Communication & ReportingPurpose
1.2. Consolidate communication history and interactions in real time for each contact regardless of the communication channel used.
1.3. Support compliance, audit, and retention requirements by preserving all communication trails.
1.4. Provide agents with immediate context on every inquiry to reduce response time and improve service personalization.
1.5. Enhance tenant and landlord satisfaction by ensuring all staff share unified history, reducing repeated requests and miscommunication.
Trigger Conditions
2.2. Incoming email to agency’s shared mailbox.
2.3. SMS, WhatsApp, or social message reception via business number.
2.4. Outgoing message or call initiated by agent.
2.5. Scheduled sync or daily batch contact update event.
2.6. Third-party portal (e.g. property listing) inquiry notification.
2.7. CRM or PMS data change or activity log event.
Platform variants
• Feature/Setting: SMS/MMS Logs API; configure webhook to push all incoming/outgoing SMS events to central contact manager.
3.2. SendGrid
• Feature/Setting: Inbound Parse Webhook; route all inbound tenant/landlord email to unified contact system.
3.3. Microsoft Outlook
• Feature/Setting: Graph API / Mail.Read; automate retrieval and categorization of agent communications.
3.4. Gmail
• Feature/Setting: Gmail API / Users.messages: monitor and sync communication threads per contact.
3.5. WhatsApp Business API
• Feature/Setting: Webhook event subscription; archive every chat and sync to contact record.
3.6. Salesforce
• Feature/Setting: REST API / Contacts and Activities; auto-create or update unified profiles from any channel.
3.7. HubSpot
• Feature/Setting: Contacts API + Engagements API; log all touchpoints for each contact.
3.8. Zendesk
• Feature/Setting: Tickets API / Users API; append all ticket conversation threads to contact history.
3.9. Zoho CRM
• Feature/Setting: Contacts API; auto-sync lead and customer data changes.
3.10. Pipedrive
• Feature/Setting: Persons and Activities API; pipeline all phone/email/message exchanges.
3.11. Slack
• Feature/Setting: Events API; capture all direct messages with prospects/contacts via Slack to CRM.
3.12. Microsoft Teams
• Feature/Setting: Connector/API; forward communication logs to centralized storage.
3.13. Intercom
• Feature/Setting: Conversation Webhook; ingest all chat threads into the unified profile.
3.14. Freshdesk
• Feature/Setting: Contact and Ticket Webhooks; integrate support threads with agent history.
3.15. Aircall
• Feature/Setting: Call Webhook; log call metadata and notes under the right contact.
3.16. RingCentral
• Feature/Setting: Call Log Event Subscription; sync all call details and recordings.
3.17. Asana
• Feature/Setting: Task/Comment Event API; tag contacts related to tasks/messages.
3.18. Monday.com
• Feature/Setting: API changes; automatically update timeline on relevant contact boards.
3.19. Google Sheets
• Feature/Setting: API appendRow; relay communication summaries for backup/auditing.
3.20. Dropbox
• Feature/Setting: File Requests API; store and index documents submitted by contacts.
3.21. DocuSign
• Feature/Setting: Envelope Completed Connect; attach signed agreement details to profile.
3.22. Facebook Messenger API
• Feature/Setting: Message Subscription Webhook; archive Messenger communications per lead.
3.23. Mailchimp
• Feature/Setting: Subscriber Activity API; log marketing email interactions.
Benefits
4.2. Guarantees all staff have full history of prior outreach, increasing operational transparency.
4.3. Accelerates onboarding for new team members with instant access to full contact context.
4.4. Enables advanced analytics for customer behavior and team responsiveness.
4.5. Improves compliance by maintaining a traceable record of all communications.
4.6. Enhances reputation by ensuring prompt, context-aware replies.
4.7. Reduces agent workload via automation of repetitive data entry and classification.
4.8. Facilitates GDPR and legal requests by offering comprehensive, exportable contact logs.