s response.

The Fix: Zapier auto-creates an ApproveThis request when LiveConnect detects keywords like “discount” or “contract renewal.” The request routes to the right decision-maker based on deal size, with deadline reminders. Once approved, LiveConnect automatically sends the updated offer.

Who this helps: Support teams at SaaS companies or agencies where client retention depends on quick, auditable decisions.

2. Sales Proposals That Don’t Leak Revenue

Scenario: Your sales reps love LiveConnect’s live chat for closing deals. But sometimes they promise custom terms that devolve into margin-killing scope creep.

The Fix: Any LiveConnect conversation tagged “#customquote” triggers an ApproveThis workflow. Legal reviews contract language, finance checks pricing, and the deal only moves forward when both approve. Bonus: ApproveThis’ calculated fields auto-flag discounts that exceed quarterly budgets.

Who this helps: Sales orgs in manufacturing or consulting where proposals often require cross-departmental review.

3. Escalations That Actually Get Resolved

Scenario: A pissed-off customer messages your team threatening to cancel their subscription. The rep needs to offer a retention incentive – fast – but doesn’t know what’s allowed.

The Fix: LiveConnect conversations marked as “urgent” or “churn risk” create ApproveThis requests with a 2-hour SLA. Approvers get SMS and email alerts. If no one responds in time, ApproveThis escalates it up the chain based on predefined rules.

How to Set This Up Without an IT Degree

Connecting LiveConnect and ApproveThis takes about 15 minutes if you’ve used Zapier before. Here’s the cheat sheet:

1. Pick your trigger: In Zapier, choose whether approvals start from LiveConnect messages (“New Conversation”) or Approved requests update LiveConnect (“New Request”).
2. Map critical fields: Pull customer names, message content, or deal values from LiveConnect into ApproveThis’ approval forms. No one wants to approve blind.
3. Set your thresholds: Use ApproveThis’ rules to auto-approve small requests (e.g., refunds under $100) and only escalate bigger ones.
4. Test with a real request: Send a LiveConnect message that should trigger an approval. If it works, activate the Zap.

Pro tip: Use ApproveThis’ vacation delegation feature so requests don’t stall when approvers are OOO.

Why This Combo Beats “All-in-One” Tools

Most CRM platforms have built-in approval features. But let’s be honest: they’re either too rigid for real-world edge cases or so complex that teams ignore them. Here’s how ApproveThis + LiveConnect stack up:

• External approvers don’t need logins: Clients can review contract changes via email without getting added to your LiveConnect plan.
• Conditional logic that matters: Route requests based on deal size, customer tier, or urgency – not just job titles.
• Audit trails that won’t make you cringe: Every decision is timestamped, with comments and version history. No more “Who approved this?!” post-mortems.

Teams That Should Care (and Why)

Customer Success: Stop Playing Telephone

CS teams using LiveConnect can approve contract amendments or service credits without switching tools. ApproveThis’ email-based approvals mean even execs who “live in their inbox” can review requests in seconds.

Sales Ops: Enforce Guardrails Without Micromanaging

Set dynamic approval rules based on deal size, margin, or custom terms. If a rep offers a 12-month payment plan, ApproveThis routes it to Finance. If they promise a feature that’s not roadmap-approved, Product gets a notification.

Legal Teams: Fewer Emergencies, More Actual Work

Auto-route any LiveConnect message containing “NDA” or “contract” to legal counsel. ApproveThis’ version tracking ensures they’re reviewing the latest terms – not some outdated Google Doc.

The Bottom Line (No Sales Jargon, Promise)

If your team uses LiveConnect for customer conversations but still handles approvals through email chains or Slack pings, you’re leaving two big wins on the table:

1. Speed: Resolve customer requests 2-3x faster by cutting out manual follow-ups.
2. Consistency: Enforce approval policies without relying on people to “remember the process.”

ApproveThis doesn’t just automate approvals – it automates accountability. Every decision is documented, every escalation path is predefined, and no customer gets ghosted because a request fell through the cracks.

Ready to Stop Being a Human Routing Bot?

If you’ve read this far, you’re either genuinely interested or incredibly bored at work. Either way: book a 15-minute demo to see how ApproveThis + LiveConnect can handle your messy approval workflows. Or start a free trial and connect your first Zap in the time it would take to schedule yet another approval meeting.