ApproveThis manages your Zabun Integration approvals.

Two Platforms, One Powerful Partnership

When CRM meets approval automation, bottlenecks disappear. Zabun's real estate-focused customer management combines with ApproveThis' structured decision-making to create what we call "chain-of-command intelligence" - where every stakeholder action automatically triggers the next right step. This integration isn't about replacing human judgment, but about eliminating the administrative drag that slows down property deals, client onboarding, and compliance processes.

Why This Integration Changes the Game

Zabun excels at organizing property listings, client interactions, and transaction histories. ApproveThis adds a layer of governance without bureaucracy. Together through Zapier, they enable three critical improvements:

• Reduced decision latency from days to hours
• Audit-ready paper trails for compliance
• External collaboration without platform sprawl

Real-World Impact for Real Estate Teams

Consider a 14-agent brokerage handling 30+ offers monthly. Without automation, tracking which listings need partner approvals or which client requests require legal review becomes a full-time job. This integration turns those manual checks into auto-routed approval chains that update Zabun records upon completion.

Four Workflows That Deliver Immediate ROI

1. New Client Vetting Automation

The Problem: High-volume agencies waste hours weekly manually flagging new leads that require broker review.

The Solution: Zabun's "New Contact" trigger auto-creates ApproveThis requests with embedded KYC data. Approval thresholds automatically escalate high-value clients to senior brokers.

Example: Miami luxury condo firm reduced client onboarding from 72 to 8 hours using conditional approval rules based on purchase history.

2. Compliance-Driven Task Creation

The Problem: Critical path items get lost between CRM updates and team communication.

The Solution: Every approved contract in ApproveThis auto-generates Zabun tasks with deadlines tied to closing dates.

Example: Chicago commercial real estate group cut missed deadlines by 40% using automated task dependencies.

3. Bid Approval Synchronization

The Problem: Manual offer updates lead to embarrassing double-bookings.

The Solution: Zabun account updates trigger approval requests, with final decisions auto-updating property statuses.

Example: Austin residential team handles 220% more offers using automatic escalation when competing bids arrive.

4. Client-Side Approval Tracking

The Problem: External stakeholders (investors, lawyers) cause delays with unmonitored email approvals.

The Solution: Embed Zabun documents in ApproveThis requests with email-based approvals that update CRM records.

Example: NYC REIT reduced investor approval cycles from 14 days to 72 hours using branded approval portals.

Technical Setup Made Simple

1. Create a Zapier account (free tier works)
2. Connect Zabun using OAuth credentials
3. Authorize ApproveThis (no API coding needed)
4. Choose trigger/action pairs from our pre-built templates
5. Test with sample data
6. Deploy live

Pro Tip

Use ApproveThis' Calculated Fields to auto-set Zabun task priorities based on deal size. A $2M listing can trigger immediate broker alerts vs standard workflow for $300k properties.

Team-Specific Benefits

Sales Teams

Auto-approve standard NDAs below $500k using Approval Thresholds, while keeping complex deals moving via parallel approvals. Vacation Delegation ensures no deal stalls because a VP is traveling.

Operations

Sync approved vendor contracts to Zabun with embedded expiration dates. Approval Groups enable simultaneous legal/finance reviews before updating CRM records.

Leadership

Real-Time Tracking dashboards show approval bottlenecks. Use Zapier history to audit exception cases without manual report generation.

The Hidden Advantage: External Collaboration

ApproveThis' email-based approvals let external counsel or investors review documents without Zabun licenses. Decisions made via email automatically update CRM records and trigger next steps - no more "I thought you handled that" emails.

Compliance Made Auditable

Every integrated approval creates timestamped records in both systems. For regulated markets like multifamily housing, this dual logging meets SEC/FINRA requirements without extra work.

Beyond Basic Automation

While Zapier handles the data handoff, ApproveThis adds conditional logic that generic automation can't match:

• Auto-approve routine maintenance requests under $5k
• Require dual signatures for lease amendments
• Route property tax disputes by jurisdiction

Getting Started

1. Register for ApproveThis (14-day trial)
2. Explore Zabun-Zapier templates
3. Book a workflow audit with our real estate specialists

This isn't just about doing the same work faster. It's about enabling new levels of service - like guaranteeing 24-hour offer responses or providing live approval status to anxious sellers. When your CRM and approval systems share a nervous system, you don't just manage deals, you orchestrate outcomes.