LeadSimple

Aimee

Tumelo

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

Integrations

Learn more about how the direct data integration with AppFolio will save you time and manage more with less.

Why Integrate your Processes Directly with AppFolio?

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 1) turn on AppFolio Stack™ and 2) turn on the LeadSimple integration

Activating the AppFolio/LeadSimple integration in AppFolio Stack™ and how to set it up

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

How to sync rental applicants from AppFolio to LeadSimple

Learn how to migrate your AppFolio data to the new LeadSimple/AppFolio integration

Migrating to the new LeadSimple/AppFolio Stack™ integration from the old AppFolio PMSync integration

Learn how to merge your existing AppFolio data from the old integration (PMSync) with the data from the new AppFolio Stack™ integration

Merge Your AppFolio API Data with old AppFolio PMSync data

Matt

Rafael Baldasso Audibert

AppFolio API Integration

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

How AppFolio data maps to LeadSimple

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 how to set up the delinquent rent sync with the AppFolio API integration.

Why is my Delinquent Rent data not syncing through the AppFolio API Integration?

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?

AppFolio API Integration FAQ's

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

If you connected LeadSimple to Buildium via our native integration, you may need to merge that data with your existing PMSync data.

Merge Your Buildium API Data with Buildium old PMSync data

Buildium API Integration

Instructions on how to set up PMSync for Propertyware users

PMSync Setup for PropertyWare

Instructions on how to set up PMSync for Rentvine users

PMSync Setup for Rentvine

Instructions on how to set up PMSync for Rent Manager users

PMSync Setup for Rent Manager

Instructions on how to set up PMSync for Buildium users

PMSync Setup for Buildium (Legacy)

Instructions on how to set up PMSync for Appfolio users

PMSync Setup for Appfolio (Legacy)

Chris

Property Management Software (PMSync)

This article shares some common errors when syncing data to LeadSimple from your Property Management software.

Why isn't my property management data syncing?

Learn how Delinquent Rent and Amount Receivable data syncs into LeadSimple

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

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?

If, for example, you switched from the PMSync Buildium integration to the direct API integration, you'll need to turn off the PMSync one.

How to turn off a PMSync integration

Find out why your current tenants may be showing up as past tenants in LeadSimple

Why are my tenants showing up as past tenants?

Importing applicants via Zapier from Google Sheets is the most reliable way to get your applicants into LeadSimple. Learn more below!

Import Applicants into LeadSimple via Google Sheets and Zapier

Property Management Software (PMSync) FAQ's

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?

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

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 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

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

Zapier Tutorial: Reactive Process Workflows

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

Zapier Tutorial: Email Open Notifications

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 Integrate Facebook Lead Ads with LeadSimple to create leads automatically

Zapier Tutorial: Create Leads from Facebook Ads

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 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 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 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

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

Zapier Tutorial: Create and Send DocuSign

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

Ever wanted to send a generated PDF with dynamic data?

Zapier Tutorial: Create & Send a PDF

Zachary

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

Zapier FAQ's

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

Send Messages to Slack from your Processes

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

Overview of MailChimp Integration

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