Overview
Yardi is a US enterprise real estate software suite used by property managers, owners and investors for leasing, accounting, facilities management and investment management across large commercial and residential portfolios.
HelloGrowthCRM does not have a native Yardi connector yet — it is on the real estate list of planned integrations. That does not mean the two cannot work together today.
Yardi offers API access on enterprise contracts, so a team can use n8n, Make or a custom script against the REST API to sync leasing events into HelloGrowthCRM, or export Yardi reports as CSV or Excel for bulk import.
What a Yardi link would do
- A new prospect enquiry captured in Yardi Voyager creates a lead with the property and unit type requested.
- A lease renewal date approaching in Yardi creates a task for the leasing team to start renewal outreach.
- A completed lease execution in Yardi moves the matching deal to closed-won and records the lease term.
How to connect Yardi today
Yardi offers API access on enterprise contracts, so a team can use n8n, Make or a custom script against the REST API to sync leasing events into HelloGrowthCRM, or export Yardi reports as CSV or Excel for bulk import.
Live today in Real estate
Best practices
- Start with the one Yardi event your team acts on most, send only that into HelloGrowthCRM, and check a week of records before adding more.
- Pick one matching key for Yardi records — usually work email or phone — so an event updates the existing lead instead of creating a duplicate.
- Name an owner for the Yardi connection: whoever set up the webhook or Zap should also be the person who notices when it stops.
FAQ
Governance
Treat API keys and webhooks as production secrets. Align field mapping with your privacy policy and regional regulations (GDPR, marketing consent, telemarketing rules). Your admin controls which roles can install or edit integrations.
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