Articles on: Senior Living

What Activities are Imported into ActiveDEMAND from my CRM (Enquire, WelcomeHome, Sherpa, Yardi)?

What Activities are Imported into ActiveDEMAND from my Senior Living CRM?



As long as there is a valid CRM integration, (Account Settings > Integrations >Third Party Applications) all activities that occur in the CRM are automatically imported into ActiveDEMAND as custom events.




ActiveDEMAND supports all activity types for Enquire, WelcomeHome, Sherpa, and Yardi.

Here are the activity types that are available for each CRM:

Enquire


Appointment
Assessment
Call In
Call Out
Deposit
Email In
Email Out
Event
Fax
Home Visit
Mail In
Mail Out
Mass Email
Mass Mail
Move In
Move Out
Referral
Text In
Text Out
To Do
Tour - Onsite
Tour - Virtual
Transfer rooms
Update
Video Message
Walk In
Walk In w/Tour
Web Form
Outreach - Appointment
Outreach - Call In
Outreach - Call Out
Outreach - Email In
Outreach - Email Out
Outreach - Text
Outreach - Networking
Internal Referral


WelcomeHome


Assessment
Move-in Confirmation
Other
Planning Time
Thank You Note
Call
Email
Collect Deposit
Scheduled Visit
Unscheduled Visit
Tour
Text
Virtual Tour
Note
Home Visit


Sherpa/Aline CRM



This requires that Events are enabled in the Sharpa account and mapped to corresponding ActiveDEMAND fields.

Occupancy Events:
Move In
Trial Stay
Move Out
Unit Transfer

Sales Activity Events:
Initial Tour
Return Tour
Initial Home Visit
Return Home Visit
Appointment
Assessment
Call In
Call Out (No VM)

Yardi


Call Out (No VM)
Initial Tour
Call Out (VM)
Call In
Appointment
Assessment
Return Tour

Updated on: 17/01/2024

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