Integrating Birdeye with WelcomeHome
WelcomeHome is a customer relationship management (CRM) solution that helps senior living communities streamline operations related to multi-channel communications, sales tracking, referral management and more from within a centralized platform. It allows supervisors to schedule daily activities and assign tasks to specific sales professionals. Integrating WelcomeHome with Birdeye will automate the sending of review requests to your customers daily.
Birdeye allows you to fetch data from your CRM using a predefined trigger. Here is the supported trigger for WelcomeHome:
Trigger Display Name |
Trigger Description |
WelcomeHome Move-In Trigger Service |
This trigger fetches customer data (resident and influencer) once the resident has moved in. |
WelcomeHome Move-Out Trigger Service |
This trigger fetches customer data(resident and influencer) once the resident has moved out. |
Birdeye Lead |
This trigger will create prospects in WelcomeHome CRM. |
| WelcomeHome Activity Completed Trigger Service | This trigger fetches customer data(resident and influencer) once the activity has been completed. |
Survey Writeback Trigger |
Activate this trigger to automatically sync customer survey responses from Birdeye to WelcomeHome under the prospect’s activity notes. |
To set up integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.
HOW TO GET CLIENT API TOKEN:
You should request the API token from your WelcomeHome spoke.
FETCH WELCOMEHOME COMMUNITY NAMES
Follow the below step to fetch the community names from the WelcomeHome dashboard:
Login to the WelcomeHome dashboard, enter your email address and click 'SIGN IN.'
Enter a password, and click 'SIGN IN.'
After successful login, you should be directed to the CRM dashboard or homepage.
Once you are in the Communities section, you will view a list of communities associated with the CRM. Copy the 'Community Name.'
Alternatively, you can click on the 'Select a Community' drop-down menu, and it will display the names of the communities. You can then copy them from there to add to the location-level property field.
FETCH WELCOMEHOME ACTIVITY TYPES
Follow the below step to fetch the Activity Types from the WelcomeHome dashboard:
After successfully creating the prospect, navigate to the 'Activities' tab of that prospect.
Click on the '+ ADD ACTIVITY' button.
Select 'Schedule an Activity.'
Choose 'Activity Types' from the dropdown menu.
HANDY TIP: It is important to note that you can choose one activity at a time.
A dropdown will appear, listing all available activity types. Click on the 'ADD' button.
