We spent the week improving the places where larger teams and busier workflows need a little more confidence: clearer people organization, more useful reporting, fewer timeouts, and steadier automation across LeadSimple and connected systems.
New and rolling out
- 👥 Account teams are starting to roll out, helping larger companies organize users by department, market, or team so assigning work and mentioning teammates is easier.
- 📊 Lead pipeline reporting can now include property context, making it easier to compare source performance by one property or across a selected group.
- 🏠 AppFolio owner creation can now be triggered from CRM pipeline stage changes, helping owner leads move more smoothly into AppFolio when they reach the right step.
- 🏷️ The “First-to-reply” setting has been renamed to “Lead Notification” so the setting better matches what it controls.
Inbox, Email & Texting
- ✉️ Email sending is being moved into background processing to reduce request timeouts when email providers are slow.
- 📨 Inbox email sending is more reliable after a fix for linked-record errors that could interrupt a send.
- 📱 Text messaging is more dependable for contacts that were incorrectly blocked from receiving texts.
Workflows & Automation
- 🧭 Newly added workflow steps no longer retroactively trigger for leads that were already sitting in that stage.
- ✅ AppFolio-connected tasks are less likely to retrigger months after they were completed.
- ⚙️ Autopilot runs are more resilient when an individual record fails, a query times out, or an external API rate limit is hit.
- 🧾 Autopilot history keeps more useful run detail for debugging when something needs a closer look.
Integrations & API
- 🔄 Weekly recurring Zapier actions should be more dependable after timeout fixes for Create Process and Update Process steps.
- 🏘️ Rent Manager delinquency sync keeps receivable balances more current during incremental syncs, so eligible units are less likely to be skipped before the next full sync.
- 🧩 REST API process lookups are more reliable when requesting a process through its process type endpoint.