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How to request Sherpa CRM data in Funnel

Leverage your Sherpa CRM data in Funnel via Custom Connectors

Updated this week

If your use case requires this data in Funnel, you can request it as a Custom Connector.

Custom Connectors and the Custom Connector Request feature are available in the following plans: Business and Enterprise. See our Pricing page for more details.


Reports

Community Sales Report

  • Cancelled

  • Cancelled At

  • Sale ID

  • Move In Date

  • Paid Date

  • People Birth Date

  • People Birth Day

  • People Birth Month

  • People Birth Year

  • People First Name

  • People Gender

  • People ID

  • People Last Name

  • People Photo URL

  • People Prospect ID

  • People Salutation

  • Unit ID

  • Unit Name

  • Amount

  • People Age


How to Request this Custom Connector

To request Sherpa CRM data, submit a Custom Connector Request (see link here for instructions) or select the Sherpa CRM tile marked custom after enabling Show custom connectors. Selecting the tile automatically sends your request.

If you are interested in Sherpa CRM data that hasn't been covered here, we would like to encourage you to connect with our Integration Engineering team by submitting a Custom Connector Request. They will be more than happy to explore the potential of obtaining additional data.

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