ApproveThis manages your Rex Integration approvals.

When Your CRM and Approvals Actually Talk to Each Other

Let’s be real – most real estate agencies aren’t exactly known for their cutting-edge tech stacks. You’ve got Rex keeping your contacts straight and ApproveThis handling sign-offs, but they’re probably not shaking hands behind the scenes. That’s where Zapier comes in – the silent translator that finally gets your tools working together instead of making you play middleman.

When you connect ApproveThis to Rex through Zapier, you’re not just automating tasks. You’re fixing the broken game of telephone between your CRM and your approval processes. Think less “Where’s that signed contract?” and more “Why did we ever do this manually?”

What Each Tool Brings to the Table

Rex: Your Real Estate Nerve Center

Rex keeps thousands of agencies from Australia to the UK from drowning in spreadsheets. It’s where leads become listings, contacts become closings, and your entire pipeline stays (mostly) sane. But let’s be honest – it’s not exactly great at making decisions for you.

ApproveThis: The Approval Traffic Cop

ApproveThis does one thing brutally well: getting decisions made without endless email chains. Custom workflows, automatic escalations, and approvals that happen in inboxes instead of boardrooms. But here’s the kicker – it doesn’t care what app you used to start the process.

Together? They cover each other’s weak spots. Rex tracks the deal flow, ApproveThis handles the red tape, and Zapier makes sure nobody has to copy-paste data between them.

Real-World Scenarios That Won’t Make You Want to Scream

1. Lead Approval Auto-Pilot

New lead hits Rex → Instant approval request in ApproveThis. No more:

• Manually bugging managers about lead prioritization
• Deals stalling because someone didn’t check Slack
• Agents going rogue on questionable prospects

Property management firms use this to flag high-risk tenants automatically. Sales teams set approval thresholds based on lead scores. Everyone stops wasting time on tire-kickers.

2. Update Audits That Don’t Suck

Contact info changes in Rex → Approval request fires up. Because nothing says “professional” like outdated phone numbers on a $2M listing. This keeps:

• Client records accurate without micromanaging
• Compliance teams off your back
• New agents from “accidentally” deleting key contacts

3. Post-Approval Paper Trails

Approval granted in ApproveThis → Rex automatically documents it. We’re talking:

- Instant notes added to client profiles
- Status updates that actually reflect reality
- Audit trails that don’t require FBI-level investigation

Brokerages using this save about 3 hours/week per agent on manual logging. Not life-changing, but enough to stop the 7pm “Did we approve this?!” texts.

Why This Combo Works When Others Fail

Most approval tools require everyone to live in yet another app. ApproveThis cuts the crap:

Approvers only need email – no new logins for clients or contractors. Set up rules so external partners only see what they need to. Vacation coverage that actually works (no more “Out of Office” hell). Conditional approvals that auto-approve small stuff but escalate big decisions.

For Rex users specifically? It means your CRM stays clean while approvals happen where they should – in the background, not in your face.

Setting This Up Without Losing Your Mind

Zapier’s the glue here, and setup’s simpler than you think:

1. Pick your trigger (New Rex lead? Contact update?)
2. Choose the ApproveThis action (Create request, update status)
3. Map fields once – Zapier remembers forever

Pro tip: Start with one workflow like lead approvals. Get that running smooth before adding more. Less meltdown potential.

Need specifics? Zapier’s docs have step-by-step guides, but honestly, their UI practically holds your hand through it.

Who Actually Benefits From This?

Sales Teams

Cut approval delays on client offers from days to hours. Automatic escalation if managers don’t respond. Real-time tracking instead of “Hey, did you see my email?”

Operations

Auto-approve routine vendor payments under $1k. Flag anything over budget before it’s too late. Document every decision without filing a single PDF.

Leadership

See approval bottlenecks across departments. Spot patterns in what’s getting rejected. Actually trust that policies are being followed.

The Fine Print That Actually Matters

No, approvers don’t need Rex licenses. Yes, you can mix internal and external approvers. Vacation delegation works even if your PM is literally on a beach. Calculated fields prevent “creative” budget math.

And if Zapier goes down? You’ve got bigger problems – their uptime’s better than your office WiFi.

Bottom Line: This Isn’t About Features

It’s about closing deals faster with fewer mistakes. About agents focusing on clients instead of approval forms. About managers actually managing instead of playing spreadsheet janitor.

ApproveThis + Rex through Zapier won’t make your coffee. But it might finally make your approval processes suck less.

Get started free or book a 15-minute demo that skips the sales fluff and shows real workflows.