Entrata CRM API Integration

Matthew Pate

Aug 23, 2021

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

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

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.