Integrating Yardi and other Property Management Systems to HubSpot for Marketing Automation

As robust as most property management systems are, HubSpot – the best in breed marketing tool – is still the most efficient way to manage your sales and marketing processes. By tightly integrating your property management system with HubSpot and using robotic process automation, you can create a self-sufficient marketing process that increases renewals and moves prospects into properties faster. Read on to learn about integrating Yardi and other property management systems with HubSpot for marketing automation.

There are two primary situations in which you can significantly increase efficiency in your marketing process.

1. Tenants with expiring leases that have not renewed
2. New prospects that have visited your property or building or have scheduled a visit but not begun the leasing process

By using robotic process automation (RPA), you can automate the manual marketing emails for these groups, reducing human error. RPA is a software technology that emulates humans actions interacting with software. RPA reduces cost while increasing speed, accuracy, and consistency.

To build your RPA for the two situations outlined above, create a query to extract the data for each of the use cases. By storing this data in a table, it can be actively used in your automation to track the status of different tenants and prospects in your marketing data. Then, generate an automated marketing email in HubSpot using this data.

Why stop there? Continue increasing your marketing team’s efficiency by automating the following two situations, which are after a prospect or renewal status has changed.

1. An expiring lease has been renewed and a tenant status must be updated
2. A prospect has signed a lease and been converted into a tenant, which must be updated

The visualization below depicts the automation of each situation using RPA.

By automating these two processes, you significantly reduce the workload on your marketing team. With their newfound free time, your marketing team can focus on value-add activities such as engaging social media, copy writing, A/B testing and even creating new workflows and processes to take your marketing to the next level.

Download our free white paper that outlines all the steps for Integrating Yardi and other Property Management Systems to HubSpot for Marketing Automation for your commercial real estate marketing process. If you still need help, be sure to reach out on our contacts page and ask about our prebuilt Yardi to HubSpot RPA jobs.