Update tenant renewal records from form replies fast

You receive tenant renewal and move-out submissions untracked, delaying lease decisions and move-out prep. It updates CRM process records and posts a submission note so managers can act same day.

Overview

Tenants' renewal replies and move-out confirmations are time-sensitive and need to be actionable in your CRM. This workflow captures each submission, attaches a shortened document link, and updates the CRM so property managers can follow up same day and keep processes on schedule.