Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

Sign in
  • Sign in
  • Home
  • Products
  • Automations

Available Integrations

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Getting Started
    • Sign In
    • Setup Locations
    • Add New Users
    • Setup User Roles
    • Manage Users
    • Integrate Social Pages
    • Make Business Phone Textable
    • Activate Call Forwarding
    • Birdeye Mobile App
    • Additional Support
  • Products
    • Listings
    • Reviews
    • Referrals
    • Social
    • Social Messaging
    • Website Leads
    • Payments
    • Automations
    • Campaigns
    • Messaging
    • Appointments
    • Surveys
    • Insights
    • Competitors
    • Ticketing
    • Reporting
    • BirdAI
    • Insights AI
    • Competitors AI
  • Video Library
  • Resources
    • Birdeye Webinars
    • Birdeye Guides
    • Birdeye Blogs
    • Customer Videos
    • Birdeye Podcast
    • Birdeye Results
  • Developer Portal

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.



welcomehome integration birdeye integration api token community names activity types

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • Integrating Birdeye with Zoho CRM
  • Integrating Birdeye with OpenDentalCloud
  • Integrating Birdeye with Housecall Pro
  • Birdeye Connector Application Antivirus Exclusion Process

Still can't find what you're looking for?

Create a case
Birdeye for businesses
  • Attract
  • Listings
  • Reviews
  • Referrals
  • Pages
  • Google Seller Ratings
  • Convert
  • Messaging
  • Webchat
  • Social
  • Mass Texting
  • Appointments
  • Payments
  • Delight
  • Surveys
  • Insights
  • Benchmarking
  • Ticketing
  • Objectives
  • Google for local business
  • Review Management
  • Review Generation
  • Online Reputation Management
  • Customer Messaging
  • Referral Marketing
  • Website Chat
  • Google Reviews
  • Google My Business
  • Facebook Reviews
  • Business Listings Management
  • Customer Experience
  • Industries
  • Automotive
  • Dental
  • Financial Services
  • Healthcare
  • Home Services
  • Legal
  • Property Management
  • Public Storage
  • Real Estate
  • Retail
  • Wellness
Learn more
  • Company
  • About Us
  • Leadership Team
  • Watch Demo
  • Book a time
  • Resources
  • Blog
  • Press
  • Product Updates
  • Careers
  • Success Stories
  • Birdeye Reviews
  • Birdeye Results
  • Contact Us
  • Services
  • Managed Services
  • Professional Services
  • Support and Tools
  • Scan Your Business
  • Find a Business
  • For Developers
  • Birdeye Support
  • Refer a Business
Ic App Ios BlackIc App Android Black
CONTACT SUPPORT
  • Terms & Conditions
  • Privacy Policy
  • Security
  • HIPAA
  • CCPA
  • © 2023 Birdeye Inc

Knowledge Base Software powered by Helpjuice

Definition by Author

0
0
Expand