Supercharge Yardi CRM - Accelerate your Sales
ActiveDEMAND adds some killer features to Yardi CRM:
- Automating Lead Score progressions
- Automatic Prospect/Contact creation
- Contact insertions
- Click to call
- Activity scheduling
- Scheduled contact sync
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ActiveDEMAND is used to market to prospects, nurture leads, and report on marketing/sales results. Not all data from ActiveDEMAND should go to Yardi CRM ... there are many very early stage actions that a prospect may take that are not yet ready for sales engagement. Using Automation, you can determine which prospect activities are ready for Yardi CRM and which are not. The base case: Data flowing to Yardi CRM from ActiveDEMAND happens when a prospect does something that ActiveDEMAND is tracking. For example, a prospect fills out a form, this could create a new prospect in Yardi CRM.
Note: The flow of data FROM ActiveDEMAND to Yardi CRM is controlled in the Lead Processing workflows (Automation->Lead Processing).
If we can make the assumption that marketing 'assumes' a lot of things about a prospect, and that the sales people 'know' what is going on with a prospect, then we can assume that the data in Yardi CRM is 'more accurate' than that in ActiveDEMAND. Thus when a contact updates in Yardi CRM, we should tell ActiveDEMAND about the contact.
Note: Data flowing FROM Yardi CRM to ActiveDEMAND is handled automatically using the Import Scheduler (Contacts->CRM Contact Updates).
The CRM Contact Update system sets up the connection between Yardi CRM to AD.
Setting Up Yardi CRM and ActiveDEMAND Communication
You will need your Yardi CRM Company ID and your Yardi CRM API Key. Reach out to Yardi CRM support to find Yardi Company ID and your Yardi API Key. You will need to give them your ActiveDEMAND API Key to enable the integration.
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In ActiveDEMAND, go to the account settings (Administration->Account Settings) Scroll down to the 'Integrations Tab', click on the 'Add Application'
Scroll down find Third Party Apps, click the Add Application Button
Select 'Yardi CRM' from the list:
Now on every contact details page (in ActiveDEMAND), on the Activity Timeline, and on the contact details section you will see a Post to CRM button.
Clicking the button will post the prospect to Yardi CRM.
Whenever a contact is pushed to Yardi CRM from ActiveDEMAND, the standard and custom fields in ActiveDEMAND can be mapped to the standard/custom fields in Yardi CRM. You must set this mapping up for ActiveDEMAND to know which fields to update in Yardi CRM. In the Account Settings (Administration->Account Settings), scroll down to the Integrations Tab.
You can map ActiveDEMAND fields to Yardi CRM Fields:
In ActiveDEMAND, under Automation->Lead Processing you can customize your lead distribution and lead management. If you have access to the Sales Lead Notifications or Phone Call Sales Notification workflows, you now will see a new workflow item in the Workflow Actions.
This action will give you the ability to post/update a Prospects in Yardi CRM. Everything requires a Prospect in Yardi CRM, thus this object creates/updates Prospects and can create associated contacts as well.
The two modes of this action are
Mode 1: Primary Contact is the Prospect
Mode 2: Related contact is the Prospect
In Mode 2, the contact that filled out the form is also created using the associated relationship in the configuration.
Importing Contacts From Yardi CRM -> ActiveDEMAND
After Yardi CRM has been linked to your account, importing contacts is easy. In ActiveDEMAND, browse to Contacts->Import Contacts. You should see an option for pulling contacts from Yardi CRM:
You will be given full control over what to do if contacts exist, what fields map to what, etc.
Automatically update contacts in ActiveDEMAND from Yardi CRM
One of the more powerful features of the ActiveDEMAND-Yardi CRM integration is the ability to update contacts in ActiveDEMAND automatically. To automatically pull changes from Yardi CRM to ActiveDEMAND, use the contact import connection to ensure the Yardi Contact data is always in ActiveDEMAND. The import Connection (Contacts->CRM Contact Updates ) filter system allows you to have full control over what gets data and which contacts are automatically updated in ActiveDEMAND.
Note: as with any import, ActiveDEMAND will never delete data as a result of an import. Most fields will 'update' as a result of an import with the exception of phone numbers and email addresses. As a contact can have more than one email address, an import will add email addresses and phone numbers to the existing list.
Things To Know
One Yardi Prospect with Two Contacts
If a Prospect exists in Yardi CRM that has two associated contacts, ActiveDEMAND will create one contact and use the following pattern
First Name: Contact 1 First Name & Contact 2 First Name
Last Name: Contact 1 Last Name
and they will have the same email address
The influencer has the same email address as a Prospect
If an influence exists that has the same email address as a Prospect, ActiveDEMAND will not import the influencer.