Integrations

Integrations is where you connect Yapii to the other tools you already use: your CRM, your transaction software, your forms and your calendar. Once something is connected, Yapii can read from it, write back to it, or both.

Owners and admins

Open Settings, then Integrations. It opens as its own full page rather than a panel inside Settings.

How the page is laid out

Three tabs run across the top:

Tab	What's on it
Connections	Your own mailbox, the cards for each tool you can connect, and the health of your connections.
Lead sources	Your Lead email address, incoming lead webhooks with their presets such as Ylopo, and Jotform intake.
Webhooks & apps	Outgoing webhooks, embedded apps, and the log of webhook events.

On Connections, everything Yapii can connect to is shown as a card, grouped by what it does:

Group	What's in it
CRM	The systems that hold your contacts.
Transaction Management	Software for deals under contract.
MLS / Property Data	Where home values, listings and sales come from.
Mortgage & Lending	Lender-side tools.
Showing Management	Booking and showing services.
Forms	Form builders that send you submissions.

Each card shows the tool's name, what it does, and whether you're connected.

Connecting something

Most tools connect in one of two ways:

• With an API key: copy the key out of the other tool, usually from its own integration or developer settings, then paste it into the card in Yapii.
• By signing in: you're sent to the other tool to sign in and approve access, then brought back to Yapii.

The card tells you which one it needs. Some also ask for an extra detail, such as an account or region, and the box says so.

Which CRMs you can connect

Yapii connects to Follow Up Boss, BoldTrail (kvCORE), Chime (now Lofty) and Lofty.

Lofty is connected with an API key and is import only. Your leads come in, new leads keep arriving, and Yapii never writes anything back to Lofty, so a tag, note, task or stage you set in Yapii does not appear there. Chime (now Lofty) is the older entry for the same product and syncs both ways.

Sierra Interactive, LionDesk, HubSpot, Real Geeks and Boomtown are marked Coming soon. You can't connect them yet. When something is coming soon you can click Notify me when available and Yapii will tell you when it's ready.

You can also connect Open To Close, but only so you can import your transactions. It doesn't bring in or sync contacts.

For the steps to connect a CRM, see Connecting a CRM. To bring your contacts across afterwards, see Importing contacts.

Before you connect a CRM

Check Contacts, Ponds & Calls first, especially who sees which contacts. A big database is much easier to set up correctly before the first sync than to fix afterwards.

Keeping an eye on a connection

A connected card shows a small colored dot for how the connection is doing:

Dot	Meaning
Green	Healthy.
Amber	Degraded. It's working, but something is slower or failing more than usual.
Red	Elevated errors.

If a connection keeps failing, Yapii stops calling it for a while rather than hammering it. The card says so when that happens.

The card also shows when it last synced and the last error, if there was one.

Controlling a contact sync

For a connected CRM you can:

• Sync now, to pull changes straight away instead of waiting;
• Sync [your CRM] and Yapii (owners and admins), a button on the connection that updates contacts in both directions in one go and then shows one summary of what came in, what is waiting to go out, what was skipped and what failed. It does not change which side wins when the two disagree;
• stop a contact import and continue it later, which keeps your progress;
• choose which team, pond or lead sources to bring in;
• pick individual people to import.

If you sync too often, Yapii asks you to wait a few minutes and tells you how long.

To stop contacts coming in for a while without removing anything, an owner or admin clicks Pause sync in the same place, in the box under Manage import & agents. New and changed contacts stop arriving, nothing already in Yapii is touched, and Start again turns it back on.

If contact sync is paused, the card says so: nothing will import right now. Removing everything a CRM brought in pauses it too. To import again, an owner or admin presses Start again in the "Remove everything ... brought in" box under Manage import & agents. Sync now and Continue are refused while it is paused.

Follow Up Boss specifics

• Users Sync. It has two tabs. On By team, step 1 is Choose which Follow Up Boss team or pond to sync. On From People, you narrow by Stage, Assigned agent, Pond and Smart List to pick individual people. Every one of those lists is searchable, so type part of a name instead of scrolling. In the team and pond list, each choice ends with Team or Pond.
• Matching people to your team. Yapii links a Follow Up Boss user to the Yapii team member with the same email address. Capital letters don't matter, so Jane.Smith@example.com and jane.smith@example.com are the same person.
• Reconnecting keeps your scope. If the connection is set to Only leads assigned to me, reconnecting for The whole account is refused and nothing is changed, so a fix to a rejected key can't quietly start pulling in every agent's leads. To widen it on purpose, change it on the What to import from Follow Up Boss card under Settings, then Email & Sending, which shows what that does before it saves. To fix a rejected key, reconnect with Only leads assigned to me.
• Tags and stages stay as your team set them. When Yapii adds a tag to a person in Follow Up Boss, the tags already on that person stay. When a tag is removed in Yapii, only that tag is taken off in Follow Up Boss. Yapii also does not put back an older stage over a stage someone has changed in Follow Up Boss since the two last agreed.
• Assignments made in Follow Up Boss. When Follow Up Boss gives an unassigned lead to an agent who is matched to a Yapii team member, Yapii stops your workspace's automated follow-up and Claire for that lead, the same as when you assign a lead in Yapii. Taking the agent off the lead in Follow Up Boss does not start them again.
• Calls on the Follow Up Boss timeline. A call placed from Yapii shows in Follow Up Boss as Call placed from Yapii by and the name of the person who dialed, so it is not mistaken for one of Claire's calls. An incoming call reads Inbound call logged by Yapii. Notes you write about a call go across too, starting Call notes:. Yapii files an outgoing call under the agent who placed it when that agent is linked to a Follow Up Boss user. If Follow Up Boss does not allow that, the call is filed under the person who connected, as before.
• Why a lead came in. When a lead source such as Zillow gave Follow Up Boss the reason a person is a lead, Yapii copies it onto the contact as a note that starts Lead inquiry from and the source name. It includes the property address, MLS number, price and the lead's message when the source sent them. Each one is added once and is not sent back to Follow Up Boss. The person's price in Follow Up Boss becomes the contact's Listing Price when it is a real value.
• Do Not Contact stages. If Follow Up Boss moves a person off a Do Not Contact stage, Yapii turns Do Not Contact off again, but only when nothing else is stopping contact. A flag you or the person set yourselves is never turned off by the CRM, and the contact's timeline says when Yapii did it.

Disconnecting

Click Disconnect on the card. Yapii asks you to confirm first. Disconnecting stops the sync; it doesn't delete the contacts already in Yapii.

Lead email address

On the Lead sources tab, owners and admins find the Lead email address card. Every workspace has its own readable lead address, made automatically. It only receives mail, and nothing is ever sent from it. Point your lead portals at it, or forward their notifications to it, and each one becomes a contact, or is added to the contact it matches.

• Mail from a portal Yapii recognizes, or from someone on your team, becomes a contact.
• Mail from anyone else is held, and you get a notice.
• If an email has no email address or phone number Yapii can find, no contact is made. The workspace owner gets a notification instead, up to 10 a day.
• Press Copy to copy the address. Only an owner or admin can see it, because anyone who has it can add contacts to your workspace.

Under it, Private address is the long address the workspace used before. It still works, and any email sent to it becomes a lead, from any sender. Change private address gives you a new one and stops the old one at once, so update every portal that uses it. Your readable address does not change.

If you would rather not touch the portals, connect Gmail under Settings, then Email & Sending, and choose one or more labels to watch instead. Use one way per portal. See How new leads arrive.

Webhooks

A webhook is a web address two systems use to tell each other something happened:

• incoming: a lead source posts new leads to an address Yapii gives you;
• outgoing: Yapii sends events to your own systems as they happen.

Incoming webhooks are on the Lead sources tab and outgoing ones on the Webhooks & apps tab, under Settings, Integrations. Only owners and admins can change them. For API keys, see Developer.

Ylopo

If your leads come from Ylopo, there are two halves, and they are set up separately.

• Leads from Ylopo to Yapii. Add an incoming webhook under Inbound Lead Webhooks and choose the Ylopo preset. Ylopo sends new leads and changes to that address.
• Changes from Yapii back to Ylopo. The Ylopo card, right below the incoming webhook card, sends your changes to Ylopo's copy of each lead. This half is off until you connect it. Nothing goes to Ylopo before then.

Only owners and admins see the Ylopo card. Ylopo gives you the key and the address. Ask Ylopo's support if you do not have them.

1. Type the address in Ylopo address. It must start with https://, and it cannot have a key or a question mark in it.
2. Type the key in Key, and press Connect.
3. The card shows a Sending badge, the address, and Nothing sent yet until the first change goes out.

Once it is connected, Yapii checks every couple of minutes for Ylopo leads that changed. It sends their stage, tags, name, email, phone and lead type, and it tells Ylopo when you delete one. Only leads that Ylopo itself sent to you are sent back. The rest of your contacts never go to Ylopo. A change that came from Ylopo is not sent straight back to it.

Ylopo has no do-not-contact setting. When a lead opts out or is marked Do Not Contact, Yapii adds a do-not-contact tag to Ylopo's copy. Ask Ylopo whether it stops messaging a lead that carries the tag. Yapii cannot promise that it does.

Replace the key. The card never shows the key again. To change it, type the new one under New key and press Replace key. The address box starts empty each time, so type the address again too. Both boxes are needed.

Remove it. Press Disconnect. Yapii stops sending right away, and the leads already in Yapii and in Ylopo stay as they are.

If the badge says Key rejected, Ylopo refused the key, so nothing is being sent. Save a new key to start again. The card also shows the time of the Last change sent and, under Last problem, the last error Ylopo gave.

Troubleshooting

A tool I need isn't listed. Use Notify me when available if it's marked Coming soon. Otherwise ask the Yapii team, as some integrations need setup on Yapii's side.

The card says my connection is degraded. Read the banner across the top of Yapii first. It says whether the other tool refused your API key.

• "Your API key was refused": create a new key in the other tool and click Reconnect now. For Follow Up Boss and several other tools, the box that opens shows where to find the key, step by step.
• "Your CRM asked us to slow down": there's nothing to do. Syncing picks up again on its own.
• Anything else, such as "The last sync did not go through": your key is fine and a new one won't help. Syncing tries again on its own. View connection opens the card on the Integrations page with the error it recorded.