3 Ways to Automate Workflows with Zapier [Video]

What if we tell you that magic is real? What if we tell you that magic goes by property management automation these days but exhibits the same results; life-altering changes that are too good to be true.  

Zapier workflows for property management automation is magic at your fingertips.

What are Zapier workflows and why do property managers need automated workflows?

Zapier is a no-code automation tool that connects over 5000 apps to automate repetitive tasks. Streamline your business processes, by delegating monotonous tasks to Zapier.

In a poll intended to gauge the popularity of no-code tools like Zapier, 50% of property managers use automated workflows with Zapier actively while over 40% are interested but haven’t found ways or time to implement them.  

Automated workflows will soon be a common term in property management and for good reason:

• Save time – There is no limit to the time you can save with Zapier. Time-consuming tasks like manually entering lead information and transferring data between apps can now be done instantly and without your involvement.
• Scale your business – Property managers can now finally find time to implement growth strategies. Focus on pursuing leads, attracting owners and expanding your portfolio.  
• Automate administrative work – Cut down your manual work in at least half with Zapier. Easily build workflows to automate that tasks that are repetitive and have to be performed regularly e.g. creating move-out checklists.  

A complete no-code interface for property management workflow automation:

As daunting as it sounds, workflow automation for property management is incredibly easy to set up and requires no prior tech knowledge. You don’t need any special training beforehand and it’s effective, irrespective of number of doors you manage.  

Step 1: Connect your LetHub account with Zapier.

Step 2: Build automated workflows called Zaps.  

Each Zap consists of two parts; the trigger and the action. The trigger is the event that springs the workflow into motion. The action is what you want the next step after the event to be.  

The best part – no code required.

The second-best part - you can sign up for free today!

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3 Best Zapier Automations fo Property Managers and Leasing agents

1. Stop copy pasting leads’ data and manage documents on cloud

But here’s the thing about data – it's a huge resource but keeping it organized can be a huge headache. Your days are hectic enough and it’s time you delegated the repetitive copy-pasting to tech using property management automated workflows.

Here are some example Zaps:

• Typeform → Trello – Automatically create new owner cards in Trello for every client questionnaire submitted

• Gmail → Google Drive – Save email attachments in Google Drive folders

• Trello → Google Drive – Maintain backup copies of tenant and owner documents on Drive

• Hubspot → Google Sheets – Update spreadsheets for every new lead contact added in Hubspot  

2. Send lease renewals, automate move-ins and move-outs

You can’t focus on growing your portfolio if you have to spend your time manually tracking each lease signed with your company. Use Zapier for property management gives you access to no-code automation to set up workflows that do more in no time.  

Example Zaps:

• DoorLoop  → DocuSign – Create signature requests for new leases  

• DoorLoop → Asana – Trigger a moveout checklist when a lease ends

• DoorLoop → QuickBooks – Update tenant accounts when they move out

• DoorLoop → Gmail - Send lease renewal offers to tenants as their lease period draws to an end.

3. Manage and nurture renter leads across multiple platforms

Prospects have already expressed interest in your property but you simply don’t have time to manually pursue each lead to secure a lease. Use automated workflows for property management to build a personalized lead funnel that works in conjecture with LetHub’s fully customizable email funnel to maximize conversions.

Here are some popular workflows you can implement today:

• Facebook Lead Ads → Lead Simple – Create new contacts in LeadSimple from Facebook Lead Ads submissions

• LetHub → LeadSimple – Create contacts in LeadSimple from new LetHub leads

• LetHub → MailChimp – Subscribe new LetHub contacts to MailChimp marketing campaigns

• LetHub → Hubspot – Send LetHub leads to Hubspot, assign them to leasing agents of your choice and update their lead status

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Pro Tip: Use standardized tracking for all campaigns so it is easy to compare results and optimize your strategy.

FAQs

What is workflow automation for property managers?

Workflow automation for property managers involves using software tools like Zapier to automate repetitive tasks and processes. This automation helps streamline operations, reduce manual work, and improve efficiency by connecting various applications and setting up automated workflows, or "Zaps," that perform specific actions based on triggers.

How can workflow automation benefit property managers?

Workflow automation benefits property managers by saving time, reducing errors, and allowing them to focus on more strategic tasks. It helps automate routine processes like data entry, document management, communication, and scheduling, leading to improved productivity and operational efficiency.

What are some common tasks that property managers can automate using Zapier?

Property managers can automate a variety of tasks using Zapier, including:

• Creating new owner or tenant records in CRM systems from form submissions.
• Saving email attachments to cloud storage.
• Sending lease renewal reminders and automating lease document signing.
• Updating accounting systems when tenants move in or out.
• Managing lead data across multiple platforms.

What is a Zap in the context of roperty management?

A Zap is an automated workflow created in Zapier that connects two or more apps to automate tasks. Each Zap consists of a trigger (an event that starts the workflow) and one or more actions (tasks that are performed automatically after the trigger occurs). For example, a Zap could be set up to save email attachments to Google Drive whenever a new email arrives in Gmail.

How can property managers use Zapier to manage and nurture renter leads?

Property managers can use Zapier to manage and nurture renter leads by creating workflows that automate lead data entry and follow-up communications. For instance, they can set up Zaps to:

• Automatically create new contacts in a CRM system from lead form submissions on Facebook or LetHub.
• Add new leads to email marketing campaigns in MailChimp.
• Assign leads to leasing agents and update lead statuses in HubSpot.

What are some of the best Zaps for property management?

Some of the best Zapier automations for property managers include:

1. Data Management and Document Handling:
   • Automatically create new owner cards in Trello from Typeform submissions.
   • Save email attachments from Gmail to Google Drive.
   • Backup tenant and owner documents in Google Drive from Trello.
   • Update spreadsheets in Google Sheets from new lead contacts in HubSpot.
2. Lease Renewals and Move-In/Move-Out Processes:
   • Create signature requests for new leases in DocuSign from DoorLoop.
   • Trigger move-out checklists in Asana when a lease ends.
   • Update tenant accounts in QuickBooks from DoorLoop.
   • Send lease renewal offers via Gmail as lease periods draw to an end.
3. Lead Management and Nurturing:
   • Create new contacts in LeadSimple from Facebook Lead Ads submissions.
   • Send LetHub leads to HubSpot and assign them to leasing agents.
   • Subscribe new LetHub contacts to MailChimp marketing campaigns.

How easy is it to set up workflow automation with Zapier for property management?

Setting up workflow automation with Zapier for property management is straightforward and does not require any coding knowledge. Property managers can easily connect their apps and create Zaps through Zapier's user-friendly interface. Each Zap involves selecting a trigger event and defining the actions that should follow, making the process accessible to users of all technical skill levels.

What are some pro tips for using Zapier workflows in property management?

Some pro tips for using Zapier workflows in property management include:

• Standardizing tracking for all campaigns to easily compare results and optimize strategies.
• Regularly reviewing and updating Zaps to ensure they align with current business processes and needs.
• Taking advantage of Zapier's multi-step Zaps to create more complex and powerful automations.
• Using filters and conditions in Zaps to ensure actions are only taken when specific criteria are met, improving the accuracy and relevance of automated workflows.