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SweetAssist Integration

ApproveThis manages your SweetAssist Integration approvals.

April 17, 2025

Integration Category: Marketing Automation

Why Bother Connecting Approval Workflows to Your Real Estate CRM?

Let's be real: real estate runs on relationships, paperwork, and decisions that can't afford to gather dust. SweetAssist handles the contact management and training side, while ApproveThis slashes bottlenecks in getting those critical "yeses" from stakeholders. Together? They turn "Hey, can we get this approved?" into a process that actually works at the speed of your business.

Think about it – every new lead, pricing adjustment, or vendor contract needs eyeballs from brokers, legal, or leadership. But chasing down approvals via Slack threads or buried emails? That's how deals stall. This integration automates the nagging parts so your team can focus on closing.

What This Combo Actually Does (Without the Hype)

ApproveThis isn't just another checkbox tool. When connected to SweetAssist via Zapier, it becomes your enforcement layer for making sure decisions happen:

  • No more rogue leads: Automatically flag high-value prospects for broker review before they hit your sales pipeline
  • Audit-proof compliance: Document every approval/rejection directly in SweetAssist contact records

And here's the kicker: approvers don't need a SweetAssist license. Perfect for getting quick sign-offs from attorneys, external partners, or investors who shouldn't have full access to your CRM.

Real-World Uses for Teams Who Hate Busywork

1. Vetting High-Stakes Leads Automatically

New luxury property lead pops into SweetAssist? ApproveThis can:

  • Route it to your senior broker if the estimated value exceeds $2M
  • Require dual approval from legal if the lead comes from a high-risk market

Who this helps: Brokerages tired of junior agents overpromising to leads that need specialized handling.

2. Locking Down Pricing Decisions

Change a property's listing price in SweetAssist? Make it trigger an approval chain to the listing agent, managing broker, and marketing – in order. No more accidental undercutting or compliance oversights.

Who this helps: Teams managing 50+ listings where pricing errors tank client trust.

3. Onboarding Vendors Without the Paper Chase

New contractor added in SweetAssist? Auto-create an approval request requiring certificates of insurance, W9s, and sign-off from operations. ApproveThis holds everything until the checklist is met.

Who this helps: Property management firms juggling 100+ maintenance partners across locations.

How to Set This Up Without Losing Your Mind

If you can build a SweetAssist email campaign, you can handle this:

  1. Connect both apps to Zapier (takes 3 minutes)
  2. Pick your trigger (ex: "New Lead" in SweetAssist)
  3. Map which SweetAssist fields ApproveThis needs (ex: lead value, source)
  4. Set approval rules (who decides, escalation paths, deadlines)

Pro tip: Use ApproveThis' calculated fields to auto-flag leads needing extra scrutiny. Example: If [Lead Budget] x [Probability] exceeds $500k, require CFO approval.

Who Benefits Most (Besides Your Sanity)

Sales Teams

Cut the back-and-forth on commission exceptions or custom buyer incentives. Route requests through predefined channels so agents know exactly who can approve what – and how long it'll take.

Operations

Ever had a vendor start work without signed contracts? Tie SweetAssist vendor records to approval workflows that block scheduling until every doc is signed.

Leadership

ApproveThis' dashboard shows where approvals get stuck. Spot bottlenecks like that VP who takes 5 days to review simple requests. Adjust routing rules on the fly without IT.

Features You'll Use Way More Than You Think

Beyond the basics, this combo handles:

Vacation Delegation: Sales manager out? ApproveThis auto-reassigns their approvals so nothing stalls.

Threshold Rules: Auto-approve routine maintenance requests under $1k, but escalate anything over $5k to the regional director.

Email Approvals: Let execs approve/deny from their inbox. No new logins, no excuses.

This Isn't About Tools – It's About Time

Real estate doesn't sleep. ApproveThis + SweetAssist via Zapier keeps your team moving when you're juggling midnight offers, contractor emergencies, or last-minute contract changes. It's not magic – it's just finally making your tech stack work as hard as your agents do.

Ready to stop herding cats? Get started with ApproveThis or schedule a demo to see how it clicks with your SweetAssist setup.

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Integrate with SweetAssist 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.

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Best Approval Workflows for SweetAssist

Suggested workflows (and their Zapier components) for SweetAssist

Create approval requests for new leads

When a new lead is created in SweetAssist, this integration creates an approval request in ApproveThis to ensure proper vetting of leads. *Note: Configure lead approval criteria in ApproveThis as needed.*

Zapier Components

SweetAssist Logo

Trigger

New Leads

Triggers when a new lead contact is created.

Action

Create Request

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

Create approval requests for new contact types

When a new contact type is added in SweetAssist, this automation initiates an approval request in ApproveThis to review changes in contact classifications. *Note: Set up approval routing in ApproveThis to match your contact type criteria.*

Zapier Components

SweetAssist Logo

Trigger

New Contact Types

Triggers when a new contact type is created.

Action

Create Request

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

Create contact for new approval requests

When a new approval workflow is initiated in ApproveThis, this automation creates a contact in SweetAssist to capture the request details. *Note: Verify field mappings for proper data transfer.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

SweetAssist Logo

Action

Create Contact

Creates a new contact.

Update contact for approved or denied requests

When an approval decision is made in ApproveThis, this automation updates the contact record in SweetAssist to reflect the outcome. *Note: Ensure proper mapping of the workflow status to the contact update fields.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

SweetAssist Logo

Action

Update Contact

Updates an existing contact.