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Nova CRM Integration

ApproveThis manages your Nova CRM Integration approvals.

April 17, 2025

Integration Category: Crm

When Slow Kills Deals

Here's the ugly truth about approvals in real estate: Every hour a lead sits unassigned costs you money. Every day a new agent waits for onboarding risks them jumping ship. Every "let me check with management" email chain might as well be a "for sale" sign on your competitor's yard.

ApproveThis and Nova CRM fix this through Zapier. No more approval purgatory. Just deals moving forward.

Why This Combo Works

Nova CRM organizes your leads. ApproveThis organizes your decisions. Together, they turn bottlenecks into automated workflows that:

  • Assign agents to leads within minutes, not days
  • Validate new lead sources before garbage data creeps in
  • Auto-create follow-up tasks the second approvals happen

Best part? Approvers don't need Nova CRM licenses. External partners, corporate legal, or that busy broker who refuses to learn new software? They approve via email. Done.

Real Estate Teams That Win With This

Brokerages Scaling Fast

New agent applications piling up? Connect Nova's "Active Agents" list to ApproveThis. Now when a recruiter adds a candidate:

→ License verification auto-sends to your compliance team
→ Background check requests fire off
→ Commission structure gets broker sign-off
All before lunch. No spreadsheets. No "did you see my email?"

Property Management Firms

Maintenance requests in Nova CRM need vendor approvals. Set ApproveThis thresholds:

- Under $500? Auto-approved, work starts immediately
- Over $5k? Routes to regional manager + accounting
- Emergency repairs? Bypass approvals, log everything post-crisis

Tenants get faster fixes. Managers avoid midnight calls.

Commercial Real Estate Teams

New lead source from a sketchy website? ApproveThis checks:

→ Lead source quality score
→ Historical conversion rates
→ Compliance with marketing budgets
If it flunks, Nova CRM automatically tags it "Requires Manual Review." No wasted ad spend.

Four Workflows Your Competitors Wish They Had

1. Agent Onboarding That Doesn't Suck

Zap: New Nova CRM agent → ApproveThis request → Compliance checks → License issued

Brokerage example: HomeCity Realty slashed onboarding from 14 days to 48 hours. How? Every department (HR, legal, training) approves in parallel via ApproveThis. No sequential bottlenecks.

2. Lead Assignment That Actually Works

Zap: New ApproveThis request → Assign Nova CRM agent → Log reason in lead notes

Team lead example: Metro Commercial Group uses this to assign high-value leads. If a lead’s budget exceeds $2M, ApproveThis pings senior brokers first. Junior agents get smaller deals automatically. No politics.

3. Source Approvals That Prevent Data Rot

Zap: New Nova CRM source → ApproveThis validation → Auto-enable/disable source

Marketing team example: Lakeside Property Mgmt blocks any source with <15% historical conversion rate. ApproveThis checks Nova CRM data, auto-rejects losers. Their lead cost dropped 22%.

4. Post-Approval Tasks That Don't Get Forgotten

Zap: Approved in ApproveThis → Create Nova CRM task → Set deadline

Property manager example: UrbanSpace LLC auto-generates "Renewal Check" tasks 90 days pre-lease end. If denied, tasks switch to "Tenant Exit Process." Nothing falls through cracks.

Setting This Up Without Losing Your Mind

If you can order pizza online, you can build this integration:

  1. Log into Zapier
  2. Pick a trigger (New Nova CRM agent/lead/source)
  3. Choose ApproveThis action (Create Request/Assign Task)
  4. Map fields – takes 2 minutes

Pro tip: Use ApproveThis’ Calculated Fields to auto-set approval rules. Like "If lead value > $1M, require CFO sign-off." Set it once. Forget it forever.

Teams That Stop Drowning in Paperwork

Sales Managers: See every approval status in Nova CRM. No more "Where's that contract?" calls.

Operations: Vacation delegation means Karen in accounting can approve invoices while Bob’s fishing. No workflow freezes.

Leadership: Real-time dashboards show approval bottlenecks. Now you fix problems, not just hear about them.

The Bottom Line

ApproveThis + Nova CRM isn’t about flashy features. It’s about deals not dying in approval limbo. It’s about new agents generating revenue faster. It’s about showing your team you respect their time.

If your approval process involves more than two "per my last email" follow-ups, you're bleeding money. Stop it.

Get started with ApproveThis – takes 8 minutes. Or schedule a demo if you like seeing ROI math first.

🥳

Integrate with Nova CRM 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.

Learn More

Best Approval Workflows for Nova CRM

Suggested workflows (and their Zapier components) for Nova CRM

Request approval for new active agents

When new active agents are identified in Nova CRM, create an approval request in ApproveThis to verify agent status. This integration streamlines onboarding by ensuring that each new agent meets approval criteria. *Note: Ensure correct mapping of agent details in the approval request.*

Zapier Components

Nova CRM Logo

Trigger

Active Agents

Returns all the agents in your NOVA workspace

Action

Create Request

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

Assign agent to contacts for new approval requests

When an approval request is initiated in ApproveThis, automatically assign an agent to the corresponding contact in Nova CRM. This integration ensures timely follow-up and efficient assignment of leads. *Note: Verify agent assignment criteria in Nova CRM.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Nova CRM Logo

Action

Assign Agent to Contact

Assigns Agent to a Contact in Nova CRM

Request approval for new lead sources

When new lead sources are detected in Nova CRM, create an approval request in ApproveThis to validate these sources. This integration helps maintain quality data by ensuring only approved sources are used. *Note: Customize the approval workflow to fit your criteria.*

Zapier Components

Nova CRM Logo

Trigger

Sources

Get Sources from Nova CRM and bind when creating Objects

Action

Create Request

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

Create task for contacts on approved requests

When an approval request is approved or denied in ApproveThis, automatically create a task in Nova CRM for follow-up actions. This integration streamlines the post-approval process and ensures timely execution of next steps. *Note: Adjust task settings as required.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Nova CRM Logo

Action

Create Task to a Contact

Create a Task on the Contact Object in Nova CRM.