LeadSimple
· #435 most-usedTurn every owner inquiry and operational task into a tracked, automated process
LeadSimple is the CRM and operations platform built specifically for property management companies — capturing owner and tenant leads, running structured playbooks for leasing and onboarding, and keeping every team member accountable through process automation. Connect LeadSimple to Actionist and your agents can create and update leads, fire off onboarding and renewal processes when deals close, log call notes automatically, triage and route inbound conversations in the shared inbox, and surface weekly pipeline and compliance reports — all without a team member touching the dashboard.
Eliminates manual work. Agents eliminate manual post-call logging, shared inbox triage, process creation for every won deal and vacancy, and weekly pipeline reporting that the property management team currently performs by hand.
What your LeadSimple agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
LeadSimple × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New owner lead briefed and call scheduled within the hour
Within about a minute of a new lead entering the LeadSimple pipeline, the agent retrieves the prospect's details, posts a briefing card to the assigned sales rep in Slack, schedules a 15-minute outreach call for the next morning in Google Calendar, and logs the lead in the weekly tracker — so no new owner inquiry waits longer than a business day for first contact.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales40 min / weekManual post-call CRM updates
Reps manually log each call, write notes, update the pipeline stage, and set follow-up tasks in LeadSimple after every call — adding 5-10 minutes of admin to every sales conversation.
Sales Agent0 minAgent creates leads, logs calls, and advances stages automaticallyWhen a call completes, the agent writes the note, updates the stage, and schedules the follow-up in Google Calendar — no post-call manual entry for the sales team.
- Marketing30 min / weekManual lead source tracking and inbox triage
The marketing team manually tags conversations by channel, checks which leads converted, and assembles a weekly source report from LeadSimple's dashboard — a 30-minute task every Monday.
Marketing Agent0 minAgent tags, routes, and tracks lead source conversion automaticallyWhen an inbound message arrives, the agent tags it by channel, searches for the contact, and posts a weekly source-conversion breakdown to the team without anyone building a report.
- Customer Support60 min / weekManual shared inbox triage
The support team reads every inbound message in the shared inbox, decides the category, assigns it to the right person, and checks whether the sender is an existing contact — adding 2-3 minutes to every message that comes in.
Customer Support Agent0 minAgent triages and routes every inbound conversation within a minuteThe support agent reads each inbound message, applies a tag, identifies the sender from LeadSimple contacts, and routes it to the right queue — no manual inbox sorting.
- Human Resources20 min / weekManual onboarding process creation
HR manually creates a new LeadSimple process for each new hire, assigns tasks one by one, sets due dates, and notifies the relevant team members — taking 15-20 minutes per hire.
Human Resources Agent0 minAgent creates onboarding processes for every new hire automaticallyWhen a new hire is confirmed, the agent creates a fully-templated onboarding process in LeadSimple with all tasks assigned and due dates set — no manual process creation per hire.
- Finance30 min / weekManual weekly pipeline-to-revenue reconciliation
Finance manually exports won deals from LeadSimple each week, cross-references them with contract terms, and builds a revenue-added summary for the management meeting.
Finance Agent0 minAgent compiles new-contract revenue data weekly without manual queriesEvery Friday the agent searches for won leads, logs contract terms as notes, and posts a new-doors summary to the finance Slack channel — without anyone manually exporting data from LeadSimple.
- Operations45 min / weekManual process creation and task assignment
The operations team manually creates a LeadSimple process for each triggered workflow — onboarding, make-ready, renewal — assigns tasks to team members, and sets due dates by hand.
Operations Agent0 minAgent creates and advances operational processes without manual interventionWhen a won deal triggers onboarding or a unit goes vacant, the agent creates the correct process from the template and assigns first tasks automatically — no operations manager manually kicking off workflows.
- Legal25 min / weekManual compliance audit of process records
The legal team manually reviews LeadSimple's process list each week to identify unsigned agreements, check for missing owner management agreement records, and flag at-risk renewals.
Legal Agent0 minAgent scans for unsigned agreements and compliance gaps weeklyEvery Tuesday the agent searches all renewal processes for agreements sent but unsigned after 14 days and posts a compliance risk list — no manual audit of individual process records.
Calculate what your team saves
Based on LeadSimple's typical team usage — the visible tasks plus a few other automations the agent runs: ~3.2 hrs / person / week of admin work automated.
How to plug LeadSimple into Actionist
Pick the connection method that suits your environment.
Connect LeadSimple using your account API key — available from the LeadSimple Settings page. Provides full access to leads, processes, contacts, properties, and webhook triggers.
Log in to LeadSimple and navigate to Settings. Look for the Integrations or API section.
Generate or copy your API key. Treat it like a password and store it securely.
Paste the API key into the field below and click Test connection. Actionist will verify access before any actions run.
18 actions your agent can call
Read and write operations available to your Actionist agent.
8 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.