Short answer
A Yardi integration connects property management and senior living systems such as Yardi Voyager or Yardi Senior CRM with HubSpot or Salesforce, so leads from marketing become prospects in Yardi and status updates flow back.
How the Yardi integration works
Real estate and senior living operators run operations in Yardi and marketing or investor relations in the CRM. Integrations typically post new leads as guest cards or prospects in Yardi and write status changes back on a schedule. Some Yardi interfaces are SOAP or XML based, so middleware or custom code is often needed. Healthcare-adjacent operators should keep protected health information out of the CRM.
What syncs
- Leads posted to Yardi as guest cards or prospects
- Prospect and resident status back to the CRM
- Property and community data
See the architecture diagram ↓
Integration options
- Yardi interfaces through middleware or custom code
- HubSpot custom-code workflow actions
- Scheduled status write-backs
What to plan for
- Interface licensing and access from Yardi
- SOAP/XML formats
- Keeping PHI out of the CRM for senior living
Frequently asked questions
Does HubSpot integrate with Yardi?
There is no general-purpose native connector, so integrations are built with middleware or custom code against Yardi's interfaces.
Can lead status come back from Yardi?
Yes, on a schedule, so marketing can report on tours, applications and move-ins.