How ApproveThis + Spacio Turns Open House Leads Into Closed Deals (Without the Paperwork)

Why This Integration Isn’t Just Another “Nice to Have”

Let’s be real: most real estate teams still run open houses like it’s 2003. You’ve got Spacio replacing clipboards (good start), but what happens after the lead hits your system? If your follow-up process involves chasing down managers for approval to contact leads or manually routing inquiries, you’re leaving deals – and commission checks – on the table.

ApproveThis plugs into Spacio via Zapier to automate who needs to greenlight leads, when they need to decide, and what happens next. Think of it as a bouncer for your sales pipeline – except instead of checking IDs, it’s verifying whether leads meet your criteria before your team wastes time on tire-kickers.

The Nuts and Bolts (Without the Boring Jargon)

Spacio’s job ends when a visitor signs in. ApproveThis’ job starts right there. Here’s how they work together:

• Trigger: New lead in Spacio → Action: ApproveThis creates an approval task with lead details attached
• Trigger: Approval decision in ApproveThis → Action: Update Spacio lead status, notify agents, or push to your CRM

Key detail: Approvers don’t need a Spacio license. Send that approval request to your broker, compliance officer, or even a lender partner – they click “approve” in their email, and the lead moves forward. No app logins, no training, no excuses about “IT didn’t set me up.”

Use Cases That Actually Matter for Real Estate Teams

1. Kill “Maybe” Leads Before They Kill Your Conversion Rate

The Problem: Junior agents chasing unqualified leads because there’s no system to filter out “just looking” visitors from serious buyers.

The Fix: Auto-send Spacio leads to team leads for approval. Set rules like:

→ “If budget is under $500k and needs financing approval, require mortgage broker sign-off before assigning agent”
→ “If buyer has agent listed, auto-deny and flag for referral program”

Brokerage Example: West Coast Urban Realty reduced wasted agent hours by 22% in Q1 by requiring pre-approval for all first-time buyer leads.

2. Stop Playing Phone Tag With Out-of-Office Brokers

The Problem: Your managing broker is at a conference, 200 leads are stuck in limbo, and your CRM looks like a ghost town.

The Fix: ApproveThis’ vacation delegation automatically reroutes approvals. Set it once, and forget chasing down who’s covering whom.

Pro Tip: Add approval thresholds so junior staff can auto-approve leads under $750k, while pricier listings escalate to senior brokers.

3. Compliance That Doesn’t Require a Law Degree

The Problem: New disclosure laws mean every lead needs dual approval from broker + legal. Your current “system” is Post-It notes on a monitor.

The Fix: Sequential approvals in ApproveThis force compliance. Legal only sees leads after broker approval, with all required docs attached via Zapier.

Property Management Hack: Use the same flow for tenant screenings – require approval from both leasing manager and maintenance before scheduling viewings.

How to Set This Up Without Calling Your “Tech Guy”

Step 1: Create a Zapier account (free tier works).

Step 2: Connect Spacio as your trigger app. Select “New Lead” as the event.

Step 3: Connect ApproveThis as your action app. Choose “Create Request” and map Spacio fields to your approval template.

Pro Setup Tip: Use ApproveThis’ calculated fields to auto-flag leads. Example: “If [Lead Budget] > [Listing Price]+10%, require CFO approval”.

Why This Isn’t Just for Real Estate Anymore

While we’ve focused on Spacio’s core use case, any industry with location-based lead generation can benefit:

Event Management: Approve VIP guest list additions during conferences.
Retail: Require manager approval for high-value customer appointments booked in-store.
Construction: Auto-route safety compliance sign-offs for site visitors.

The Bottom Line (Because You’re Busy)

ApproveThis + Spacio via Zapier isn’t about cool tech – it’s about removing these conversations from your team’s Slack:

“Did you approve the Smith lead?”
“I thought legal was handling it!”
“Their budget changed – who’s responsible now?”

It takes 45 minutes to set up. Less time than you’ll spend this week arguing about whose turn it is to follow up on unvetted leads.

→ Get Started with ApproveThis (Free 14-day trial)
→ Explore Spacio’s Features