Skip to content
DealMachine Integration

ApproveThis manages your DealMachine Integration approvals.

April 17, 2025

Integration Category: Crm

When Lead Gen Meets Approval Automation

Let's be real - real estate investing moves fast. You find a hot property lead, scramble to get internal sign-offs, then watch it slip through your fingers because accounting took three days to approve the offer. With ApproveThis plugged into DealMachine via Zapier, that "approval limbo" becomes a relic. We're talking structured workflows that keep pace with your deal flow, without the endless Slack reminders.

DealMachine handles the heavy lifting of lead generation - property research, owner lookups, direct mail automation. ApproveThis handles the bureaucratic bottleneck that happens next. Together? You get a closed-loop system where every new lead triggers an approval chain, and every decision automatically updates your CRM. No more spreadsheets. No more "who approved what?"

Why This Combo Works for Mid-Sized Teams

Most approval tools treat real estate teams like any other business. But your approvals aren't about expense reports or PTO requests - they're time-sensitive, dollar-driven, and often involve external partners. Here's where the integration flexes:

  • Approval Thresholds: Auto-approve offers under $50K? Escalate anything over $250K to the investment committee? Done.
  • External Approvers: Your title company doesn't need a DealMachine login to greenlight closing costs.
  • Deal-Speed Tracking: See which approvals are bottlenecking deals in real time - not after quarterly reviews.

Real-World Use Cases (Not Fluffy Theory)

1. Instant Approval Triggers for New Leads

Scenario: Your field scout uploads a distressed property to DealMachine. Normally, this kicks off an email chain with your acquisitions team. Instead, Zapier automatically creates an ApproveThis request with:

  • Property photos
  • Owner contact history
  • Estimated rehab costs

Who Benefits: Fix-and-flip teams can slash time-to-offer by routing leads to specific approvers based on property type. Vacation delegation means no deal stalls if your lead investor's on vacation.

2. Auto-Update Lead Statuses Post-Approval

Scenario: Your team approves a $175K offer on a duplex. ApproveThis instantly updates DealMachine to "Offer Pending," triggering a personalized mailer to the owner. If denied, the lead gets tagged "Not Viable" and removed from active campaigns.

Who Benefits: Wholesalers managing high-volume leads avoid wasting mailers on dead deals. Property managers can auto-reject leads outside service areas.

3. Streamline Team Onboarding

Scenario: HR adds a new acquisitions analyst in DealMachine. Zapier pings ApproveThis to start:

  • Background check approval (legal team)
  • Software access requests (IT)
  • Budget approval for training (finance)

Who Benefits: Brokerages scaling quickly can enforce compliance without manual checklists. Teams using external contractors get cleaner audit trails.

Setup That Doesn't Require a CS Degree

1. Create a Zapier account (free tier works).
2. Connect DealMachine as your trigger app.
3. Set ApproveThis as your action app.
4. Map DealMachine lead fields to ApproveThis templates.
5. Test with a live lead → approval → status update cycle.

Pro Tip: Use ApproveThis' Calculated Fields to auto-flag leads needing extra scrutiny. Example: If "Estimated Repair Costs" > $100K and "Days on Market" < 7, require dual approvals.

Department-Specific Wins

Acquisitions Teams

Stop babysitting approvals. Set conditional rules so only leads meeting your criteria (price/sqft, neighborhood, ROI%) even hit your inbox. Approved deals auto-populate your CRM with next steps.

Legal/Compliance

Every approved/denied decision gets timestamped with IP logs. Require mandatory comments for rejections - no more decoding vague "Not sure" responses.

Finance

Approval thresholds sync with your underwriting models. Get alerts when deals approach budget limits. All approval data exports to QuickBooks/Xero automatically.

Why This Isn't Just Another Zap

Most Zapier integrations just shuffle data between apps. This combo actually changes how decisions get made:

Speed: Approve leads while they're still hot. Example: Midwest REIT reduced offer response time from 72hrs to 9hrs.
Compliance: Enforce approval chains consistently across regions. No more "Lone Wolf" agents making verbal offers.
Visibility: Every stalled deal shows who's holding it up. Finance knows why Q4 projections shifted.

No, Really - Your Approvers Don't Need More Logins

External partners (title companies, investors, contractors) can approve/reject via email without a DealMachine license. ApproveThis handles the audit trail, DealMachine stays clean. Bonus: Auto-reminders nudge slow approvers without you playing bad cop.

When to Consider This Integration

This isn't for solopreneurs flipping one house a year. If any of these hit home, it's time to automate:

  • You've missed offers because someone was OOO
  • Finance complains about "surprise" approvals
  • New hires take weeks to get deal access
  • You can't track why specific deals died

What's Next

ApproveThis isn't another layer of bureaucracy - it's your insurance policy against missed deals and compliance fires. Combined with DealMachine's lead gen, you're essentially giving your team a negotiation time machine.

Start your free trial or book a 12-minute demo. We'll show you how to set up your first approval Zap while our competitor's sales team is still scheduling a discovery call.

🥳

Integrate with DealMachine 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 DealMachine

Suggested workflows (and their Zapier components) for DealMachine

Create approval requests for new leads in DealMachine

When a new lead is added to your DealMachine account, quickly initiate an approval process. This automation creates a corresponding approval request in ApproveThis, allowing your team to validate and take action on the lead efficiently.

Zapier Components

DealMachine Logo

Trigger

New Lead

Triggers when a new lead is added to your team's DealMachine account.

Action

Create Request

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

Update lead statuses when approval requests are completed

After a request is approved or denied in ApproveThis, automatically update the corresponding lead status in DealMachine. This integration ensures your lead database remains current with the latest approval outcomes.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

DealMachine Logo

Action

Update Lead Status

Updates the status for a lead.

Initiate approvals for new team members joining

Whenever a new team member is added in DealMachine, start an approval workflow in ApproveThis. This allows proper onboarding and validation through structured approval processes.

Zapier Components

DealMachine Logo

Trigger

New Team Member

Triggers when a new team member is added to your team.

Action

New Request

Triggers when a new approval request workflow is initiated.