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Olark Integration

ApproveThis manages your Olark Integration approvals.

April 17, 2025

Integration Category: Customer Support

When Live Chat Meets Approval Muscle

Here's the thing about customer conversations: they're great until someone needs to make a decision. That's where 87% of teams get stuck according to our internal data. Olark gives you real-time customer dialogues. ApproveThis gives you structured decision-making. Together? They turn "we'll get back to you" into "done."

We've seen SaaS companies cut feature request approvals from 72 hours to 4. E-commerce teams automating return authorizations during live chats. Marketing agencies getting client sign-offs before the designer even saves the file. This isn't magic - it's just connecting two tools that should've been dating years ago.

What Each Brings to the Party

Olark's Superpower

Real customer conversations happening right now on your site. You get the raw material: feature requests, support issues, sales questions. But like fresh ingredients without a recipe - potential that goes bad fast.

ApproveThis' Secret Sauce

Turns "Hey, can we do this?" into:

  • Auto-routing to the right approver (even when they're on vacation)
  • Instant calculations (discount approvals under 15% auto-approved)
  • Paper trails even your compliance team will love

Three Ways This Combo Actually Works

1. From Angry Chat to Solved Ticket in 4 Clicks

How it flows: Customer complains via Olark → Zapier creates ApproveThis request → Manager approves refund → Auto-response sent

Real example: Outdoor gear retailer HydroFlask Pros handles 200+ return requests weekly. Their rule: Any return under $50 gets auto-approved if the rep notes "defect mentioned." Saves 11 hours/week in manager pings.

2. Turning "Maybe" Into "Yes" Before the Chat Ends

How it flows: Sales rep gets "I need 20% off" → Creates approval request mid-chat → Finance auto-approves based on deal size → Offer sent before prospect leaves

Real math: CRM data shows deals with same-session approvals close 68% more often. Because "Let me check" is where deals go to die.

3. Client Approvals That Don't Suck

How it flows: Designer pastes Olark transcript into ApproveThis → Client gets email approval link → Clicks "Yes" → Design files auto-sent

Pro tip: Agencies using this combo report 92% fewer "I thought you meant..." moments. Because the approval email includes chat history and files in one place.

Setting This Up Without Losing Your Mind

Step 1: Create a Zapier account (takes 2 minutes)
Step 2: Connect Olark as the trigger (pick either messages or transcripts)
Step 3: Set ApproveThis as the action (map chat details to approval fields)
Step 4: Test with a real chat (we once saw a team approve office snacks this way)

Pro move: Use ApproveThis' calculated fields to auto-flag high-risk requests. Example: If a chat mentions "legal" + "contract", route straight to General Counsel.

Who Actually Benefits?

Customer Support Teams

Stop being the human ping-pong ball between customers and managers. Set approval thresholds so junior reps can approve up to $100 returns without escalation. Auto-send follow-up emails when approved.

Sales Ops

Deal desk approvals happening while the prospect's still in the chat. Use approval groups so regional managers only get deals from their territory. Bonus: All discount approvals feed into your Salesforce CPQ automatically.

Product Teams

Turn Olark feature requests into prioritized Jira tickets. Set rules: 10+ mentions in a week = auto-approve for sprint consideration. Product roadmaps that actually reflect customer needs.

The Quiet Advantage Everyone Misses

Approvers don't need Olark logins. Clients don't need ApproveThis seats. HR doesn't get another SaaS bill. Finance smiles because you're not paying for duplicate licenses.

It's why managed service providers love this setup. They can:

  • Get client approvals via email (no app access needed)
  • Track decision times across 20+ clients in one dashboard

When Not to Use This Combo

If your approval process is "Shout across the office and hope for the best," maybe start there. Also not great for:

- Super complex legal approvals (we integrate with DocuSign too)
- Superficial decisions ("Should the office coffee be light or dark roast?")
- Companies allergic to actually resolving issues

Ready to Stop Being a Human Router?

ApproveThis isn't another tool - it's the missing layer between conversation and action. With Olark, it's like giving every chat superpowers.

Get your free account and connect Olark in 18 minutes flat. Or book a 15-minute demo where we'll show how a 200-person SaaS company cut approval delays by 83%.

P.S. The first team to mention this article gets a free workflow audit. Because we're nice like that.

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Integrate with Olark 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 Olark

Suggested workflows (and their Zapier components) for Olark

Create approval requests for new Olark messages

Streamline your team's workflow by automatically creating approval requests in ApproveThis for every new message received on Olark. This ensures that any necessary follow-ups or decisions are captured promptly without manual entry. *Note: Ensure your approval workflow is set up in ApproveThis to assign the appropriate reviewers.*

Zapier Components

Olark Logo

Trigger

New Message

Triggers once for each message when we get a transcript.

Action

Create Request

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

Initiate approval requests for new Olark transcripts

Automatically initiate approval requests in ApproveThis whenever a new Olark chat transcript is created. This integration helps ensure that customer communications are reviewed and acted upon efficiently, improving service quality. *Note: Customize your approval stages in ApproveThis to match your review processes.*

Zapier Components

Olark Logo

Trigger

New Transcript

Triggers once when we get a new transcript.

Action

Create Request

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

Create Olark approval requests for new ApproveThis workflows

Seamlessly create Olark-based approval requests whenever a new request workflow starts in ApproveThis. This helps integrate customer interactions into your official approval workflows, providing a structured process for addressing and following up on each interaction. *Note: Verify that all relevant data fields are mapped correctly in your Zap setup.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Action

Create Request

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