You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
Home > Company Details & Settings > CRM Integrations > Yardi Email Parsing Integration
Yardi Email Parsing Integration

The Yardi integration uses email parsing to send Conversion Cloud information to the Yardi system.

 

CRM Name- Type Yardi CRM
Integration Type Email
Send Lead Yes
Update Lead No
Create Appointment No
Update Appointment No
Comments  Appointment information is provided in the comments section.

 

Integration Requirements - Yardi CRM Integration

 

Field Name

 

Description

 

CRM Emails

  • The CRM Email address is provided by the Yardi user. This is the email address to send the Conversion Cloud submission so it is parsed by the Yardi CRM.

  • CRM Emails field is located in Company > Settings > Notification Settings

Lead Source Name

  • Lead Source Name is provided by the Yardi user. This field is created and set by the Yardi user. It provides a method to categorize leads in the system.

  • Example: Lead Source Name = Web OR Internet

Lead Source Type

  • Select Multi-Family House OR Senior Living.

  • This setting declares the type of lead to the Yardi system and matches a setting in the software. Currently, these are the only two selections available.

Exact Property Name

The Exact Property Name is provided by the Yardi user.

 

Notes: 

  • Reuses all fields listed for the HTML Integration: CRM Emails | CC Emails | Reply-to Email

  • Definition: Email Parser

    • An email parser is a piece of software that allows the extraction of data from incoming emails. Email parsers can be configured to pull specific data fields from incoming emails.

    • This allows the conversion of an unstructured email into easy-to-handle structured data.

Feedback
0 out of 0 found this helpful

scroll to top icon