> For the complete documentation index, see [llms.txt](https://docs.talkfurther.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.talkfurther.com/integrations/crm-integrations/aline.md). # Aline The **Aline CRM integration** is one of Further’s deepest and most powerful integrations. It enables a **full two-way sync** between Further and Aline, ensuring all your sales and marketing data flows seamlessly across both platforms. With this integration, you can: * Push new leads into Aline from any Further source (VSA, conversational web forms, regular web forms, phone system). * Pull leads from Aline into Further for marketing automation (e.g., Your Place for Mom, Caring.com, digital referral networks). * Push all activities into Aline, including tours, calls, and transcript summaries. * Pull activities out of Aline into Further to keep your automation aligned with sales activity. * Pull in move-in data to power **full click-through-to-move-in analytics**. This creates a unified ecosystem where your **marketing automation** and **sales efforts** support each other without duplication or gaps. *** ### CRM Integration Support The Aline integration supports all primary types of CRM integration: * **Lead Push** * Push leads from Further sources (VSA, phone, web forms, chat). * Default mapping: * Individuals looking for themselves → *Prospects* * Individuals looking for someone else → *Contacts* * Option for *Pre-Lead* when lead can't be determined yet. * Duplicate lead check: verify if the lead exists before pushing. If duplicate, update with new information instead of creating a new record. * **Lead Pull** * Pull leads out of Aline into Further for inclusion in marketing automation campaigns. * Ideal for leads generated from referral partners such as Your Place for Mom or Caring.com. * Ensures Further’s automation workflows nurture **all lead sources**, not just those captured directly by Further. * **Activities Push** * Push in activities such as tours, calls, transcripts, and notes with basic lead information. * You can also configure your integration to push additional fields like: * Care type * Timeline * Who Is Looking * **Activities Pull** * Pull all activities from Aline back into Further and store as raw data in Further. * If tours are updated or cancelled in Aline, we update that tour in Further, and ensure there's only one active tour per person to keep data clean. * **Move-In Data** * Pull in move-in events from Aline. * Enables complete analytics from **first click → lead → activity → move-in**. *** ### Configuration Options The Aline integration offers flexible configuration options: * **Lead Closure Sync** * If a lead is marked as “lost” or closed in Aline (using a specific property), we: * Detect that status in Aline * Close the lead in Further as well * Map the reason into Further’s close-reason field This keeps your pipelines aligned across both systems. * **Opt-Out & Unsubscribe Sync** * If someone opts out in Aline, we reflect that behavior in Further. Before sending a message to a lead in Further, our system will check Aline for status changes like: * Do not call * Email opt-out * Unsubscribe from emails * When we detect any of these, we mark the lead as opted out in Further, so you don’t keep contacting them through our tools. * **Lead Notes** * If enabled, whenever your team creates conversation notes in Further, we send those notes to Aline and attach them to the right lead. * This lets your team work in Further while still keeping Aline as the central “source of truth” for lead notes. * **Phone Call Summaries** * Choose whether call summaries should be pushed into Aline. * **Mapping Rules** * **Preferred Contact Method** – push lead's preferred contact method (call, text, email) to Aline. * **Care Type Map** – map selected care type into Aline (e.g., IL, AL, MC). * **Lead Score Map** – push Further’s lead score into Aline’s lead score field (either a mapped grade or raw digital score). * **Marketing Tracking Parameters** – Push UTM tags, form location, browser data into Aline. * **Answers to Specific Chat Questions** – Push lead answers for specific chat questions to Aline. *** > ### Customizations > > ✅ **Tip:** The Aline integration is a *true two-way sync*. Further keeps marketing automation perfectly aligned with your sales activity inside Aline. Families won’t be over-messaged, sales teams always see the most up-to-date information, and operators get **end-to-end analytics** from first click to move-in. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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