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How Do I Set Up the Funnel Integration with SmartRent?

Funnel is a large lead management CRM platform that allows selftournow.com to insert prospects and tours into their system. The benefit of this integration is to make it more efficient and easier for leasing staff to manage prospects and tours in a single source of truth, instead of having to login into multiple systems.

Integrating Funnel:

  1. You’ll need to know your API Key and Community ID for this configuration to link the two systems together. If you need help with this step, reach out to your account manager at SmartRent.

    1. A single API key will need to be requested from the client. Note - We require an API key to be entered in for each property when enabling the Funnel integration.

    2. Each property being set up for the integration will also need a unique Community ID.

  2. In SmartRent Manager, followi these steps:

    1. Navigate to Property Settings > Integrations > Select Funnel > Enter the API Key > Click Update Provider Settings

    2. Navigate to Property Settings tab > Enter Community ID > Enable Tour Insert > Click Save

      1. We need to get the correct Community ID from Funnel in order to successfully configure the integration.

      2. Check with the client to make sure the prospect and tour were successfully inserted into Funnel.

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