Lead & Tenant Management AutomationPurpose
1.2. Streamline corporate oversight, auditing, and reporting of tenant correspondence and requests in real-time.
1.3. Automate message routing, escalation, reminders, and archiving for efficient lead and tenant management from inquiry to move-out.
1.4. Enhance tenant experience by ensuring response tracking, SLA adherence, and communication consistency.
Trigger Conditions
2.2. Scheduled message campaigns for renewals, updates, maintenance, or alerts.
2.3. Tenant response received on any supported channel.
2.4. Unanswered tenant message after predefined time (escalation trigger).
2.5. Change in tenant or lease status in core property management system.
Platform Variants
• Feature: Programmable SMS API
• Setting: Configure webhook to capture inbound texts, set auto-reply logic, and escalate by keyword or non-response.
3.2. SendGrid
• Feature: Transactional Email API
• Setting: Register domain, configure SMTP relay, enable inbound parse webhook for email tickets.
3.3. Mailgun
• Feature: Routes and Parsing API
• Setting: Setup parsing rules to convert emails to tickets, enable webhook delivery for real-time alerts.
3.4. WhatsApp Business API
• Feature: Message and Webhooks
• Setting: Register sender, approve templates, receive messages via secure webhook for escalation workflow.
3.5. Slack
• Feature: Incoming Webhooks and Events API
• Setting: Connect channel, post notifications, trigger bot response to keywords for internal escalation.
3.6. Microsoft Teams
• Feature: Incoming Webhooks
• Setting: Send messages to specific channel for tenant updates, configure adaptive cards for action.
3.7. Facebook Messenger
• Feature: Messenger Platform Webhooks
• Setting: Enable message receipt, connect lead generation forms, push chat to internal agents.
3.8. Google Chat
• Feature: Incoming Webhooks
• Setting: Push system notifications, enable bot response for recurring tasks.
3.9. Zendesk
• Feature: Ticketing API
• Setting: Create ticket on inbound message, assign to agent, sync status changes.
3.10. Salesforce
• Feature: Service Cloud Digital Engagement APIs
• Setting: Route messages by lead/tenant, log all activity, trigger auto-workflow for reminders.
3.11. HubSpot
• Feature: Conversations API
• Setting: Sync inbound emails/messages, auto-create deals, set lifecycle stage based on interaction.
3.12. Intercom
• Feature: Inbox API
• Setting: Pipe texts/emails into Intercom, automate assignment and tagging.
3.13. Freshdesk
• Feature: Omnichannel Ticketing API
• Setting: Aggregate multi-channel comms, trigger SLA notifications, auto-assign based on property.
3.14. Pipedrive
• Feature: Webhooks
• Setting: Update pipeline on reply/lead action, post reminders for follow-up.
3.15. Aircall
• Feature: Calls & SMS API
• Setting: Log all voice/SMS, attach call recording link to tenant file, trigger callback workflow.
3.16. Zoho CRM
• Feature: Omnichannel API
• Setting: Capture all incoming leads/messages, build workflow for auto-follow-ups.
3.17. G Suite (Gmail/Google Chat)
• Feature: Gmail API and Chat API
• Setting: Parse inbound emails, post major alerts into Chat rooms, auto-label and mark as resolved.
3.18. Asana
• Feature: Tasks API
• Setting: Create task when communication unresolved past SLA, assign to building manager.
3.19. Monday.com
• Feature: Automations and Webhooks
• Setting: Log comms as items, assign status and due dates for team tracking.
3.20. Telegram
• Feature: Bot API
• Setting: Send automated notifications to tenants, receive maintenance requests, assign to correct building.
Benefits
4.2. Accelerates corporate response time via automated triggers and alerts.
4.3. Reduces manual workload by eliminating the need to monitor multiple channels separately.
4.4. Improves tenant satisfaction by guaranteeing consistent, timely replies.
4.5. Enables data-driven management decisions via analytics on communication performance.