ApproveThis manages your LassoCRM Integration approvals.

Let's cut to the chase: approvals slow down sales. In real estate, where every minute counts, waiting for sign-offs on pricing exceptions, marketing materials, or client concessions can mean losing deals to faster competitors. That's why combining ApproveThis' streamlined approval workflows with LassoCRM's sales tracking creates something more valuable than another tech stack addition - it creates actual competitive advantage.

Why This Combo Works (And Other CRMs Don't)

Most CRMs handle data. LassoCRM handles the specific chaos of real estate sales - high-value deals, last-minute negotiations, and stakeholders who might be sitting at a closing table or on a beach in Cancun. ApproveThis handles the other messy reality: getting decisions made fast when multiple people need to sign off.

Together, they solve two problems most teams don't even realize are connected:

• Visibility: Sales can't move forward without approvals, but approvals live in email threads. Now they live where the deal lives - in LassoCRM.
• Accountability: When an approval request auto-logs in the CRM, suddenly everyone knows whose court the ball is in. No more "I didn't see the email" excuses.

Real Estate Teams That Actually Use This Stuff

This isn't about some hypothetical "efficiency gains". Here's who benefits and how:

Home Builders

Problem: Custom upgrade approvals get buried in project managers' inboxes. Sales can't promise timelines because they don't know when approvals will clear.

Fix: When a LassoCRM lead requests a custom feature, ApproveThis:

• Routes to construction manager (cost approval)
• Then to legal (contract addendum)
• Auto-logs each step in CRM history

Result: Sales can actually give accurate ETAs instead of "we'll get back to you".

Brokerages with Independent Agents

Problem: Compliance approvals for marketing materials take days. Agents go rogue using non-compliant flyers just to keep momentum.

Fix: Agent uploads draft to LassoCRM > Auto-creates ApproveThis request > Legal team reviews directly from email. Approved? Asset auto-attaches to CRM record. Denied? Notes explain why right in the history log.

Property Management Companies

Problem: Maintenance cost approvals bounce between owners, on-site staff, and vendors. Urgent repairs get delayed by back-and-forth.

Fix: Vendor quote submitted via LassoCRM triggers approval workflow with owner (email-based approval) and property manager (final sign-off). Approved? Vendor gets auto-notification with work order. All comms logged in CRM.

The Nuts and Bolts (Without Making Your Eyes Glaze Over)

We use Zapier because it's the duct tape of business software - not glamorous, but it sticks things together right. Here's how the wiring works:

Use Case 1: New Lead = Immediate Approval Chain

When LassoCRM gets a new registrant (lead):

1. Zapier detects the new entry
2. ApproveThis creates an approval request for:
   • Sales manager: Verify lead quality
   • Marketing: Check lead source attribution
3. All decisions log back to LassoCRM as timeline entries

Why it matters: Stops arguments about "who approved this lead" when deals go sideways.

Use Case 2: Approved? Update CRM Automatically

When an ApproveThis request gets approved/denied:

1. Zapier tells LassoCRM to append the decision to the registrant's history
2. Optional: Update custom fields (e.g., "Approval Status: Legal Review Complete")

Why it matters: The CRM becomes the single source of truth, not a fragmented mess of emails and Slack threads.

Features You'll Actually Use (No Bloat Here)

We're not here to sell you features. We're here to sell you time. Here's what makes this work:

Approval Thresholds That Don't Micromanage

Example: Any discount under 2%? Auto-approve. Over 2%? Route to regional manager. Over 5%? Needs VP sign-off. Set it once, stop playing approval tag.

Email Approvals That Don't Suck

Approvers get a clean email with:

• Key data points (lead value, requested exception, etc.)
• Approve/Deny buttons that actually work
• No need to log into yet another system

Vacation Coverage That Works While You're Working on Your Tan

Sales Director OOO? Approvals auto-reroute to their second-in-command. No more holding up deals because someone's off-grid.

Setup That Doesn't Need an IT Degree

If you can set up a Zoom call, you can do this:

1. Create a Zapier account (free tier works to test)
2. Connect LassoCRM and ApproveThis
3. Pick a trigger (new lead, new approval request, etc.)
4. Choose what happens next (create request, update CRM, etc.)
5. Test with one lead. Then go live.

Pro Tip: Start with ONE workflow. Prove it works. Then expand. We're not building the space shuttle here.

Who Wins (Besides Your Sanity)

Sales Teams

Stop babysitting approval requests. Know exactly where each deal stands without playing phone tag.

Brokerage Owners

Reduce compliance risks because every exception request gets documented automatically. No more "forgetting" to get proper sign-offs.

Marketing

Finally get attribution data that's trustworthy because lead approval/rejection reasons feed back into campaign analytics.

The Catch (Because Nothing's Perfect)

This isn't magic. You need:

• Basic LassoCRM hygiene (if your CRM data's a mess, that'll carry over)
• To define your approval rules upfront (we help with templates)

But here's what you don't need:

• Extra LassoCRM licenses for approvers (they approve via email)
• Some fancy IT project (set it up Tuesday afternoon)

Ready to Stop Losing Deals to Paperwork?

ApproveThis isn't another tool - it's how you make the tools you already use (looking at you, LassoCRM) actually work the way your team needs. Either you control the chaos of approvals, or it controls you.

Next steps:

1. Register for ApproveThis (free 14-day trial)
2. Book a 15-minute demo to see real estate-specific workflows
3. Or just connect your LassoCRM via Zapier and try it yourself

Worst case? You go back to approval spreadsheets and hope no one notices when deals slip through the cracks. Best case? You close more deals in less time and finally take that vacation without your phone blowing up.