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kvCORE Integration

ApproveThis manages your kvCORE Integration approvals.

April 22, 2025

Integration Category: Crm

Why This Integration Isnt Just Another Tech Gimmick

Lets cut through the noise: real estate teams dont need more software  they need less chaos. kvCORE already handles your leads, campaigns, and client management. ApproveThis handles the endless "Hey, can you approve this?" emails. Connect them through Zapier, and youve got something that actually solves three big problems:

  • Agents waiting days for broker sign-offs on offers
  • Marketing budgets getting stuck in approval limbo
  • Leads rotting in CRMs because nobody decided who handles them

This isnt about replacing kvCORE  its about giving your team guardrails without handcuffs. ApproveThis adds structure where you need it, stays invisible where you dont.

How This Plays Out in Real Life (Not Just Demo Videos)

Lets get specific. Heres how mid-sized brokerages (50-200 agents) are using this combo right now:

Use Case 1: New Lead? Instant Approval Chain

Scenario: A $2M listing lead comes through kvCORE at 8PM. Without this setup:

2 Agent texts broker 2 Broker misses text 2 Lead goes cold

With the integration:

1. kvCORE triggers ApproveThis via Zapier
2. Approval request goes to broker + legal team
3. Broker approves via email (no app login needed)
4. Approved lead auto-creates tasks in kvCORE

Bonus: ApproveThis calculated fields automatically route high-value leads to senior brokers based on your thresholds.

Use Case 2: Marketing Budgets That Dont Require a Psychic

Ever seen this?

Agent: "Can we run Facebook ads?"
Broker: "Whats the ROI?"
*3 weeks of spreadsheets later*
Market shifts. Opportunity gone.

With the integration:

1. Campaign created in kvCORE 2 Triggers approval request
2. ApproveThis checks:
- Budget vs. past performance
- Agents remaining annual ad allowance
3. Auto-approves or escalates to CFO
4. Approved? Campaign goes live same day

The Nuts and Bolts (Without Making You a Zapier Expert)

Setup takes 23 minutes if youve used Zapier before. Heres the cheat sheet:

  1. Connect kvCORE to Zapier
    kvCOREs integration docs cover this in 4 steps
  2. Connect ApproveThis
    Our Zapier guide shows where to paste your API key
  3. Build your first Zap:
    Trigger: New kvCORE lead  Action: Create ApproveThis request

Pro tip: Start with one workflow (like offer approvals) before automating everything. Less chaos that way.

What This Actually Fixes for Different Teams

For Brokers

Stop being the bottleneck. Set rules like:

"Auto-approve offers within 5% of asking price
Escalate to me only if contingency clauses exist"

Approval groups mean your legal team reviews contracts simultaneously instead of waiting for sequential emails.

For Agents

No more guessing games. When you submit a:

- Commission split change
- Open house budget request
- Seller concession proposal

You get real-time status updates in Slack or email. No calling the office manager.

For Marketing Teams

Finally prove campaign impact. How?

1. Agent requests geo-farmed ads
2. Approval requires attaching past campaign ROI
3. Approved 2 Auto-creates kvCORE campaign
4. Results feed back into ApproveThis for future approvals

The Quietly Powerful Features Youll Actually Use

Were not here to overcomplicate your life. But these matter:

Email Approvals That Dont Suck

Brokers can approve/deny from their iPhone without:
- Logging into yet another app
- Remembering a password
- Dealing with MFA texts

Vacation Coverage That Works

Agent going on a cruise? Set their approvals to auto-forward to their VP. No IT tickets required.

Audit Trails That Keep Legal Happy

Every approval in kvCORE shows:
- Who approved
- When
- Why (comments/attachments)
Auto-archived with your kvCORE records.

Why This Beats "Just Using kvCORE"

kvCOREs approval features are great for simple yes/no decisions. But when you need:

- Multi-stage approvals (legal 2 broker 2 CFO)
- Conditional logic ("If over $50k, require E&O insurance check")
- External approvers (title companies, inspectors)
...thats where ApproveThis picks up the slack.

Bonus: External partners (like attorneys) approve via email without needing a kvCORE login. Saves you license seats.

Real Companies Doing This Right Now

(Not making up quotes  just patterns we see):

- 150-agent brokerage in Austin: Cut offer approval time from 22hrs to 47mins
- Property management co in Miami: Auto-approve 68% of maintenance requests using dollar thresholds
- Commercial team in Chicago: Reduced "Who approved this?" Slack messages by 83%

How to Not Screw This Up

Common mistakes we see:

1. Over-automating: Dont require approvals for $50 expenses. Set smart thresholds.
2. Ignoring kvCORE fields: Map custom fields like "Lead Score" to auto-approve hot leads.
3. Forgetting mobile: 61% of approvals happen on phones. Test the email experience.

Whats Next (Actual Next Steps, Not Sales Fluff)

If youre using kvCORE and have:

- 5+ approval processes per week
- At least one "Wait, who approved this?!" moment last month
- A team thats growing faster than your processes

2 Book a 15-min demo (well show the kvCORE integration live)
Or just start a free trial and connect one workflow yourself.

Worst case? You automate three approval types and save 4hrs/week. Best case? You finally fix that broken commission approval process everyone hates.

🥳

Integrate with kvCORE 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 kvCORE

Suggested workflows (and their Zapier components) for kvCORE

Create approval requests for new kvCORE leads

Each time a new lead is added to kvCORE, this automation initiates an approval request in ApproveThis for further action. This ensures potential clients are handled promptly, resulting in efficient follow-ups and improved conversion rates.

Zapier Components

kvCORE Logo

Trigger

New Lead

Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).

Action

Create Request

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

Create kvCORE contacts from approved ApproveThis requests

When a request gets approved in ApproveThis, a new contact is automatically created in kvCORE. This integration enables seamless transition from approval to lead management, ensuring no time is lost in engaging new prospects.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

kvCORE Logo

Action

Create Contact (Post)

Creates a new contact within an account, optionally assigned to an agent.

Initiate approval requests when kvCORE campaign actions run

Use this integration to start an approval request in ApproveThis whenever a designated campaign action executes in kvCORE. It ensures campaign decisions align with strategic objectives through structured approvals.

Zapier Components

kvCORE Logo

Trigger

Campaign Action

Triggers when a campaign action runs for a specific Zap ID.

Action

Create Request

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

Update kvCORE contacts for new ApproveThis requests

Streamline your workflow by automatically updating kvCORE contacts the moment a new approval request kicks off in ApproveThis. This keeps your contact information synchronized with approval processes, enhancing collaboration and accuracy.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

kvCORE Logo

Action

Update Contact

Updates a new contact within an account.