Entrata CRM API Integration

Matthew Pate

Oct 15, 2020

The Entrata API uses the following required items to send Conversion Cloud information to the Entrata system.

Benefits
Function/Property	Value
CRM Name- Type	Entrata CRM [API]
Integration Type	API
Send Lead	Yes
Update Lead	No*
Create Appointment	Yes
Update Appointment	No*
Comments	Future Development: Update lead and calendar functionality \| Update functionality programmed but not tested or deployed.

Entrata CRM Integration Requirements
Field Name	Description
Conversion Logix Entrata User	The Entrata user must create a Conversion Logix user in their Entrata system. This user is required to send Conversion Cloud submissions. Recommended user name: “conversion_logix_api@” After the @ sign is typically the customers domain name.
Entrata API Access	After the user creates the Conversion Logix user, this user must grant access to the below API calls for the integration to work. The user grants access in Entrata. getProperties getLeadPickLists sendLeads updateLeads
Password	This is created and supplied by Entrata user.
Lead Source Name	This is the category or element to categorize a Conversion Cloud lead when injected into the Entrata system. Examples: Specials Banner or Website or even Conversion Cloud Lead
Domain	This is created specifically for a property or set of properties. This must be supplied by Entrata user.
Property Id	This must be supplied by Entrata user. This is a number. Example: 674579

Notes:

Reuses all fields listed for the HTML Integration: CRM Emails | CC Emails | Reply-to Email
This is a REST API
- REST stands for REpresentational State Transfer. This is an architectural style for providing standards between computer systems on the web, making it easier for systems to communicate with each other.
- Systems that follow REST are stateless, meaning that the server does not need to know anything about what state the client is in and vice versa.