Yardi Senior Housing Prospect Lead Referral

Yardi Senior Housing Prospect Lead Referral

Summary: Conversion Logix interfaces with Yardi Voyager's Senior Housing Prospect Lead Referral Interface to send leads.


What does the integration do? 

  • Imports new prospect information



What information do you need to provide Conversion Logix?

  • Yardi Voyager Lead Source Name

  • Yardi Voyager API Endpoint

  • Yardi Voyager Database Server

  • Yardi Voyager Database Name

  • Yardi Voyager Database Username

  • Yardi Voyager Database Password



Clients need to: 

  1. Allow "Community Website" as an Initial Activity Type within your Yardi CRM.
    1. Please reach out to your Yardi representatives for assistance.


What are the known limitations?

  • For Senior Living properties only

  • Does not update a lead

  • Does not create an appointment

  • Does not update an appointment

  • Lead source type is defaulted to "Senior Living"

  • The integration is available to Yardi Senior Living clients in their installation of the Voyager Senior Housing application.





    • Related Articles

    • Yardi CRM (Email)

      Summary: Conversion Logix can send leads via email to the Yardi system What does the integration do?  Send lead What information do you need to provide Conversion Logix? CRM email Lead source type Lead source name What are the known limitations? Does ...

    • Yardi Standard Interface Integration

      Summary: Conversion Logix is a Yardi approved vendor. Conversion Logix, including The Conversion Cloud, is a fully qualified standard interface vendor for use by clients on Voyager 7S. Follow these steps to begin your integration between Conversion ...

    • Eldermark CRM

      Summary: Conversion Logix can send prospect information to Eldermark CRM via two methods: ActiveDemand or API What does the ActiveDemand integration do? Send leads via ActiveDemand's workflow tool. The customer must have an ActiveDemand license and ...

    • Aline CRM with PCS (Prospect-Centered Selling)

      Summary: Conversion Logix interfaces with Sherpa via API to send prospect information and appointment details within Sherpa What does the integration do?  Creates prospects  Sets appointments What information do you need to provide Conversion Logix? ...

    • Entrata CRM

      Summary: Conversion Logix interfaces with Entrata’s API to create leads & set appointments. Conversion Logix supports Entrata for our CRM & Ad Automation services. Please see the attached document at the bottom of this article. To begin your ...