How to Automate Real Estate Decisions with ApproveThis + iNCOM USA

When Your CRM and Approval System Finally Get Along

Let’s be real: real estate moves fast. You’re juggling leads, listings, and enough paperwork to bury a skyscraper. Now imagine your CRM (iNCOM USA) and approval processes (ApproveThis) working together like a well-oiled machine instead of two separate headaches. That’s what happens when you connect these two through Zapier. No more copy-pasting data between systems or chasing down signatures. Just decisions happening faster than a bidding war in a seller’s market.

Why This Combo Works for Growing Teams

iNCOM USA handles the front end – capturing leads, tracking interactions, managing listings. ApproveThis handles the back end – getting sign-offs from managers, legal, or clients. Together, they create closed-loop automation that’s perfect for:

• Brokerages approving new agent-generated leads
• Property managers signing off on maintenance budgets
• Marketing teams greenlighting campaign spends

Best part? Approvers only need access to ApproveThis – no extra iNCOM licenses required. Perfect for involving external partners or executives who shouldn’t have full CRM access.

Three Ways This Integration Actually Solves Problems

1. Qualify Leads Before They Go Cold

The Setup: New iNCOM lead → Auto-create approval request in ApproveThis.
Real-World Use: A mid-sized brokerage routes all Zillow leads through approval. Managers review lead source/quality before assigning to agents. Result? 23% fewer wasted follow-ups in first 90 days.

2. Update CRM Status Instantly on Approval

The Flow: ApproveThis decision → Auto-update iNCOM lead record.
How It’s Used: Property management co. auto-flags approved maintenance requests as “Scheduled” in CRM. Field teams always see current priorities without manual updates.

3. Trigger Reviews When Leads Get Hot

The Connection: Lead activity in iNCOM → New approval request in ApproveThis.
Case Example: When high-value leads revisit pricing pages 3+ times, sales directors get automatic approval requests to authorize custom offers. Cuts response time from 2 days to 4 hours.

Approval Features You’ll Actually Use

While setting this up, don’t sleep on these ApproveThis features:

• Approval Thresholds: Auto-approve maintenance requests under $500, escalate others
• Vacation Delegation: No approval bottlenecks when managers are at closings
• Email Approvals: Let time-crunched execs sign off directly from Outlook

Setting This Up Without Losing Your Mind

Here’s the 30-second version:

1. Create Zapier account (if you don’t have one)
2. Choose iNCOM USA as trigger app
3. Pick ApproveThis as action app
4. Map CRM fields to approval request details

Full setup takes most teams under 15 minutes. Pro tip: Use ApproveThis’ pre-built templates for common real estate workflows.

Who Benefits (Besides Your Sanity)

Sales Teams

Stop babysitting CRM entries. Get automatic approval alerts when leads hit certain scores. Example: When a lead’s “hotness” score in iNCOM crosses 80/100, system pings sales manager for discount approval.

Marketing Departments

Launch campaigns faster. Set approval chains for budget spends over $X – with automatic CRM data attached to each request. No more digging through old emails to justify costs.

Operations Managers

Track vendor contracts and maintenance approvals in same system you manage properties. Auto-log all decisions back to relevant iNCOM records for audit trails.

The Bottom Line

If you’re using iNCOM USA but still doing approvals via email chains or paper forms, you’re leaving money on the table. This integration isn’t about flashy tech – it’s about eliminating the 15-minute gaps where deals die and costs creep.

Ready to stop playing spreadsheet detective? Book a 15-minute demo or start a free trial. First 100 sign-ups get pre-built real estate approval templates (worth $299) for free.