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Entrata CRM API Integration
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Send customer data to Entrata using the Entrata API configuration.

 

Benefits
Function/Property Value
CRM Name Entrata CRM
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

Entrata User

  • The Entrata user must create and provide a Conversion Logix user in their Entrata system.

  • Recommended user name: conversion_logix_api
    Example: conversion_logix_api@company.com

Password

  • This is created and supplied by Entrata user.

API Access

After creating the above user, grant access to the following API calls:

  • getProperties

  • getLeadPickLists

  • sendLeads

  • updateLeads

Lead Source Name

  • Category or element under which to categorize customer information when delivered to the Entrata system.

  • Examples: Specials Banner or Website.

Domain

  • Created specifically for a company, community, property, or set of properties and must be supplied by Entrata user.

Property Id

This must be supplied by Entrata user. This is a number. Example: 674579

 

đź—’  Note: Schedule Genie™ polls the Entrata system every 15 minutes to check for calendar changes or updates.  đź—’

 

Notes: 

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

  • Appointment Type: Requested type included in comments if no appointment type field is available.

  • 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 - the server does not need to know anything about what state the client is in and vice versa.

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