ApproveThis manages your Sierra Interactive Integration approvals.

Two Platforms, One Competitive Edge

In real estate, speed and precision separate market leaders from the rest. Sierra Interactive empowers teams to manage leads and properties effectively, while ApproveThis brings structure to critical decisions. Together through Zapier, they create an operational engine that eliminates bottlenecks in lead validation, contract approvals, and client communications.

Why This Integration Matters

Sierra Interactive excels at capturing leads and managing property workflows but wasn’t built for collaborative decision-making. ApproveThis adds missing layers:

• Accountability: Track exactly who approved what – and why
• Speed: Resolve requests 2-3x faster with automated routing

Example: A brokerage firm uses Sierra to capture 200+ monthly leads. Without approval workflows, junior agents waste time chasing managers for sign-offs on high-value properties. The integration automatically routes leads over $1M to senior brokers via ApproveThis, cutting response time from 48 hours to 6.

Key Use Cases for Real Estate Teams

1. Lead Qualification at Scale

The Challenge: Overworked teams let promising leads slip through cracks or pursue low-probability deals.

The Fix: New Sierra leads trigger ApproveThis workflows with embedded criteria:

• Automatic approval for leads with pre-vetted budgets
• Escalation to sales directors when lead score exceeds threshold

Real-World Impact: A property management company reduced wasted outreach by 37% after implementing budget validation rules in ApproveThis.

2. Audit-Ready Decision Logs

The Hidden Cost: Disorganized approval records create liability during disputes or compliance reviews.

The Solution: Every ApproveThis decision auto-logs notes in Sierra’s lead history, including:

• Timestamped approvals/rejections
• Comments from approvers
• Attached documents (e.g., signed disclosures)

Real-World Impact: A commercial real estate team cut audit prep time by 65% using integrated approval logs.

3. Dynamic Lead Handoffs

The Bottleneck: Manual lead reassignments delay follow-ups, especially in multi-agent teams.

The Automation: Approved leads in ApproveThis trigger Sierra updates to:

• Reassign leads based on agent capacity
• Flag urgency (e.g., "48-hour response required")

Real-World Impact: A residential brokerage increased lead conversion by 22% after automating priority tagging.

Technical Setup Made Simple

Connect Sierra Interactive and ApproveThis in 15 minutes:

1. Create a Zapier account
2. Choose Sierra as your trigger app (e.g., "New Lead")
3. Select ApproveThis as your action app (e.g., "Create Request")
4. Map Sierra lead fields to ApproveThis templates

Pro Tip: Use ApproveThis’ Calculated Fields to auto-flag leads needing special handling. Example: If [Lead Budget] ≥ [Market Average] × 1.2, route to luxury team.

Team-Specific Benefits

For Sales Teams

Reduce follow-up delays with automatic escalation rules. Example: If a lead hasn’t been approved within 24 hours, ApproveThis notifies alternate brokers via SMS.

For Operations

Eliminate manual data entry between systems. Approved commission requests in ApproveThis auto-update Sierra deal records with fee splits.

For Leadership

Gain real-time visibility into approval bottlenecks. ApproveThis dashboards show pending requests by office, agent, or property type.

Why This Integration Works

ApproveThis complements Sierra’s strengths without duplicating features:

Critical Note: ApproveThis approvers don’t need Sierra licenses – perfect for involving external partners or investors.

Getting Started

Ready to eliminate approval delays?

Register for ApproveThis or schedule a demo to see live Sierra integration examples.

Existing Sierra users: visit Sierra’s site to ensure your plan supports Zapier integrations.