Eliminate Manual Work Between Yardi And Salesforce

Your property team uses Yardi for all your properties, leases, tenants, and operations, and sales and customer teams rely on Salesforce for all your prospects and customer relationships. In the absence of an integration, this data must be manually keyed in two systems, creating duplicated work, data inaccuracies, and disconnected teams.

Yardi Salesforce integration streamlines your processes by automatically synchronizing property records, tenants, leases, work orders, prospects and customers updates in real-time, giving teams precise information, improving cross-team collaboration, and reducing manual entry.

Integration Features

Speed Up Services Operation With Smart Automation

Prebuilt Integration Templates

Shorten implementation timeframes by utilizing existing templates for frequently used CorrigoPro and Salesforce integration situations

No-Code Workflow Builder

Build your own business rules with our easy visual designer with no coding needed!

AI-Assisted Data Mapping

Automate data mapping and transformation can speed up implementation and decrease errors.

Intelligent Error Management

Avoid further data disruption by offering improved error tracking, handling, and alerting

Workflow Orchestration

Design enterprise-quality multistep workflows without code visual designer

Enterprise-Grade Security

End to end security including secure API connect, role based data access policy, data encryption and log the audit.

What You Can Automate

Streamline Workflows Easily

Tenant Sync

Automatically synchronize tenant records and customer information between Yardi and Salesforce.

Lease Updates

Keep lease details, renewals, and occupancy information synchronized across both systems.

Property Records

Share property information and portfolio updates with customer-facing teams in real time.

Prospect Management

Automatically sync prospect information between Salesforce and Yardi to streamline leasing workflows.

Work Orders

Keep maintenance requests and work order updates visible across both platforms.

Activity Sync

Share customer interactions, leasing activities, and operational updates between Yardi and Salesforce.

Supported Data Objects

Sync Business-Critical Data

  • Customers
  • Contacts
  • Service Requests
  • Cases
  • Work Orders
  • Assets
  • Technicians
  • Service Appointments
  • Labor
  • Parts
  • Invoices
  • Attachments
  • Notes
  • Status Updates
  • Custom Fields

Connect Yardi and Salesforce With ConnectorHub

Get a live demo and learn how ConnectorHub eliminates double data entry, makes your team more efficient and intelligent, and improves the efficiency of your property management.