Navigating to AppFolio CRM

Log in to the Birdeye dashboard and navigate to Settings > Integrations > All Apps. Select AppFolio CRM to connect. You will see integration benefits, pricing, and compatibility. Click the 'View Setup Guide' tab to access step-by-step instructions.

Prerequisite

The first step is to activate the Stack™ marketplace in your AppFolio account. Ensure you have AppFolio Stack Premium access, which is required for the integration.

Only Presidential Users can activate the Stack Premium feature, incurring a monthly charge of $0.50 per connected unit (minimum $100). AppFolio Plus users can access the integration at no additional cost.

Step 1: Activate AppFolio Stack Premium 

• Sign in to your AppFolio account.
• Click Add Functionality (top-right) > Integrations.
• Select Get AppFolio Stack™ Premium.
• Enter your name as an Authorized Signer > click 'Activate AppFolio Stack™ Premium.'
• Click Next.

Step 2: Enable Birdeye Integration in the AppFolio Dashboard 

• Sign in to your AppFolio account.
• Go to General Settings from the dropdown menu.
• Click Manage AppFolio Stack™ Integrations.
• Scroll to Birdeye > click the dropdown arrow > select Manage Connection.
• Click Setup Connection under Connection Settings.
• Choose to enrol all properties or specific groups > click Save.
• Check the boxes to confirm your agreement and approval.
• Click Enable Connection.
• Click Next.

Step 3: Enable AppFolio Integration in the Birdeye Dashboard

Enter the AppFolio business name in the text box and click Send Request. The name listed in the business's AppFolio dashboard is the AppFolio business name.

Once the request is sent, the Birdeye support team will process it and enable the integration in Birdeye.

• If approved, the client will receive an approval email, and the status will change to Approved.
• If the business name is incorrect, the request will be rejected. The client will receive a rejection email and must re-enter the correct business name.
• If the client does not hear back within 48 hours, they can contact Birdeye support at 1-800-561-3357 Ext. 3 or by email.

Once approved, click 'Next.'

Step 4: Map Locations

Once the integration is established, map your Birdeye locations to ensure the data flows correctly between AppFolio and Birdeye.

If you’ve integrated multiple AppFolio accounts, map each account to its corresponding Birdeye location, then map the respective AppFolio property name. Contacts will sync from AppFolio to the respective Birdeye locations based on the mapped account & respective property name. If only one AppFolio account is integrated, the Account Name column will not appear. 

Handy Tip: If a location identifier is missing for businesses with multiple Birdeye locations, refer to this article.

To get the AppFolio Property ID and Name

• Log in to AppFolio.
• Go to Properties > Properties.
• Click Property Directory.
• Click Customize (top navigation).
• Under Columns, check Property Integration ID > click Update.
• The Property Integration ID and name will now appear in the sheet.
• To get the full report:
  Click Print to PDF for a document version.
  Click Actions to export the report.

Once mapped, click 'Next' to continue.

Step 5: Select Triggers

Check the box to select your preferred triggers, as shown in the image below. After making your selection, click 'Done.' Once triggers are saved, details will sync between AppFolio and Birdeye.

A toast message will appear on the screen saying, 'AppFolio completed successfully.' You can now build automated campaigns for reviews, surveys, and referrals or any other custom campaigns by clicking the 'Go to Campaigns' option or skipping it.