LeadSimple

Shadai Griffith

Tori Bradford

Aimee

Learn about our integrations with AppFolio, Buildium, PropertyWare, Rent Manager, Zapier, MailChimp and more!

Integrations

How to connect LeadSimple to your Property Accounting Software

Here's the ins and outs of making a smooth transition from one property accounting software to another to ensure your data stays clean!

How to Switch Property Accounting Systems Smoothly in LeadSimple

Property Accounting Software Integrations

Get an overview of our direct integration with AppFolio, how to set it up, and how it works!

Detailed Overview Of Our Direct API Integration With AppFolio

Learn how to set up your direct integration inside LeadSimple and take advantage of automatic data syncing from AppFolio

How to set up your AppFolio Stack Integration to LeadSimple

Learn how to sync new applicants from AppFolio to LeadSimple to trigger your application screening process!

Syncing rental applicants from AppFolio to LeadSimple

Learn what data syncs from AppFolio's direct integration and how it maps to LeadSimple fields

How AppFolio data maps to LeadSimple

Learn how to set up the delinquent rent sync with the AppFolio or Buildium API integrations.

Why is my Delinquent Rent data not syncing from my AppFolio or Buildium Integration?

Does LeadSimple push data back to AppFolio?

Learn what data does and does not sync from AppFolio into LeadSimple for rental applicants.

What data syncs into LeadSimple from AppFolio for Rental Applicants?

Learn why you will sometimes have duplicate applicants sync from the direct AppFolio integration?

Why do I have duplicate applicants in my pipeline with the AppFolio Integration?

If contracts aren't syncing from AppFolio into LeadSimple, it could be due to the way AppFolio handles owner and property relationships.

Why Aren't My Owner Contracts Syncing from AppFolio?

This could happen because the property group hasn’t been added to the LeadSimple connection in AppFolio Stack.

Why Aren't My Property Groups Syncing Over from AppFolio?

This article explains a few troubleshooting steps to try when an owner and/or tenant record isn't syncing to LeadSimple.

Why Isn't My Contact Record Syncing to LeadSimple

Are you having trouble with tenants who have prepaid their rent still showing a delinquent balance in LeadSimple?

Does LeadSimple apply prepaid rent to delinquent charges?

Learn best practices when canceling your applications to have them update in LeadSimple.

Why are my Applications getting stuck and not canceling out?

AppFolio

Learn how to use LeadSimple's direct integration with Buildium to automatically sync your rental owners, tenants and vendors to LeadSimple.

Direct API Integration with Buildium

Learn how to import applicants from Buildium into LeadSimple.

Importing Applicants from Buildium

Learn what data syncs from Buildium's direct integration and how it maps to LeadSimple fields

How Buildium Data Maps to LeadSimple

Learn how to transition over to the integrated property groups from Buildium!

Getting Started with Buildium Property Groups

Buildium 

Get an overview of our direct integration with Rentvine, how to set it up, and how it works!

Detailed Overview Of Our Direct API Integration With Rentvine

Learn how to set up your direct integration inside LeadSimple and take advantage of automatic data syncs!

How to set up your Rentvine/LeadSimple integration

Learn what data syncs from Rentvine's direct integration and how it maps to LeadSimple fields

How Rentvine data maps to LeadSimple

Rentvine

Get an overview of our direct integration with Rent Manager, how to set it up, and how it works!

Detailed Overview Of Our Direct API Integration With Rent Manager

Learn how to set up the direct integration between Rent Manager and LeadSimple.

How to set up your Rent Manager / LeadSimple Integration

Learn what data syncs from Rent Manager's direct integration and how it maps to LeadSimple fields

How Rent Manager Data Maps to LeadSimple

Rent Manager

Get an overview of our direct integration with Propertyware, how to set it up, and how it works!

Detailed Overview Of Our Direct API Integration With Propertyware

How to set up your Propertyware/LeadSimple integration

Learn what data syncs from Propertyware's direct integration and how it maps to LeadSimple fields

How Propertyware Data Maps to LeadSimple

Propertyware

Learn why you are getting the error: "You are trying to merge multiple deals which are separate entities in an integration."

Why does my PM Software integration create a separate record for each property?

Learn what the Delinquent Rent fields and Amount Receivable fields include and how the data syncs into LeadSimple.

How does Delinquent Rent and Amount Receivable data sync to LeadSimple?

This article explains which property management softwares allow for syncing of specific property groups.

Can I Sync Specific Property Groups from my Property Management Software?

Accounting Software Integration FAQ's

PMSync Integration (Legacy)

Follow these steps to migrate to the direct Rentvine integration! 🎉

Migrating to the Direct Rentvine Integration from the PMSync Integration

Migrating Off of PMSync to the Direct Integrations

Learn how you can use Zapier to easily integrate your LeadSimple with hundreds of other softwares to create your own custom automations.

What is Zapier? How does it work and how can I use it?

Zapier

Trigger a stage change in a process based on an answer in an email, and more!

Zapier Tutorial: Reactive Process Workflows - Jotform

Zapier Tutorial: Reactive Process Workflows - Google Forms

Ever wanted to send a generated PDF with dynamic data?

Zapier Tutorial: Create & Send a PDF

Learn how to build a zap to automatically create management agreements or leases in PandaDoc with information from LeadSimple

Zapier Tutorial: Create and Send PandaDoc

Learn how to build a zap to automatically create management agreements or leases in Docusign with information from LeadSimple

Zapier Tutorial: Create and Send DocuSign

Want to automatically trigger a process from an email? This will show you how to do it with Zapier 🚀

Zapier Tutorial: Parse Emails to Trigger Process in LeadSimple

Learn how to automate the import of leads from a spreadsheet by connecting Google Sheets and LeadSimple through Zapier.

Zapier Tutorial: How to Connect Google Sheets and LeadSimple

Learn how to update a lead's stage automatically and have a reminder text go out to them with the event date and time!

Zapier Tutorial: Update Lead's Stage & Date/Time Custom Field in LeadSimple when Event Added in Google Calendar

Learn how to build a zap to automatically update leads in LeadSimple when they sign up for a meeting via Calendly.

Zapier Tutorial: Update Leads with Calendly Invite Information

Learn how to build a zap to automatically pull leads into LeadSimple when they sign up for a meeting via Calendly.

Zapier Tutorial: Create Leads From Calendly

Learn how to Integrate Facebook Lead Ads with LeadSimple to create leads automatically

Zapier Tutorial: Create Leads from Facebook Ads

Use Zapier to automatically send a direct mailer through Lob or a bulk mailing company when a lead or process is placed in a certain stage.

Zapier Tutorial: Send Direct Mailers (using Lob or Bulk Mailer Companies)

Learn how to get notified anytime a lead opens an email through Zapier.

Zapier Tutorial: Email Open Notifications

See how you could use ChatGPT to write your property descriptions automatically and add them as a note to a LeadSimple process.

Zapier Example: Using ChatGPT to Write Your Property Descriptions

See how you could use Zapier to send messages to Slack when a new process is created, or when a new lead or work order comes in.

Zapier Example: Sending Meaningful Notifications to Slack

See how to use Zapier to create Google Drive or Dropbox folders automatically during the owner/property onboarding processes.

Zapier Example: Creating Google Drive Folders Automatically

Zapier Tutorials

Learn why you aren't receiving notifications about new leads via Zapier, and learn how to fix it.

Why am I not receiving notifications about new leads importing from Zapier?

Learn how to avoid hitting rate limits if you have many Zaps or Zaps that run many actions at one time.

What to do if you hit a rate limit in Zapier

Learn how to find your API key when integrating with Zapier.

How Do I Find My API key?

Learn what to do if your test processes aren't showing up in your Zapier tests.

Why aren't my test processes appearing in Zapier?

Learn how to reformat dates in Zapier when pulling dates from or putting dates into LeadSimple.

Zapier - Why are my dates coming through in strange formats?

Zapier FAQ's

Learn about LeadSimple's integration with MailChimp and what to use it for

Overview of MailChimp Integration

Learn more about how syncing works with MailChimp.

Why Aren't My Contacts Syncing into MailChimp?

MailChimp

Learn how to track calls/texts from and to your JustCall phone number in LeadSimple!

JustCall Integration

JustCall

Learn how to get started with the direct integration with Property Manager Websites (PMW)!

Setting up the PMW Integration

Property Manager Websites (PMW)

Learn how to get started with the Rescover integration with LeadSimple.

Rescover Integration

Rescover

Learn how the Rently integration with LeadSimple works and how to set it up.

Overview of Rently Integration (coming soon!)

Set up and use the Rently Integration with LeadSimple

Rently

With the ProfitCoach integration, seamlessly sync your operational data, allowing you to track performance metrics.

ProfitCoach Integration Overview

ProfitCoach

Learn more about LeadSimple's integration with Citizen Home Solutions!

Citizen Home Solutions Integration

Citizen Home Solutions

Learn how to integrate Slack and LeadSimple directly, without the need for Zapier.

Send Messages to Slack from your Processes

Slack

Learn how to connect your tasks in LeadSimple to your Google, Apple or Outlook calendar.

Sync Your Tasks to Your Calendar

Learn how to disconnect your LeadSimple Calendar from your calendar app so it doesn't show your tasks.

Disconnect your LeadSimple tasks from your Calendar

Get to know the details of connecting your LeadSimple account with Thumbtack.

Does LeadSimple integrate with Thumbtack?

Other

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