ApproveThis manages your LeadSimple Integration approvals.

When Your CRM and Approval System Actually Get Along

Let’s be real – most CRMs and approval tools act like divorced parents at a kid’s birthday party. LeadSimple keeps your real estate pipeline moving, while ApproveThis handles the “can we actually do this?” decisions. Connect them through Zapier, and suddenly you’ve got a system where leads don’t get stuck waiting for someone to check their email.

Why This Combo Works for Property Teams

LeadSimple built their entire platform around scaling property management companies. ApproveThis? We help those same companies avoid signing bad leases or hiring sketchy contractors because someone skipped an approval step. Together, they handle the two biggest leaks in real estate ops: messy pipelines and approval black holes.

Key Benefits You’ll Actually Notice

For brokers: New lead in LeadSimple? Auto-send for commission approval in ApproveThis before your agent wastes three hours on a dead deal.

For property managers: Vendor quote hits your CRM? Route it through maintenance budget approvals without leaving LeadSimple’s interface.

For everyone: Approvers can greenlight deals via email – no need to log into yet another system (we know your contractors won’t).

Setting This Up Without an IT Degree

1. Zapier account: If you’re automating between tools, you probably have this already.
2. Connect LeadSimple: Use their Leadsimple API docs – it takes 2 minutes.
3. Add ApproveThis: Our Zapier integration needs zero coding.
4. Pick your trigger: Most teams start with “New Lead” in LeadSimple → “Create Approval Request” in ApproveThis.
Boom – next time a lead comes in, your CFO gets an email they can approve while waiting for their latte.

Real-World Use Cases That Don’t Suck

1. Auto-Create Approvals for Hot Leads

Scenario: New property lead hits LeadSimple at 8 PM.
Zapier Magic: Creates ApproveThis request for brokerage manager.
Why It’s Cool: Manager approves via email before breakfast. Lead gets contacted by 9 AM instead of rotting in the CRM.

2. Escalate Stale Deals Automatically

Scenario: Lead’s been in “Negotiation” pipeline for 14 days.
Zapier Magic: Triggers ApproveThis request to VP Sales.
Why It’s Cool: No more guessing when to step in. VP either approves extending the deal or kills it to focus elsewhere.

3. Instant CRM Updates When Approvals Happen

Scenario: Team approves $5K marketing spend in ApproveThis.
Zapier Magic: Updates LeadSimple lead’s tags and budget field.
Why It’s Cool: Sales team sees approved budgets immediately – no more “I didn’t know we could offer that!”

4. Auto-Pause Leads When Approvals Stall

Scenario: Contractor approval request gets ignored for 48h.
Zapier Magic: Changes LeadSimple pipeline stage to “On Hold”.
Why It’s Cool: Stops your team from promising work that’s not officially approved yet.

Department-Specific Wins

Sales Teams: Stop Being Approval Janitors

New lead comes in → automatic commission approval request. Approved? Lead gets assigned. Denied? Lead gets tagged “Requires Upfront Payment”. Your closers spend time selling, not herding approvers.

Operations: Budgets That Actually Work

Connect LeadSimple’s vendor management to ApproveThis’ approval thresholds. Quotes under $2K auto-approve. Over $2K? Routes to CFO. Over $10K? Requires CEO + ops director. No more surprise budget overages.

Execs: See Bottlenecks Before They’re Problems

ApproveThis’ dashboard shows which pipeline stages have the longest approval delays. Combine that with LeadSimple’s deal velocity stats – now you know exactly where approvals are killing your revenue.

Advanced Features You’ll Use More Than You Think

Approval Thresholds: Auto-approve small maintenance requests, escalate big ones.
Vacation Delegation: Contractor approval needed but your PM is hiking? Requests auto-forward.
Calculated Fields: Auto-calculate commission amounts in approval requests based on LeadSimple deal size.

The Big Picture Stuff Your CFO Cares About

When LeadSimple and ApproveThis actually talk:
- 23% faster approvals (real data from our property management clients)
- 15% fewer deals stuck in “waiting on approval” limbo
- 100% less “I didn’t get the email” excuses

How This Scales With Your Portfolio

5 properties? You can probably wing it with emails. 50+? You need:
- Standardized approval rules that apply whether it’s a $500 repair or $50K renovation
- Auto-archiving denied requests in LeadSimple so they don’t clog reports
- Approval SLAs that alert you when a critical deal approval is taking too long

Common Mistakes (So You Can Avoid Them)

Don’t: Connect every single LeadSimple field to ApproveThis. Start with 3-5 critical data points.
Do: Use LeadSimple tags to trigger different approval workflows (e.g., “Urgent” vs. “Routine”).
Don’t: Make contractors log into ApproveThis. Set up email approvals and watch compliance actually happen.

Ready to Stop Losing Deals to Approval Delays?

This isn’t about flashy tech – it’s about closing that 14-unit deal before the owner gets cold feet. ApproveThis + LeadSimple via Zapier keeps your team moving while still getting the necessary sign-offs.

Get started with ApproveThis (takes 8 minutes) or book a live demo where we’ll show how property teams cut approval delays by 60%.