ApproveThis manages your Follow Up Boss Integration approvals.

Why These Two Tools Beat Manual Processes

Let’s cut to the chase: manual approval processes in real estate suck. They’re slow, error-prone, and about as fun as watching paint dry. ApproveThis and Follow Up Boss fix this by automating the boring stuff so your team can focus on closing deals.

ApproveThis handles the decision-making logistics – routing requests, chasing approvals, enforcing rules. Follow Up Boss manages your leads and client relationships. Connect them through Zapier, and you’ve got a system where approvals automatically trigger actions (or vice versa) across both platforms. No more “Hey, did you approve that listing agreement?” Slack messages at midnight.

Four Ways This Combo Saves Real Estate Teams Time

1. Task Management That Actually Works

Here’s the scenario: Your agent needs approval to spend $5K on a premium listing. They submit the request in ApproveThis. Zapier automatically creates a task in Follow Up Boss for your operations team to execute once approved. No more duplicate data entry. No more tasks falling through the cracks because someone forgot to check the approval status.

Brokerages use this to handle everything from marketing budgets to vendor contracts. The kicker? Approvers don’t need a Follow Up Boss license – perfect when you’re working with external vendors or attorneys who shouldn’t have access to your CRM.

2. Appointment Approvals That Don’t Kill Momentum

New lead books a showing through your website? Follow Up Boss creates the appointment. Zapier pings ApproveThis to get manager approval (because hey, maybe that $2M listing needs a senior agent’s green light). Once approved, the showing gets confirmed automatically.

Teams running open houses or VIP showings love this. It prevents overbooking and ensures junior agents don’t accidentally commit senior team members without consent.

3. Stage Updates That Trigger Approvals

When a contact moves from “Lead” to “Under Contract” in Follow Up Boss, ApproveThis can auto-approve standard next steps (like ordering inspections). But if something’s unusual – say the buyer wants a 60-day close – it routes for manual review. This keeps deals moving while maintaining control where it matters.

4. From Approval to Deal in 60 Seconds

Finalized approval on a buyer representation agreement? ApproveThis tells Follow Up Boss to create a new deal record automatically. No more copying/pasting details between systems. This one’s pure gold for teams scaling beyond 50 agents – it eliminates a huge bottleneck in high-volume environments.

Setting This Up Without Losing Your Mind

Connect ApproveThis and Follow Up Boss in three steps:

1. Create a Zapier account (if you don’t have one)
2. Choose your trigger (e.g., “New Request” in ApproveThis)
3. Pick the resulting action in Follow Up Boss (e.g., “Create Task”)

Most teams get their first workflow live in 20 minutes. Pro tip: Start with one use case (like task creation) before building out more complex automations.

Who Benefits Most (And How)

Brokerage Owners

Get visibility into every dollar spent and every deal milestone without micromanaging. Use ApproveThis’ approval thresholds to auto-approve routine expenses (like lockbox rentals) while flagging abnormal requests (a $10K photography budget?).

Team Leads

Assign approval groups in ApproveThis based on your Follow Up Boss team structure. Junior agent needs a listing approval? Route it to their mentor. Escalation rules ensure requests never stall because someone’s at a closing.

Operations Managers

Auto-generate tasks in Follow Up Boss only after approvals. This prevents wasted work on requests that get denied. Bonus: Use ApproveThis’ calculated fields to auto-approve requests under $500 based on your brokerage’s policies.

The Nuts and Bolts You’ll Actually Use

ApproveThis isn’t just a rubber stamp machine. Key features that matter for real estate:

• Vacation Delegation: No more chasing agents who are on vacation. Approvals auto-reassign.
• Conditional Routing: Send luxury listings to your high-end team lead, commercial deals to the specialist.
• Email Approvals: Approvers can greenlight requests from their inbox – critical for busy agents.

Pair these with Follow Up Boss’ lead tracking, and you’ve got a system that adapts to how your team actually works.

Why This Isn’t Just Another Integration

Most CRMs force you to choose between speed and control. This combo gives both. Example: An agent can submit a staging request at 9 PM. ApproveThis routes it based on amount – auto-approving under $1K, escalating over that. Once approved, Follow Up Boss creates the task for your staging crew. The agent wakes up to a confirmed vendor without eight approval emails.

It works because:

• Approval logic lives in ApproveThis (not your CRM)
• Action execution stays in Follow Up Boss
• Zapier handles the handoff silently

Getting Started Without the Overwhelm

Pick one pain point:

If missed deadlines are killing you: Automate task creation post-approval.
If approvals take too long: Set up conditional thresholds.
If you’re managing external vendors: Use email approvals with non-Follow Up Boss users.

Book a 15-minute demo with ApproveThis, and we’ll build your first workflow live using your actual Follow Up Boss account. No “death by PowerPoint” – just a working automation you can test that day.

The Bottom Line

In real estate, speed wins. But so does compliance. This integration lets you move fast without breaking things. 500-word blog posts about “streamlined synergies” won’t help you – this setup actually will.

Register for ApproveThis or schedule a demo to see how it works with your Follow Up Boss account. Pro tip: Bring your most annoying approval bottleneck – we’ll automate it on the call.