> 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/yardi.md).

# Yardi

The **Yardi CRM integration** is one of Further’s deepest and most powerful integrations. It enables a **full two-way sync** between Further and Yardi, ensuring all your sales and marketing data flows seamlessly across both platforms.

With this integration, you can:

* Push new leads into Yardi from any Further source (VSA, conversational web forms, regular web forms, phone system).
* Pull leads from Yardi into Further for marketing automation (e.g., Your Place for Mom, Caring.com, digital referral networks).
* Push all activities into Yardi, including tours, calls, and transcript summaries.
* Pull activities out of Yardi into Further to keep your automation aligned with sales activity.
* Pull in move-in data to power **full click-through-to-move-in analytics if enabled**.

This creates a unified ecosystem where your **marketing automation** and **sales efforts** support each other without duplication or gaps.

***

### CRM Integration Support

The Yardi 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 →*Self*
    * Individuals looking for someone else → *Child, Spouse, Friend, or Other* depending on VSA selection 
  * If no match is found, default relationship is **Self**
  * Duplicate lead check: Further checks email and phone before creation
* **Lead Pull**
  * Pull leads out of Yardi 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.
  * Activities we push:
    * Scheduled tours
    * Phone call and messages.
    * Call transcript summaries or webform submissions from Further’s call system.
    * Lead notes
* **Activities Pull**
  * Pull all activities from Yardi back into Further.
  * Pull in completed tours from Yardi by default

***

### Configuration Options

The Yardi integration offers flexible configuration options:

* **Move-In Data**
  * Pull in move-in events from Yardi.
  * Enables complete analytics from **first click → lead → activity → move-in**.
* **CRM Source Name Mapping (Push)**
  * Map Further lead sources to the appropriate source names in Yardi.
  * Default creates the Lead Source Name as *FamilyAssets* in Yardi
  * Ensures accurate attribution inside Yardi.
  * Can also create mapping for **Secondary Source Name** and **Initial Activity Type**
* **Voice Lead Activity Type**
  * Custom voice lead activity type
* **Opt-In/ Opt-Out Status**
  * Further pushes when a lead has opted out of call or email channels into Yardi
  * Ensures all messaging remains compliant
* **Lead Source Mapping (Pull)**
  * Select specific lead sources from Yardi that should be pulled into Further for marketing automation.
* **Push Surveys**
  * Post-tour survey syncing
* **Analytics Events**
  * Allow Further to push analytic events like (page views, engagements, and webform submissions) into Yardi
* **Advanced Tour Pulling** 
  * Pull in both scheduled and completed tours
  * Lead creation from tours (if lead is missing in Further)
* **Closed Lead Exclusion Rules**
  * Configurable exclusion list for closed/deactivated leads
* **Mapping Rules**
  * **Care Type Map** – map selected care type into Yardi (e.g., IL, AL, MC).
  * **Lead Score Map** – push Further’s lead score into Yardi as Lead Status (cold, warm, hot).
  * **Relationship Map** – customize mapping who the person is searching for (self, parent, spouse, etc.) into Yardi.
  * **Custom Lead Data Fields** - Up to 6 User-Defined fields 

***

> ✅ **Tip:** The Yardi integration is a *true two-way sync*. Further keeps marketing automation perfectly aligned with your sales activity inside Yardi. 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


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