Integrations.

Integrations.

We don’t do everything. We focus on doing the right things.

Integrating with other technology solutions lets us provide users with added functionality and access without sacrificing Sherpa’s core mission: to put the “relationship” back in Customer-Relationship Management. Our sophisticated API architecture means we’re an open book for partners who want to inter-create with our platform, and we aggressively pursue relationships with businesses whose products improve efficiency, efficacy and empathy in operations.

To build your custom integration, visit our Developer Library or scroll down for a summary of our most commonly used integrations.

REFERRAL AGENCY INTEGRATIONS

A Place for Mom
With this integration, representatives at A Place for Mom can send new leaders directly into the On Deck section of a community’s Base Camp. From the On Deck section, a Sherpa user can easily navigate to a lead’s profile and review the information provided.
Caring.com
This works similar to the above integration, in which new leads from Caring.com are sent directly into a community’s On Deck section.

BUSINESS INTELLIGENCE INTEGRATIONS

Now you can add sales notes directly to Sherpa from your Microsoft Outlook email inbox and also sync Sherpa events and tasks to your Outlook calendar. This integration works in a browser as well as in the Outlook desktop app. See our Reference Guide to learn more.
Enabled as a base feature of Sherpa, our Zillow integration ties directly to a prospect’s or influencer’s address and offers Leasing Counselors valuable data and knowledge about their residence.
The Google integration embeds interactive and custom Google Maps directly into a prospect’s or influencer’s profile in Sherpa.
Sales counselors who do more discovery on their prospects benefit from higher conversion ratios. Sherpa’s White Pages integration gets the search started with the ability to connect a chosen prospect with available information on their immediate and extended family.
Available for prospects and influencers, the Facebook integration allows users to quickly access an active Facebook account associated with prospects and influencers.
A great research tool for prospect planning, our LinkedIn integration allows users to quickly and easily access an existing LinkedIn profile with one click in the system.

Marketing Integrations

Bluespire
With this integration, any form on a company’s marketing website (“Contact Us” form, i.e.) created by BlueSpire can flow directly into the On Deck section of a community’s Base Camp. Specifically, leads can flow into one or multiple communities depending on what is selected by the inquirer.
HubSpot

This integration allows HubSpot forms on a company’s marketing website to flow directly into the On Deck section of a community’s Base Camp. Similar to the above integration, leads can flow into one or multiple communities based on what is selected on the original form.

Specific tasks can also be scheduled in a community’s Base Camp, based solely from an online form. For example, if a prospective resident completes an online form to schedule a tour, this integration will then create the tour in the community’s Base Camp with the designated date and time.

Finally, Sherpa can pass updated information about a prospective resident into a company’s HubSpot account, including updates to that individual’s Status and Stage of Change.

MailChimp

This integration allows users to pull up existing lists from a MailChimp account, as well as export contact information into such lists, without ever having to leave Sherpa.

These options exist through the Bulk Actions modal, which allows Sherpa users to record bulk mail outs and email outs for prospective residents and their influencers. For example, if a MailChimp campaign is created for all Active prospects in Sherpa, a user can both export these prospects into MailChimp and create a bulk action for these individuals, all from the same interface.

Yardi

The Sherpa to Yardi integration allows users of both systems to easily transmit general demographic data from Sherpa into Yardi when a sale or deposit is recorded for a prospective resident (with a dollar amount greater than $0.00).

Specifically, when a sale or deposit is recorded, the prospect and associated influencer(s) will be created in Yardi as a web lead. If applicable, unit information will be added to the new Yardi lead as a note.

COMPANY WEBSITE

Similar to many of the above workflows, this integration allows for custom-built forms on a company’s marketing website to flow into the On Deck section of a community’s Base Camp.

Absorb
Coming soon!
ACT-ON
Coming soon!

HEALTH MANAGEMENT INTEGRATIONS

ALIS

When using both platforms, this integration allows users to send prospects directly into ALIS by scheduling an Assessment in Sherpa. This will not only send over all demographic information for that prospect, but also schedule the assessment in both Sherpa and ALIS. This action will also create a new window in the shared prospect’s Sherpa profile, allowing the user to easily view any ALIS updates for that prospect.

An extensive list of updates for all prospects can also be viewed through the Partner Updates page in Sherpa.

PointClickCare
With the PointClickCare (PCC) integration, users have the ability to send a prospective resident’s demographic data directly into their PCC account. Users have the option to send this information when adding a prospect in Sherpa, or when recording a deposit or sale for that individual.
MatrixCare
Coming soon!

REFERRAL AGENCY INTEGRATIONS

A Place for Mom
With this integration, representatives at A Place for Mom can send new leaders directly into the On Deck section of a community’s Base Camp. From the On Deck section, a Sherpa user can easily navigate to a lead’s profile and review the information provided.
Caring.com
This works similar to the above integration, in which new leads from Caring.com are sent directly into a community’s On Deck section.

HEALTH MANAGEMENT INTEGRATIONS

ALIS

When using both platforms, this integration allows users to send prospects directly into ALIS by scheduling an Assessment in Sherpa. This will not only send over all demographic information for that prospect, but also schedule the assessment in both Sherpa and ALIS. This action will also create a new window in the shared prospect’s Sherpa profile, allowing the user to easily view any ALIS updates for that prospect.

An extensive list of updates for all prospects can also be viewed through the Partner Updates page in Sherpa.

PointClickCare
With the PointClickCare (PCC) integration, users have the ability to send a prospective resident’s demographic data directly into their PCC account. Users have the option to send this information when adding a prospect in Sherpa, or when recording a deposit or sale for that individual.
MatrixCare
Coming soon!

Marketing Integrations

Bluespire
With this integration, any form on a company’s marketing website (“Contact Us” form, i.e.) created by BlueSpire can flow directly into the On Deck section of a community’s Base Camp. Specifically, leads can flow into one or multiple communities depending on what is selected by the inquirer.
HubSpot

This integration allows HubSpot forms on a company’s marketing website to flow directly into the On Deck section of a community’s Base Camp. Similar to the above integration, leads can flow into one or multiple communities based on what is selected on the original form.

Specific tasks can also be scheduled in a community’s Base Camp, based solely from an online form. For example, if a prospective resident completes an online form to schedule a tour, this integration will then create the tour in the community’s Base Camp with the designated date and time.

Finally, Sherpa can pass updated information about a prospective resident into a company’s HubSpot account, including updates to that individual’s Status and Stage of Change.

MailChimp

This integration allows users to pull up existing lists from a MailChimp account, as well as export contact information into such lists, without ever having to leave Sherpa.

These options exist through the Bulk Actions modal, which allows Sherpa users to record bulk mail outs and email outs for prospective residents and their influencers. For example, if a MailChimp campaign is created for all Active prospects in Sherpa, a user can both export these prospects into MailChimp and create a bulk action for these individuals, all from the same interface.

Yardi

The Sherpa to Yardi integration allows users of both systems to easily transmit general demographic data from Sherpa into Yardi when a sale or deposit is recorded for a prospective resident (with a dollar amount greater than $0.00).

Specifically, when a sale or deposit is recorded, the prospect and associated influencer(s) will be created in Yardi as a web lead. If applicable, unit information will be added to the new Yardi lead as a note.

Absorb
Coming soon!
ACT-ON
Coming soon!

BUSINESS INTELLIGENCE INTEGRATIONS

The Sherpa and Microsoft Outlook integration will sync calendar events, tasks, and email correspondence aimed at increasing the selling power. Microsoft Versions (xyz) are supported.
Enabled as a base feature of Sherpa, our Zillow integration ties directly to a prospect’s or influencer’s address and offers Leasing Counselors valuable data and knowledge about their residence.
The Google integration embeds interactive and custom Google Maps directly into a prospect’s or influencer’s profile in Sherpa.
Sales counselors who do more discovery on their prospects benefit from higher conversion ratios. Sherpa’s White Pages integration gets the search started with the ability to connect a chosen prospect with available information on their immediate and extended family.
Available for prospects and influencers, the Facebook integration allows users to quickly access an active Facebook account associated with prospects and influencers.
A great research tool for prospect planning, our LinkedIn integration allows users to quickly and easily access an existing LinkedIn profile with one click in the system.

Additional Integrations

COMPANY WEBSITE

Similar to many of the above workflows, this integration allows for custom-built forms on a company’s marketing website to flow into the On Deck section of a community’s Base Camp.