Integrating Yardi Senior Living CRM with ActiveDEMAND

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Step 1:

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:

Click Save.

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.

Step 2

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:

Step 3:

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.