ApproveThis manages your Dakno Integration approvals.

Why Approval Automation Matters in Real Estate

In fast-paced real estate operations, delays in approvals can mean lost deals or frustrated clients. Dakno's marketing automation tools help agents capture leads and manage contacts, while ApproveThis adds critical structure to decision-making processes. Together through Zapier, these platforms create a seamless bridge between lead engagement and operational governance.

Property managers, brokerages, and development firms using Dakno for lead generation can now automatically route key decisions through ApproveThis. This combination eliminates manual follow-ups while maintaining compliance with corporate policies or regulatory requirements.

Strategic Advantages for Real Estate Teams

Connecting Dakno with ApproveThis solves three core challenges:

• Speed-to-approval: Reduce decision latency on marketing spend, contract terms, or property listings
• Audit compliance: Maintain automatic records of who approved what - crucial for MLS regulations

For example, when a new lead comes through a Dakno landing page, ApproveThis can immediately trigger approval chains for personalized follow-up offers. Decision-makers receive email notifications with embedded approve/reject buttons - no need to log into multiple systems.

Three Impactful Use Cases

1. Marketing Campaign Approvals

When a Dakno form submission triggers a new ad campaign request, ApproveThis can:

• Route budget approvals to regional managers
• Require legal review for compliance disclosures
• Auto-approve repeat vendors under $2,500 using approval thresholds

Practical application: A brokerage chain automatically approves local open house promotions while routing national advertising budgets through corporate marketing leads.

2. Client Onboarding Acceleration

New contacts added in Dakno can trigger property-specific approval workflows:

• Automated lead assignment approvals
• Custom welcome package approvals
• Escalation paths for VIP clients

Practical application: Luxury property teams require partner approval before assigning high-net-worth leads to junior agents.

3. Transaction Coordination

Approval statuses from ApproveThis can update Dakno contact records to:

• Trigger next-step marketing automations
• Update deal stage tracking
• Notify transaction coordinators

Practical application: Conditional approval of inspection contingencies automatically moves contacts to "Under Contract" nurture sequences.

Key Integration Features

ApproveThis enhances Dakno's capabilities through:

• Email approvals: Brokers can approve listing agreements directly from mobile
• Vacation coverage: Automatically reassign approvals during industry conferences
• Calculated fields: Auto-flag commission splits needing senior partner review

Notably, external partners like title companies only need ApproveThis access - no additional Dakno licenses required. This saves costs while maintaining security boundaries between systems.

Implementation Guide

Setting up the integration takes three steps:

1. Create Zapier connections to both Dakno and ApproveThis
2. Map Dakno triggers (form submits/contact adds) to ApproveThis actions
3. Configure approval rules and notifications in ApproveThis

Most teams complete initial setup in under 45 minutes. Test with non-critical workflows first - try approving a new vendor intake form before moving to purchase agreements.

Team-Specific Benefits

Sales Teams

Agents gain real-time visibility into approval statuses through the ApproveThis dashboard. Automated reminders prevent deals from stalling while waiting for signatures.

Marketing Teams

Ensure brand compliance by requiring creative approvals before campaigns launch. Dynamic thresholds allow urgent social media posts under $500 to bypass lengthy reviews.

Operations Teams

Maintain control over vendor spend without micromanaging. Automatic escalation paths ensure critical path items get prioritized attention.

Common Implementation Mistakes

Do:

• Leverage calculated fields for commission splits
• Use approval groups for multi-broker reviews

Don't:

• Overcomplicate initial workflows
• Ignore vacation delegation settings

Getting Started

Real estate teams using Dakno can activate ApproveThis workflows through Zapier with minimal technical effort. The combination particularly benefits:

• Brokerages managing 50+ agents
• Property managers handling 100+ units
• Developers coordinating multi-phase projects

To explore specific use cases for your organization, schedule a custom demo or start a free trial with pre-built real estate templates.

Final Considerations

While the technical integration is straightforward, success requires aligning approval workflows with actual business processes. Start with high-volume, low-risk approvals like marketing asset reviews before handling sensitive financial approvals.

Remember that ApproveThis maintains full audit trails independent of Dakno - crucial for compliance in regulated markets. Combined with Dakno's lead tracking, this creates an airtight system for growth-focused real estate teams.