ApproveThis manages your Entegral Base approvals.

Integration Categories:

Crm

Let’s cut to the chase: approvals suck. They’re the speed bumps of business operations, especially in fast-moving industries like real estate. Between chasing down signatures for new listings, verifying client updates, and managing compliance paperwork, your team’s time evaporates faster than a puddle in the Sahara.

But here’s where it gets interesting. Combine Entegral Base – the Swiss Army knife of property management – with ApproveThis, and you’ve got a system that handles approvals like a concierge handles VIP requests. No more spreadsheets. No more “I thought YOU signed off on that.” Just decisions moving forward at the speed your business actually runs.

Why This Combo Works (Even If You Hate Tech)

Entegral Base already handles the heavy lifting – property listings, client records, document storage. But approvals? Those still live in email chains, sticky notes, or worse, someone’s memory. ApproveThis plugs directly into your existing Base workflows via Zapier, turning every critical decision into a trackable, automated process.

Think of it like adding traffic lights to your approval highways. You set the rules (who needs to sign off, under what conditions), and the system routes requests automatically. No licenses needed for external partners – your title company or staging vendor can approve directly via email without jumping into Base.

Four Ways This Integration Saves Real Estate Teams Time

1. Stop Letting Hot Leads Go Cold

Scenario: A new lead hits your Base system. Your ideal process? Sales manager approves lead assignment → Listing agent gets notified → Client gets a confirmation SMS. Reality? The lead sits in someone’s inbox while they’re out showing properties.

Fix it with automation: Zapier triggers an ApproveThis request the second a new Base lead appears. Sales leads approve/deny directly from their phone (no app needed). Approved? Base auto-updates the lead status and fires off an SMS to the client through your CRM. Denied? It routes back to the pool with notes.

2. Never Miss a Follow-Up (Even When Karen’s on Vacation)

Scenario: Your operations team approves a price change on a stale listing. They should schedule a client call to discuss… but it slips through the cracks. Two weeks later, the seller’s furious.

Automate accountability: When an ApproveThis request gets approved (say, for a price adjustment), Zapier creates a contact activity in Base with details like “Call client by [date]” and assigns it to the listing agent. If the agent doesn’t log a call within 48 hours, ApproveThis escalates to their manager.

3. Kill Compliance Anxiety Before It Kills Your Rep

Scenario: An agent updates property details in Base after a renovation. Legally, you need a broker sign-off before it goes live. But if that approval isn’t logged? Hello, lawsuit.

Build guardrails: Set ApproveThis to trigger anytime a property update exceeds certain thresholds – like square footage changes or price adjustments over 5%. The right broker gets an email with before/after snapshots, approves/denies in two clicks, and Base automatically publishes (or blocks) the update. Audit trail? Done.

4. Ditch the “Did You Get My Approval?” Texts

Scenario: A buyer’s offer gets approved internally, but no one tells the agent until they follow up. Cue frantic calls and a pissed-off buyer.

Close the loop: When an offer approval is finalized in ApproveThis, Zapier sends a 140-character SMS directly to the client’s phone: “Hi [Name], your offer on [Address] was approved at [Time]. Next steps: [Link].” No middleman, no delay, no ambiguity.

Setting This Up Without Losing Your Mind

Good news: You’re not building the Death Star here. If you can set up a Base listing, you can handle this in under 20 minutes:

Connect the dots in Zapier: Link your Base and ApproveThis accounts (takes 3 clicks).
Pick your trigger: “New Lead in Base” → “Create Approval Request in ApproveThis.”
Map the fields: Tell Zapier which Base data (like lead price or property ID) to pull into the approval form.
Set approval rules: Define who approves what. Pro tip: Use ApproveThis’ calculated fields to auto-route high-value leads to senior brokers.
Test with a real transaction: Submit a dummy lead in Base. If your phone dings with an approval request, you’re golden.

Most teams start with one workflow (like lead approvals) and expand as they see results. ApproveThis lets you clone workflows, so setting up #2 and #3 takes half the time.

Who Actually Benefits (Beyond the Obvious)

Sales Teams: Stop Herding Cats

Agents live in their cars, not their inboxes. With email/SMS approvals, they can greenlight deals between showings. Plus, ApproveThis’ vacation delegation means no more “Out of Office” bottlenecks – if your lead broker’s skiing in Aspen, requests auto-route to their second-in-command.

Operations: Be the Enforcer Without Being the Bad Guy

Automated approval chains mean you’re not the one hounding agents for signatures. Set the rules once, and let ApproveThis handle compliance tracking. Real-time dashboards show which approvals are pending, so you can anticipate delays before they blow up.

Leadership: Actually Sleep at Night

Custom reports show approval cycle times, bottleneck departments, and compliance rates. Spot trends like “Commercial deals take 72h longer to approve than residential” – then adjust your workflows. Plus, having every decision logged in Base means you’re audit-ready 24/7.

The Fine Print (Because Lawyers Exist)

Yes, your approvers need Base access – but they don’t need ApproveThis licenses. Clients, vendors, or external partners can review and approve requests via email without logging into either system. For teams juggling 20+ external collaborators (think inspectors, stagers, photographers), this alone saves $500+/month on software seats.

Your Move

Let’s be real – nobody gets excited about approval software. But losing deals because someone forgot to click “Approve”? That’s the kind of excitement you don’t need.

ApproveThis + Entegral Base via Zapier isn’t about flashy features. It’s about eliminating the 7% of your week spent chasing decisions so you can focus on the 93% that actually grows your business.

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