Sherpa Integrations.

Built to play with others.

Sherpa Integrations.

Built to play with others.

It’s about communication.

For senior living community operators to succeed, team members need to communicate with each other. Technology is no different.
 
Our sophisticated architecture was designed to communicate with any software platform through a library of Application Program Interfaces (APIs). To learn more about how our current and planned integrations can work for you, contact our Product Manager Brent Roberts today at integrations@sherpacrm.com
 

Health & Billing Management Integrations

17_MatrixCare
Matrixcare  

The bi-directional Matrixcare integration allows users to send prospects’ demographics, contact and census information from Sherpa to Matrixcare by recording a Deposit or Sale in Sherpa. Matrixcare will also return census updates to Sherpa, including move-outs and unit transfers.

16_PointClickCare
PointClickCare  (In Progress)

The PointClickCare integration allows users to send prospects’ demographics, contact and census information from Sherpa into PointClickCare by recording a Deposit or Sale in Sherpa.

15_Yardi
Yardi

The Yardi integration allows users to send prospects’ demographics, contact and census information from Sherpa into Yardi by recording a Deposit or Sale in Sherpa.

18_Eldermark
Eldermark

The bi-directional Eldermark integration allows users to send prospects’ demographics, contact and census information from Sherpa to Eldermark by recording a Deposit or Sale in Sherpa. Eldermark will also return census updates to Sherpa, including move-outs and unit transfers.

19_Caremerge
Caremerge      

The bi-directional Caremerge integration allows users to send prospects’ demographics, contact and census information from Sherpa to Caremerge by recording a Deposit or Sale in Sherpa. Caremerge will also return census updates to Sherpa, including move-outs and unit transfers.

29_AlisNew
Alis

The bi-directional Alis integration allows users to send prospects and their respective demographic information directly into Alis upon scheduling an assessment within Sherpa.  Additionally, this integration will add a new window inside the prospect’s Sherpa profile, enabling users to view any Alis updates for that prospect for easy access.

Learn More

realpage logo 2
RealPage 

The bi-directional RealPage integration allows users to send prospects’ demographics, contact and census information from Sherpa to RealPage by recording a Deposit or Sale in Sherpa. RealPage will also return census updates to Sherpa, including move-outs and unit transfers. 

Marketing Automation & Tools Integrations

09_Hubspot
HubSpot

The bi-directional HubSpot integration allows sales-qualified leads to be pushed from HubSpot directly to Sherpa as well as sync records between HubSpot and Sherpa to analyze campaign effectiveness. Additionally, prospects can easily schedule tours and appointments on the Sherpa calendar directly from HubSpot forms.

10_ActiveDemand
ActiveDEMAND (In Progress)

The bi-directional ActiveDEMAND integration allows users to push sales-qualified leads from marketing campaigns into Sherpa including information on campaign inquiry source, demographic data and marketing metadata to easily report on campaign effectiveness. Additionally, tours and appointments booked through ActiveDEMAND forms can be synced with the Sherpa calendar. 

11_Mailchimp
MailChimp

The MailChimp integration allows users to pull up existing lists from a MailChimp account as well as export contact information from Sherpa into such lists

12_Reputation
Reputation

The Reputation integration allows users to set up activity triggers, such as tour or home visit, in order to automatically send surveys to prospects and influencers. 

28_TheStudioNew
The Studio

The Studio integration allows Sherpa users access to dozens of event postcards and flyers for prospects and professionals. An upgrade to Studio Pro is available to access email banners, Facebook posts, newsletters, direct mail campaigns and marketing kits.

Incoming Lead Integrations

Sherpa welcomes leads from different lead integrations sources. Through our On Deck workflow, sales people can assess and manage incoming leads from these digital sources.

01_A Place for Mom
A Place for Mom

The bi-directional A Place for Mom integration allows for online lead referrals to be pushed directly into Sherpa with the option for Sherpa to send activity notifications, such as tours, back to A Place for Mom.

02_Caring com
Caring.com

The Caring.com integration allows for online lead referrals to be pushed directly into Sherpa with the option for Sherpa to send activity notifications, such as tours, back to Caring.com.

03_SeniorVu
SeniorVu

The SeniorVU integration allows for online referrals to be pushed directly into Sherpa for easy access.

04_Company Website
Company Website

The company website integrations allows for inquiry submissions from your own websites to be pushed directly into Sherpa for easy access.

bluespire logo 1
BlueSpire

The BlueSpire integrations allows for inquiry submissions from your own websites to be pushed directly into Sherpa for easy access.

06_G5
G5

The G5 integration allows for marketing and website inquiry submissions to be pushed directly into Sherpa.

familyassets logo
Family Assets 

The Family Assets integration allows for online referrals to be pushed directly into Sherpa for easy access.

leadingresponse logo
Leading Responses 

The Leading Responses integration allows for online referrals to be pushed directly into Sherpa for easy access.

retirementliving logo
Retirement Living 

The Retirement Living integration allows for online referrals to be pushed directly into Sherpa for easy access.

roobrik logo
Roobrik (In Progress) 

The Roobrik integration will allow for online referrals to be pushed directly into Sherpa for easy access.

lifestylecx logo
LifestyleCX (In Progress) 

The LifestyleCX integration will allow for online referrals to be pushed directly into Sherpa for easy access.

Incoming Leads — Post Acute Integrations

Through these integrations, users can streamline the intake process and quickly start managing their referrals in Sherpa.

allscripts logo
Allscripts (In Progress)

The Allscripts integration will allow leads to be pushed from Allscripts into Sherpa’s On Deck section of a community’s Base Camp and trigger a notification of a new lead.

 

ensocare logo
Enso Care (In Progress)

The Enso Care integration will allow leads to be pushed from Enso Care into Sherpa’s On Deck section of a community’s Base Camp and trigger a notification of a new lead.

 

Live Chat & Call Center Integrations

Sherpa’s live chat and call center integrations enable users to quickly access the lead and the chat content to effectively follow up with the prospect.  

07_Sitestaff 1
SiteStaff

The SiteStaff integration allows leads to be pushed from live chat directly into Sherpa’s On Deck section of a community’s Base Camp and trigger a notification of a new lead.

 

03_SeniorVu
SeniorVu

The SeniorVu integration integration allows leads to be pushed from live chat directly into Sherpa’s On Deck section of a community’s Base Camp and trigger a notification of a new lead.

 

Prospect Discovery Integrations

Get quick access to understand more about your prospects and their influencers by providing easy access to supporting details about their backgrounds, such as social media profiles and neighborhood information.

20_Zillow
Zillow

The Zillow integration allows users to tie into a prospect or influencer’s address in order to offer leasing counselors valuable data and information about their current residence.

21_GoogleMaps
Google Maps

The Google Maps integration allows for interactive and custom Google Maps to be embedded directly into a prospect’s or influencer’s profile in Sherpa.

22_WhitePages
White Pages

The White Pages integration allows users to connect a chosen prospect with demographics and contact information of their immediate and extended family.

 

23_Facebook
Facebook

The Facebook integration allows users to quickly access an active Facebook account associated with prospects or influencers.

24_LinkedIn
LinkedIn

The LinkedIn integration allows users to quickly access the LinkedIn account associated with contacts or influencers.

Communication & Productivity Integrations

Sherpa’s communication and productivity integrations make it easier to spend more time in the selling zone and less time managing your calendars. Through syncing calendar events across the below partners and your Sherpa calendar, it’s easy to see all of your tasks in a single location.

25_MicrosoftOutlook
Microsoft Outlook

The bi-directional Microsoft Outlook integration allows users to sync calendar events, tasks and email correspondence with Sherpa to help increase efficiency and time in the selling zone.

26_Calendars
Google, Yahoo & iCal Calendar

The integrations with Google, Yahoo and iCal calendars allow users to sync calendar events and tasks from Sherpa directly to their respective calendar.

13_active directory
Microsoft Active Directory / Single Sign-on

The Microsoft Active Directory integration allows users to sign-on to their company network with one set of credentials and gain immediate access to available software platforms, such as Sherpa.