1.Captures lobby check-in
Integrate The Receptionist, reception capture tools, and logging tools to capture each lobby check-in.
When lobby check-ins and visitor details are captured manually, outreach segmentation lags and follow-up timing slips. This automation creates a spreadsheet record, updates Mailchimp subscribers and tags, sends SMS and email alerts, and requests reviewsβso your team reaches residents at the right moment.
Integrate The Receptionist, reception capture tools, and logging tools to capture each lobby check-in.
Integrate Google Sheets and spreadsheet tools to create a row and log visitor fields by purpose and location.
Integrate Mailchimp and email marketing tools to match by email and apply tags for segmented campaigns.
Integrate Twilio and SMS messaging tools to send confirmations or employee clock in reminders based on purpose.
Integrate Gmail and email sending tools to notify configured HR and operations addresses for prompt responses.
Integrate GiveMe5 and review capture tools to send a delayed review invitation using visitor details.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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