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Witly Integration

ApproveThis manages your Witly Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

When Lead Gen Meets Approval Automation

Let's be real - real estate marketing teams are stuck between two nightmares. Witly's out there crushing it with lead gen, filling your pipeline with potential buyers and sellers. Meanwhile, your sales managers are drowning in spreadsheets and Slack threads trying to get approvals for which leads to prioritize. It's like having a Ferrari engine (Witly) paired with a horse-drawn carriage (your current approval process).

ApproveThis fixes that mismatch. We automate the decision-making bottleneck that happens after Witly does its job. Think of it as adding power steering to your lead machine - same explosive growth, way less swerving into ditches.

Why This Combo Works

Witly's great at attracting leads. ApproveThis is great at making decisions about those leads. Together through Zapier, they handle the entire lifecycle:

  • No more "Who needs to approve this?" Auto-route new Witly leads to exactly the right people
  • Cut approval time from days to hours with email-based approvals that even non-techies can use

Bonus perk: Your approvers don't need Witly logins. Perfect for brokers reviewing leads from external partners or corporate legal teams who just need to say yes/no without learning new software.

Real Deals, Less Drama

Here's how actual teams use this integration:

High-Volume Brokerages

Imagine a 150-agent firm getting 300+ Witly leads weekly. Their old process? Agents CC'ing managing brokers on emails, leads slipping through cracks. Now:

1. New Witly lead hits their CRM
2. ApproveThis automatically:
- Checks lead score
- Routes to local team lead if under $500K
- Escalates to senior partner if over $1M
3. Approved leads get instant text alerts to agents

They processed 22% more leads last quarter without adding staff.

Property Management Companies

Corporate housing firms use Witly to attract landlords. Every new property listing needs:
- Legal review
- Pricing team approval
- Photography budget sign-off

ApproveThis sequences these approvals automatically. If legal rejects, the workflow stops dead - no wasted time on doomed listings.

Setting This Up Without Losing Your Mind

If you can make a sandwich, you can build this integration:

  1. Connect Witly and ApproveThis to Zapier
  2. Set trigger: "New Lead" in Witly
  3. Set action: "Create Request" in ApproveThis

Pro tip: Use ApproveThis' calculated fields to auto-flag leads needing special handling. Like if a Witly lead's estimated home value field exceeds $2M, route it directly to your luxury team lead.

Department Breakdown

Sales Teams

Get hot leads faster. Auto-approve "ready to buy" leads identified by Witly's scoring, while routing "just looking" leads to junior reps for nurturing.

Marketing

Finally prove ROI. See exactly which approved leads close deals, then tweak Witly campaigns accordingly. No more guessing if "approved" leads actually converted.

Operations

Kill manual handoffs. When Witly detects a commercial real estate lead, ApproveThis auto-assigns to your commercial team's approval chain. No more spreadsheet roulette.

Features You'll Actually Use

Beyond basic approvals, this combo lets you:

Auto-approve repeat clients
If Witly flags a lead from a past client, ApproveThis can skip standard approvals based on your rules.

Holiday proofing
Broker on vacation? ApproveThis temporarily reassigns their approvals to someone else. No more chasing people on beach time.

Budget enforcement
Auto-reject lead follow-up requests that exceed marketing budgets. Because some agents will try to spend $10K on a $500K listing.

No-BS Benefits

This isn't about flashy tech. It's about:

  • Closing more deals faster by eliminating approval delays
  • Reducing errors (no more "I thought YOU approved that lead!")
  • Keeping external partners/clients in the loop without giving them full system access

Common Objections (And Why They're Wrong)

"We don't have that many approvals"
Cool. Then set this up once and never think about it again. It's like insurance - better to have it before you need it.

"Our process is too complicated"
ApproveThis handles multi-stage, conditional approvals. We've seen 11-step approval chains for international real estate deals. Yours isn't special.

Getting Started

Option 1: Register free, connect to Witly via Zapier, and test with low-risk leads.
Option 2: Book a 15-minute demo where we'll show how competitors are already using this.

Either way, stop letting approval bottlenecks waste your Witly leads. You spent good money attracting those leads - now make sure they actually turn into revenue.

🥳

Integrate with Witly 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 Witly

Suggested workflows (and their Zapier components) for Witly

Create approval requests for new Witly leads

When a new lead is generated in Witly, this integration creates an approval request in ApproveThis to streamline lead qualification. It ensures that every new lead undergoes a structured approval process before further follow up. *Note: Configure additional filtering criteria if needed.*

Zapier Components

Witly Logo

Trigger

New Lead

Triggers when a new lead is generated.

Action

Create Request

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