How ApproveThis and Dialed Simplify Business Approvals and Communication

Why Combine ApproveThis with Dialed?

Businesses thrive when decisions move quickly, but speed can’t come at the cost of accuracy. ApproveThis, an approval management platform, and Dialed, a business phone and SMS solution, solve this challenge by connecting two critical functions: structured decision-making and real-time communication. Together, they automate workflows that otherwise rely on manual handoffs, reducing delays and errors while keeping teams aligned.

Key Benefits of the Integration

When linked via Zapier, ApproveThis and Dialed create a seamless bridge between approvals and action. For example, sales teams can automatically trigger contract reviews when new leads are added in Dialed, while customer support teams can escalate urgent requests via SMS the moment an approval is delayed. The integration eliminates bottlenecks by ensuring stakeholders are notified instantly and decisions are documented systematically.

One standout advantage: ApproveThis doesn’t require approvers to have a Dialed license. External partners, clients, or cross-departmental teams can review requests directly via email or ApproveThis’ dashboard, simplifying collaboration without added software costs.

Real-World Use Cases

1. Automating Contact Verification for Sales Teams

When a new contact is added in Dialed, ApproveThis can automatically generate an approval request to verify details like phone numbers, job titles, or company information. This is critical for industries like real estate or financial services, where inaccurate client data can lead to compliance issues or missed opportunities.

Example: A marketing agency uses this workflow to ensure new leads captured through Dialed campaigns are vetted by a manager before being assigned to sales reps. If a contact lacks essential details, ApproveThis routes the request back to the team for corrections, all within 24 hours.

2. Instant SMS Alerts for Pending Approvals

ApproveThis can trigger SMS notifications through Dialed whenever a high-priority request is submitted. This is ideal for time-sensitive scenarios, such as approving emergency budget allocations or urgent client deliverables.

Example: A construction firm sets up SMS alerts for equipment purchase approvals. When a project manager submits a request, Dialed sends a text to the finance team with a link to review the details in ApproveThis. Decisions are made faster, avoiding project delays.

3. Managing Inbound Customer Requests

Inbound SMS messages in Dialed—like customer complaints or service inquiries—can automatically become approval requests in ApproveThis. This ensures urgent messages are escalated to the right person immediately.

Example: A healthcare provider uses this integration to triage patient messages. If a patient texts about a medication issue, Dialed forwards the message to ApproveThis, where it’s routed to a pharmacist for review. The pharmacist approves next steps directly from their email, cutting response times by 50%.

Features That Make It Work

ApproveThis Strengths

Beyond basic approvals, ApproveThis offers features tailored for complex workflows:

• Approval Thresholds: Automatically approve expenses under $500 or escalate large requests to executives.
• Vacation Delegation: Avoid delays by rerouting approvals if a manager is out of office.

Dialed complements this with SMS automation, call routing, and contact management, ensuring approvals are communicated and acted on instantly.

Setting Up the Integration

Connecting ApproveThis and Dialed takes under 15 minutes with Zapier:

1. Create a Zapier account and connect both apps.
2. Choose a trigger (e.g., “New Contact” in Dialed).
3. Set the action (e.g., “Create Request” in ApproveThis).
4. Map Dialed fields (like contact name or message) to ApproveThis’ approval template.

For detailed steps, visit Dialed’s integration guide.

Team-Specific Advantages

Sales & Marketing

Speed up lead handoffs by automating contact verification. If a Dialed lead meets criteria (e.g., budget over $10K), ApproveThis routes it to a senior rep for prioritization.

Customer Support

Resolve tickets faster by converting inbound SMS queries into approval requests. For example, refund requests can be automatically sent to managers via ApproveThis, with SMS updates sent to customers through Dialed.

Operations & Finance

Automate purchase order approvals. When a vendor submits an invoice via Dialed SMS, ApproveThis calculates totals using Calculated Fields and routes it to the finance team. Approvers get SMS reminders if deadlines near.

Final Thoughts

ApproveThis and Dialed solve a universal problem: decisions stall when communication breaks down. By linking approvals to SMS alerts and contact management, teams cut through noise and focus on what matters—moving the business forward.

Ready to streamline your workflows? Register for ApproveThis or explore Dialed’s features to see how they work together.