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
BUSINESS INTELLIGENCE INTEGRATIONS
Marketing Integrations
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 based solely on submission of the HubSpot 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 prospect’s profile 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.
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.
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.
HEALTH MANAGEMENT INTEGRATIONS
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.
REFERRAL AGENCY INTEGRATIONS
HEALTH MANAGEMENT INTEGRATIONS
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.
Marketing Integrations
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.
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.
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.
BUSINESS INTELLIGENCE INTEGRATIONS
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.