> 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/welcomehome.md). # WelcomeHome The **Welcome Home CRM integration** is one of Further’s deepest and most powerful integrations. It enables a **full two-way sync** between Further and Welcome Home, ensuring all your sales and marketing data flows seamlessly across both platforms. With this integration, you can: * Push new leads into Welcome Home from any Further source (VSA, conversational web forms, regular web forms, phone system). * Pull leads from Welcome Home into Further for marketing automation (e.g., Your Place for Mom, Caring.com, digital referral networks). * Push all activities into Welcome Home, including tours, calls, and transcript summaries. * Pull activities out of Welcome Home 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 Welcome Home 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 → *Influencers* * Option to override and push all contacts as Prospects. * Duplicate lead check available: 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 Welcome Home 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. * Fully customizable: * Define tour activity type names. * Define phone call activity type names. * Push in call transcript summaries from Further’s call system. * Include residence and influencer blocks to adjust lead formatting in Welcome Home. * Append additional user details into activity notes for context. * **Activities Pull** * Pull all activities from Welcome Home back into Further. * Prevents duplicate messaging—for example, if a tour is booked in Welcome Home, Further will not send an automated tour reminder. * **Move-In Data** * Pull in move-in events from Welcome Home. * Enables complete analytics from **first click → lead → activity → move-in**. *** ### Configuration Options The Welcome Home integration offers flexible configuration options: * **Duplicate Lead Check** * Turn on a safeguard to check for duplicate leads before pushing into Welcome Home. * **Prospect vs. Influencer Setup** * Default: * Self-seekers = Prospect * Searching for others = Influencer * Can configure to treat all new leads as Prospects. * **Tour & Call Activity Customization** * Set your own custom activity type names for tours. * Set your own custom activity type names for phone calls. * **Transcript Summaries** * Choose whether call transcript summaries should be pushed into Welcome Home. * **CRM Source Mapping (Push)** * Map Further lead sources to the appropriate source names in Welcome Home. * Example: push leads from Google Ads into the “Google Ads” source ID in Welcome Home. * Ensures accurate attribution inside Welcome Home. * **Lead Source Mapping (Pull)** * Select specific lead sources from Welcome Home that should be pulled into Further for marketing automation. * Setup requires entering the CRM ID from Welcome Home and naming it descriptively in Further. * Example: enter the “A Place for Mom” source ID from Welcome Home → name it “A Place for Mom” in Further → enable nurture. * Once mapped, Further can nurture these leads through automation alongside your other lead sources. * **Mapping Rules** * **Move-In Timing Map** – sync move-in timing from VSA/web forms into Welcome Home. * **Care Type Map** – map selected care type into Welcome Home (e.g., IL, AL, MC). * **Lead Score Map** – push Further’s lead score into Welcome Home’s lead score field. * **Relationship Map** – map who the person is searching for (self, parent, spouse, etc.) into Welcome Home. *** ### Customizations Optional customizations allow for fine-tuning of the integration: * Push residence block & influencer block for customized lead record formatting. * Append additional user details into activity notes. * Create advanced CRM source mapping rules for granular marketing attribution. * Configure whether all contacts are Prospects or if you want to keep the Prospect/Influencer split. *** > ✅ **Tip:** The Welcome Home integration is a *true two-way sync*. Further keeps marketing automation perfectly aligned with your sales activity inside Welcome Home. 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.\ > ome --- # 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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