Communication & EngagementPurpose
1.2. Facilitate two-way engagement during onboarding, reducing manual communication, improving tenant satisfaction, and maintaining audit trails for compliance and operational efficiency.
1.3. Provide automated reminders for document uploads, e-signatures, and move-in steps for a seamless tenant experience.
Trigger Conditions
2.2. Tenant added to CRM with “Onboarding” status.
2.3. Digital contract finalized via e-signature app.
2.4. Manual flag from leasing team for onboarding sequence start.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Messaging API, use programmable SMS with webhook to initiate first message on trigger.
3.2. SendGrid
• Feature/Setting: Transactional Templates, configure dynamic fields for tenant name and unit, auto-send welcome email.
3.3. Mailchimp
• Feature/Setting: Automation Journey, trigger “Welcome” sequence on contact tag assignment.
3.4. HubSpot CRM
• Feature/Setting: Workflow Automation, assign new tenant property, send email sequence using “PropertyMove-In” workflow.
3.5. Slack
• Feature/Setting: Incoming Webhooks, notify property team of tenant onboarding and automate follow-up reminders.
3.6. DocuSign
• Feature/Setting: Connect API to verify lease signature completion, trigger info pack email.
3.7. Zapier
• Feature/Setting: Scheduled workflows, monitor new tenants and coordinate multi-channel drip campaigns.
3.8. Salesforce
• Feature/Setting: Process Builder, auto-populate onboarding checklist and send series of automated communications.
3.9. ActiveCampaign
• Feature/Setting: Automation Recipes, configure multi-part welcome and information flow based on custom properties.
3.10. Microsoft Teams
• Feature/Setting: Bot Framework, send proactive messages to leasing channel when welcome sequence is initiated.
3.11. Intercom
• Feature/Setting: Series Automation, deliver in-app/welcome chat messages with essential property information.
3.12. Freshdesk
• Feature/Setting: Scenario Automations for bulk ticket creation—track document submission and move-in requests.
3.13. Google Sheets
• Feature/Setting: App Script trigger, append new row for each onboarded tenant and mark communication stages.
3.14. Outlook 365
• Feature/Setting: Automated Flows via Power Automate, send templated welcome emails and calendar invites.
3.15. Notion
• Feature/Setting: Database API connection, update onboarding boards and send checklists.
3.16. Calendly
• Feature/Setting: Integration API for automated move-in scheduling and confirmation emails.
3.17. WhatsApp Business API
• Feature/Setting: Automated messaging sequence on tenant phone submission.
3.18. Asana
• Feature/Setting: New Task Trigger for onboarding workflow; assign actionables to property manager.
3.19. Smartsheet
• Feature/Setting: Automated Alert, send reminders for uncompleted onboarding steps.
3.20. Webex
• Feature/Setting: Messaging API, notify operation teams and trigger tenant video-call welcome if preferred.
3.21. Monday.com
• Feature/Setting: Board Automations to move tenant card through onboarding phases and notify team.
3.22. Trello
• Feature/Setting: Power-Ups, automatically add checklist cards for contract and welcome outreach.
3.23. BambooHR
• Feature/Setting: API for tenant HR file onboarding if providing corporate housing.
3.24. Pipedrive
• Feature/Setting: Deal stage automation, trigger email and SMS reminders for onboarding steps.
Benefits
4.2. Reduces workload on staff by automating repetitive onboarding messages and reminders.
4.3. Improves tenant engagement and satisfaction through personalized, timely communications.
4.4. Enhances record-keeping, compliance, and follow-up with tracked and auditable communication logs.
4.5. Accelerates move-in readiness, reducing errors and missed steps by automating the checklist process.