Lead Management & Customer OnboardingPurpose
1.2. Increase conversion rates by proactively engaging leads who abandoned or stalled during application, document upload, or e-signature stages.
1.3. Ensure no lead is lost due to missed communication, automate outreach across channels, and document every touchpoint for audit/compliance.
Trigger Conditions
2.2. Required documents missing after portal signup or application submit.
2.3. E-signature not completed on lease agreement within a defined timeframe.
2.4. Payment step not finalized after application approval email sent.
2.5. System detects inactivity for X hours/days after last login or key step.
Platform Variants
• Feature: Programmable SMS API
• Setting: Configure messaging webhook and API key to send reminder to user’s verified phone.
3.2. SendGrid
• Feature: Dynamic Transactional Templates
• Setting: Create ‘Onboarding Reminder’ template, use API Key for transactional send.
3.3. Slack
• Feature: Incoming Webhook
• Setting: Post alerts to internal leasing team channels when reminders trigger.
3.4. Microsoft Outlook
• Feature: Outlook API - Send Mail
• Setting: Use client secret and token to automate personalized reminder email.
3.5. WhatsApp Business API
• Feature: Send Message Endpoint
• Setting: Integrate tenant’s number, automate reminders using template messages.
3.6. Zapier
• Feature: Gmail/Outlook/Slack integrations
• Setting: Build multi-channel workflows with conditional logic on user progress.
3.7. Google Calendar
• Feature: Events API
• Setting: Schedule follow-up tasks or calls for unresponsive leads.
3.8. Pipedrive
• Feature: Deals API
• Setting: Monitor onboarding stage and trigger reminders via connected channels.
3.9. HubSpot
• Feature: Workflow Automation
• Setting: Activate ‘Lead Nurture’ sequence when onboarding tasks incomplete.
3.10. Salesforce
• Feature: Process Builder, Email Alerts
• Setting: Auto-generate tasks and send reminders to tenants and agents.
3.11. Mailgun
• Feature: Email API
• Setting: Configure reminders with tenant merge fields and track delivery status.
3.12. ClickSend
• Feature: SMS and Email API
• Setting: Send timed SMS and email nudges for sequential onboarding steps.
3.13. Intercom
• Feature: Automated Messaging
• Setting: Set rules to ping users by app/chat when step incomplete.
3.14. Zoho CRM
• Feature: Workflow Rules
• Setting: Automate step-specific reminders tied to deal progress.
3.15. Airtable
• Feature: Automations
• Setting: Trigger personalized outreach when onboarding fields are empty.
3.16. ActiveCampaign
• Feature: Automation Builder
• Setting: Automatically segment leads with incomplete profiles, send multi-step reminders.
3.17. DocuSign
• Feature: Envelope Status API
• Setting: Automatically remind via email/SMS if signing pending > X hours.
3.18. Calendly
• Feature: Scheduling Reminders
• Setting: Auto-remind tenants about pending virtual tours or onboarding calls.
3.19. Monday.com
• Feature: Automations Center
• Setting: Notify team members and tenants when onboarding checklist items overdue.
3.20. Freshdesk
• Feature: Ticket Triggers
• Setting: Auto-create follow-up task/ticket when onboarding incomplete.
3.21. RingCentral
• Feature: SMS API
• Setting: Deliver step-specific reminders using programmable text.
Benefits
4.2. Ensures all applicants get timely, consistent reminders regardless of channel.
4.3. Improves applicant experience and lead-to-lease conversion.
4.4. Increases visibility into onboarding bottlenecks for property managers.
4.5. Guarantees all client communications are centrally tracked and reportable.