1.Monitor deal stage changes
Integrate HubSpot to detect deal stage changes for check-in workflows and centralize lease status triggers.
Create lease-end check-in tickets and owner tenant tasks
Automatically monitor deal property changes in HubSpot across CRM deal stages. Create and update when lease end stage triggersβso you can set check-in status, create tenant and owner tickets, and schedule owner tasks without manual setup.
How this automation schedules lease check-ins
When a deal moves into the lease-end stage, delays can leave check-ins unassigned. This automation updates check-in status in HubSpot, creates and links tenant and owner tickets, and schedules an engagement taskβso your team stays on track.
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2.Update deal check-in status
Integrate HubSpot to set check-in status fields on the deal to Not Started and route the right lease ID.
3.Create tenant and owner tickets
Integrate HubSpot to create one tenant check-in ticket and one owner check-in ticket with dates and owners.
4.Associate tickets to deal
Integrate HubSpot to attach both created ticket IDs back to the originating deal for clean context.
5.Create dated engagement task
Integrate HubSpot to create a dated engagement task linked to the deal and tickets for the assigned owner.
6.Link contacts to correct tickets
Integrate HubSpot and Looping by Zapier to loop deal contacts and associate renters to the tenant ticket and owners to the owner ticket.
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Simplify lease workflows with automated renewal tracking, document routing, and tenant record updates
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