top of page
  • Writer's pictureWelcomeHome

Marketing Automation Basics for Senior Living Sales

Updated: Jun 8, 2023

Driving revenue is key to healthy NOI in senior living communities, and the responsibility for revenue falls on the sales team to move in residents. Getting a prospect from the lead stage to moving in used to be a very hands-on task for senior living sales professionals, but with the broad array of marketing automation tools available today, much of the task can now be automated.

Why integrate?

Manually sending out emails, logging activities, and creating reports are all tasks that can take up a good portion of a salesperson’s day. If your sales staff are still manually nurturing relationships with their prospects, they’re probably spending way too much time on tasks that can be easily automated. Providing them with tools to do their job more efficiently means the ability to manage even more prospects in the sales pipeline. WelcomeHome works seamlessly with the leading marketing automation platforms for successful – and much more efficient – lead nurturing.

Top platform integrations

WelcomeHome’s list of integrations with leading marketing automation platforms keeps growing. Because we built our CRM with an eye to the future, the ability to integrate with other platforms is key to being the best senior living CRM today and tomorrow. Here, we highlight the top marketing automation platforms that become even more effective when combined with WelcomeHome.


Hubspot is the most well-rounded digital marketing platform out there, which is why so many senior living providers rely on it as the backbone of their marketing automation strategy. Its marketing automation and content management systems offer unparalleled flexibility and customization opportunities to meet the needs of any senior living provider’s sales and marketing departments.


ActiveDEMAND is a marketing automation platform with the senior living industry in mind. Its suite of products and services include call tracking, tour booking and prospect appointment scheduling, landing pages, and marketing automation.


ActiveCampaign is a simple to learn and use marketing automation platform. Its drag-and-drop automation builder allows users to set up marketing automation workflows for lead nurturing campaigns with ease.

Constant Contact

Constant Contact is not just a leading email marketing platform, it’s grown to become a full-featured suite of marketing tools. Manage social posts and paid online ads, grow your prospect lists, and set up marketing automation with this capable platform.

Top sales and marketing tasks to integrate with WelcomeHome

What are some of the types of integrations between marketing automation platforms and WelcomeHome? Here are a few of the top tasks that take advantage of the integration:

  1. Send marketing emails via HubSpot, ActiveDEMAND, or ActiveCampaign to prospects with automated activity posting back to WelcomeHome

  2. Send marketing emails to prospects directly through ConstantContact with automated activity posting back to WelcomeHome

  3. Quickly and easily notify sales teams when a lead becomes a Sales Qualified Lead (SQL)

  4. Establish direct integrations with webforms for new prospects

  5. Establish bi-directional information flows with HubSpot as the prospect is being worked, including:

    • Sales stage

    • Open/closed/moved in status for better segment-based marketing

    • Prospect progress

    • Success rate of prospects sent over by other platforms including lead referral sources

How WelcomeHome integrates with marketing automation platforms

WelcomeHome’s open API integration allows you to pick and choose the marketing systems that suit your senior living company best. Check out our previous blog, “Are You Getting the Most Marketing Mileage from Your Senior Living CRM?” for a closer look at the marketing automation platforms you may already be using that WelcomeHome can successfully integrate with.

Are you in the market for a new CRM? WelcomeHome is a game-changing CRM built specifically for the senior living industry. With its intuitive user interface, recommendation engine, and clear workflows, the WelcomeHome CRM is a game changer for both users in the community and owner/operators. Experience for yourself what thousands of senior living professionals rely on to make their job easier: request a free demo of WelcomeHome’s CRM today.


bottom of page