Property managers use a TON of separate software tools to run their business, most of which don't communicate with each other. You're constantly switching between browser tabs to find the info you need about an owner, property, tenant, then going to another software to use that information. You spend too much of your time finding important client/property information you need, and more time manually entering that info into other softwares, so you can actually deliver value to your clients.

Sound familiar?

Unfortunately, it probably does to most property managers.

The good news?

If you use LeadSimple for CRM and process management, and AppFolio as your property management software, this integration will save you that valuable time so you can dedicate it to delighting your customers, not data entry!

Note: You may need to upgrade your plan to access the direct sync with AppFolio. If you do not see the AppFolio Integration on your Integrations page in LeadSimple or are redirected to the Billing page, reach out to support@leadsimple.com and we'll help you out.

What's included in the LeadSimple/AppFolio integration?

One-way, automatic sync of Owners, Tenants, Properties, Units, Applicants, and Vendors from AppFolio to LeadSimple, every hour.

Easy Setup - No need to create and send complex reports to LeadSimple! Follow these simple instructions to activate the LeadSimple integration in your AppFolio account.
A migration tool to the new integration - if you previously used LeadSimple's integration with AppFolio's reports and want to switch to the new direct integration, use our migration tool to merge your existing AppFolio data in LeadSimple with the data coming from their API once you turn the integration on.

Two-way, automatic sync of Work Orders from AppFolio to LeadSimple and vice versa.

Work Order Sync with LeadSimple Maintenance!

What is NOT included currently:

Two-way sync of owner, tenant, vendor, and property data. LeadSimple does not push any data back into AppFolio at this time. We hope to do this in the future though! Stay tuned, and let us know what you'd like us to push back to AppFolio!

How does this automatic data sync help you?

Eliminate hours of manual data entry - Most of the customer and property information you need to run your processes is automatically synced to LeadSimple and kept up to date without manual data entry from you.

Consolidate systems - You don't have to constantly switch between AppFolio and LeadSimple to find information you need for each customer. It's already in LeadSimple, ready to use in all of your operational processes and customer communications.

Link back to AppFolio - When you need to look at an owner, property, tenant, etc... in AppFolio, just click a link on that record in LeadSimple and you'll be instantly redirected to their page in AppFolio. Think about how many clicks that saves you!

Make your processes consistent - You can use the data that syncs from AppFolio to adapt your LeadSimple processes to each individual customer or property. This way, even if a new employee is running the process, the process tells them exactly what they need to do in many different real-life scenarios so they won't make mistakes and your clients get the same great customer experience every time.

Stop getting "ghost" calls from new applicants - "Did you get my application on 123 main street?" You've probably heard that question countless times from tenant applicants. But no more. Syncing new Applicants from AppFolio allows you to send an auto-responder letting clients know you got their application and will follow up shortly. How many hours of time will that feature save you!

What data syncs from AppFolio to LeadSimple?

See this help article for full details on the data that syncs from AppFolio and how it maps to LeadSimple.

But in summary, LeadSimple syncs:

Owners
Tenants
Applicants
Vendors
Properties
Units
Work Orders

How often does LeadSimple sync updates from AppFolio?

Owners	Once per hour
Tenants	Once per hour
Applicants	Every 5 minutes
Vendors	Once per hour
Properties	Once per hour
Units	Once per hour
Delinquent Rent & Amount Receivable	Every 5 minutes This allows your delinquency/collections process to automatically* thank tenants after they have paid their delinquent rent, or keep reminding them to do so as long as they have an unpaid balance.*

Where can I find this information in LeadSimple?

Once your AppFolio account is connected to LeadSimple and data is syncing, you can find it in 4 unique LeadSimple pipelines.

Current owners, current tenants, and applicants are automatically connected to the property or unit they own / are renting.

Links Back to AppFolio

Owners, tenants, vendors, applicants, and properties will all be linked back to their corresponding records in AppFolio so you can find them there when needed, with just one click!

Look for the AppFolio logo on leads, contacts and properties like so:

What records do these links go to?

They will redirect you to the record in AppFolio that corresponds to the type of record you click on in LeadSimple. For example, if you click on the Contact link on a Tenant record in LeadSimple, it will take you to that tenant record in AppFolio.