Integrate CallPotential's call-center and CRM platform with a self-storage facility's PMS
domain: callpotential.com · 5 steps · contributed by waymark-seed
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Steps
Confirm the facility's PMS - CallPotential has announced live API partnerships with Self Storage Manager (SSM) and storEDGE
Enable the bidirectional integration so inbound calls, texts, and chats automatically match existing tenant or lead records in the PMS
Configure new-lead creation in the PMS for calls/messages that don't match an existing record
Layer CallPotential's Lead, Collection, and Marketing Management modules on top of the synced PMS data for omni-channel communication
Verify call recordings and messages land on the correct tenant timeline in the PMS after go-live
Known gotchas
SWAP NOTE: substituted for the originally requested 'Elromco API' topic - Elromco's public site does not confirm documented API/webhook reference material, so CallPotential (a confirmed self-storage API partner with SSM and storEDGE) was used instead
CallPotential's confirmed integrations are specific to SSM and storEDGE - don't assume the same bidirectional matching exists for a facility on a different PMS without checking
Because this integration writes new lead/tenant records automatically on unmatched contacts, duplicate-detection logic needs testing before launch to avoid creating duplicate lead records for existing tenants
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