ApproveThis manages your SweetAssist approvals.

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.