Integrating Birdeye with PropertyMe
PropertyMe is a versatile property management software designed to efficiently manage both commercial and residential real estate properties on behalf of their owners. The deeply integrated software solution offers features including automated workflows, which handle tasks like data backups, updates, communications, inspections, maintenance, and billing in less time. Simplify performance management by planning and conducting inspections and streamline maintenance with automation tools.
Birdeye can seamlessly integrate with your PropertyMe account and send out review solicitations to your customers automatically. Integrating PropertyMe with Birdeye will automate the process of sending out review requests to your customers on a daily basis.
Birdeye allows you to fetch data from your CRM using a predefined trigger. You can select the available trigger and inform the support team about it. Here is the supported trigger for PropertyMe:
| Trigger Name | Trigger Description |
Property Me Job Completed Trigger |
This trigger is used to fetch customer data based on the Completed Job Tasks. |
Property Me Move In Trigger |
This trigger fetches customer data(tenant and owner) once the tenant has moved in. |
Contact Sync Trigger |
Contact Sync trigger is used to sync all contacts created on a daily basis from CRM to Birdeye. |
To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team at 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.
To complete the process, click on the 'Settings' tab located on the left navigation rail of your Birdeye dashboard. Then click on 'Business Profile' under the 'Profile' section.
Click on the specific location for which you have set up the integration.
Once you click on a particular location, it will redirect you to that location. Now, scroll down to the 'CRM Integrations', and click on the 'Authorize' button to authorize the business.
After you click the authorization button, you will be redirected to the PropertyMe website. Enter the email and password associated with your PropertyMe account and click on 'Sign in.'
After signing in, you will be redirected to the Birdeye dashboard, and an 'Authorized' message will appear next to Property Me.
IMPORTANT:
- At least one location from each region must be authorized. If multiple locations are in the same region, authorizing one location will automatically authorize all active locations in that region. The same holds true for disconnecting.
- When adding a new location, whether it has the same region or a different region, you need to authorize it individually.
- If you authorize and add a location simultaneously, all locations in the same region will be authorized together.
- If a region of an existing location is changed, it must be re-authorised.