What Activities are Imported into ActiveDEMAND from my CRM?

As long as there is a valid CRM integration, (Account Settings > Integrations >Third Party Applications) all activities that occur in the CRM are automatically imported into ActiveDEMAND as custom events.

ActiveDEMAND supports all activity types for Enquire, WelcomeHome, Sherpa, and Yardi.

Here are the activity types that are available for each CRM:

Enquire

  • Appointment
  • Assessment
  • Call In
  • Call Out
  • Deposit
  • Email In
  • Email Out
  • Event
  • Fax
  • Home Visit
  • Mail In
  • Mail Out
  • Mass Email
  • Mass Mail
  • Move In
  • Move Out
  • Referral
  • Text In
  • Text Out
  • To Do
  • Tour - Onsite
  • Tour - Virtual
  • Transfer rooms
  • Update
  • Video Message
  • Walk In
  • Walk In w/Tour
  • Web Form
  • Outreach - Appointment
  • Outreach - Call In
  • Outreach - Call Out
  • Outreach - Email In
  • Outreach - Email Out
  • Outreach - Text
  • Outreach - Networking
  • Internal Referral

 

WelcomeHome

  • Assessment
  • Move-in Confirmation
  • Other
  • Planning Time
  • Thank You Note
  • Call
  • Email
  • Collect Deposit
  • Scheduled Visit
  • Unscheduled Visit
  • Tour
  • Text
  • Virtual Tour
  • Note
  • Home Visit

 

Sherpa CRM

Occupancy Events:

  • Move In

  • Trial Stay
  • Move Out
  • Unit Transfer

Sales Activity Events:

  • Initial Tour
  • Return Tour

  • Initial Home Visit

  • Return Home Visit
  • Appointment

  • Assessment
  • Call In

  • Call Out (No VM)

Yardi

  • Call Out (No VM)
  • Initial Tour
  • Call Out (VM)
  • Call In
  • Appointment
  • Assessment
  • Return Tour
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