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Yardi and HubSpot Integration for Property Managers

Run your growth on your Yardi data.

The Geekly Bridge brings your Yardi data into HubSpot on a schedule you choose, so owner acquisition, leasing, renewals and collections all work from the same records.

Speak to a GeekSee how it works

Geekly Media's Yardi HubSpot integration connects Yardi to HubSpot so you can automate owner acquisition, leasing, renewals, collections and owner communication without manual data entry. The Geekly Bridge moves the data, and PMOS is the Property Management Operating System we build on top of it.

At a glance

Connection
The Geekly Bridge, a custom integration we build and manage
Sync
On a schedule you choose
Data
Properties, units, leases, owners, residents, vacancies and payment status
Built on top
PMOS: five automated pipelines
For
Property management companies on Yardi

The Geekly Bridge for Yardi

How Yardi connects to HubSpot.

Generic connectors limit what can move between systems. The Geekly Bridge gives your Yardi data a structured path into HubSpot, mapped to the records your team already works from.

System integration

  • On a schedule, via the Geekly Bridge

    Owner, property, unit, lease, vacancy and payment data comes into HubSpot on a cadence that fits how your team works.

  • Built and managed by Geekly

    We set up the Bridge, map your data and keep it running. You don't need a developer.

What the Geekly Bridge is

The Geekly Bridge is Geekly Media's own integration between your property management platform and HubSpot. It's a custom connection we build and maintain, not an app you install.

By connecting Yardi directly to your CRM, the Geekly Bridge helps:

  • Eliminate manual data entry
  • Reduce disconnected workflows
  • Improve visibility across the entire owner and resident lifecycle

  1. In Yardi

    Your system of record

    • Owners and properties
    • Units and leases
    • Vacancies and payment status

  2. The Geekly Bridge

    On a schedule you choose

    • Brings in the latest data
    • Matches it to the right HubSpot record
    • Keeps the associations intact

  3. In HubSpot

    Your team acts on it

    • Contacts, deals and records update
    • Workflows and sequences start
    • Tasks go to the right person
  4. One record for every owner and resident, with no manual entry.

Property Management Operating System

We packaged everything above into a proven system called PMOS.

The Geekly Bridge is the foundation, and PMOS is the operating system we built on top of it. Five automated pipeline tracks cover owner acquisition, leasing, renewals, move-outs and collections, all inside HubSpot and triggered by what happens in Yardi.

"We were able to move one full-time employee off of rent collections and re-positioned them elsewhere in the business."
Pete Neubig, Empire Industries

  1. Owner acquisition and onboarding

    Track owner leads from first inquiry to signed management agreement, then start onboarding automatically.

  2. Leasing and move‑ins

    Keep prospects, applications and move-in tasks moving, with follow-up your team does not have to remember.

  3. Lease renewals and expirations

    Lease expiration events start renewal sequences: resident communication, owner approval, reminders and documents.

  4. Move‑out and make‑ready

    Move-out events open the make-ready work, so turns are tracked from notice to next lease.

  5. Collections and delinquency

    Delinquent payment events start collections outreach, with every step visible in one pipeline.

Every pipeline is triggered by what happens in Yardi.

Learn about PMOS Speak to a Geek

Who we help

Yardi growth systems for property management companies

Built for PM companies ready to scale beyond operations

We don't do generic marketing or automation. Every system we build is for property management companies on Yardi that want more owners, less manual follow-up and room to grow without overloading the team.

  • Institutional & Third-Party SFR Property Managers

    Leasing pipelines, owner acquisition workflows, marketing automation, and retention systems that scale with your portfolio.

    Learn about PMOS

  • Growing PM Companies Replacing Referral-Only Growth

    Ready to stop hoping the phone rings and start building a real sales engine? This is exactly where we start.

  • Yardi Users Outgrowing Their Marketing Stack

    Your data is in Yardi, your follow-up is in someone's inbox and your reporting is in a spreadsheet. We bring it together in HubSpot.

Full-stack growth systems

Full-stack growth systems for Yardi property management companies

Everything Yardi users need to grow

Yardi runs your operations. We build the growth infrastructure around it: the marketing, sales, automation and lead management that help you add doors and keep them.

  • HubSpot Implementation + the Geekly Bridge

    We build your HubSpot portal, then connect it to Yardi through the Geekly Bridge. Everything else is built on this foundation.

    • Full CRM buildout for PM sales cycles
    • Yardi ↔ HubSpot via the Geekly Bridge
    • Owner acquisition pipeline architecture
    • Workflow automation and deal stage triggers
    • Custom dashboards and attribution reporting

  • PMOS (Property Management Operating System)

    Five automated pipeline tracks built on top of the Geekly Bridge, covering every operational department of your PM business. This is what turns a connected HubSpot into a complete system.

    • Sales & owner onboarding automation
    • Leasing & move-in pipeline
    • Lease renewals & expiration sequences
    • Move-out & make-ready automation
    • Collections & delinquency pipeline

  • SEO & Content Marketing

    Yardi runs your operations, but your website is what owners find first. We build or optimize it to rank for the searches that turn into signed management agreements.

    • Technical SEO audit and remediation
    • Local SEO strategies built around your service areas
    • Authority-building blog and content strategy
    • Answer Engine Optimization (AEO) for AI search
    • Google featured snippet targeting

  • Paid Advertising

    Google and Meta campaigns designed to generate qualified owner leads for your specific market. Every campaign is built to bring in new doors.

    • Google Search campaigns targeting owner intent
    • Meta lead gen for local brand awareness
    • Conversion-optimized landing pages
    • HubSpot attribution tracking per campaign
    • Cost-per-door reporting for leadership

  • Owner Acquisition & Sales Enablement

    Referrals are great. A real sales process is better. We build structured HubSpot pipelines and automated outreach sequences so every owner lead has a defined path to a signed agreement.

    • Owner acquisition pipeline in HubSpot
    • Email + call sequences for warm and cold leads
    • Proposal templates and discovery frameworks
    • HubSpot meeting link booking
    • Deal velocity and close-rate reporting

  • Fractional CMO Retainer

    Senior marketing leadership without the full-time cost. Your Fractional CMO owns the roadmap, manages execution, and reports directly to you.

    • Monthly strategy and roadmap ownership
    • Budget management and vendor oversight
    • Brand positioning and messaging strategy
    • KPI and executive reporting
    • Coordination with your Yardi ops team

  • Owner Retention & Communication

    Keeping a current owner costs far less than acquiring a new one. We build HubSpot nurture sequences that deliver real value and keep owners loyal.

    • New owner onboarding drip sequences
    • Monthly market update email campaigns
    • Owner portal adoption campaigns
    • At-risk owner re-engagement automation
    • Annual review and relationship touchpoints

  • Reputation & Review Management

    We automate review requests at key lease events, optimize your Google Business Profile, and build the local reputation that helps owners choose you.

    • Automated review requests triggered by lease events
    • Google Business Profile optimization
    • Negative review response playbooks
    • Review data tracked in HubSpot contact records
    • Local SEO reputation integration

Bonus

Website Design & CRO

Your website is the first impression every prospective owner gets. We build fast HubSpot CMS sites that rank, convert and link cleanly to your owner and resident portals.

  • HubSpot CMS website design and development
  • Conversion-focused landing page builds
  • Integrated lead capture tied to HubSpot CRM
  • Core Web Vitals and technical SEO foundation
  • Owner and resident portal links

SEO & AEO

SEO and AEO strategy for Yardi property management companies

Rank where property owners are already searching

Your listings are some of the most valuable content your company has. When they live in a third-party widget or on a listing site, the search value they earn goes to someone else. We bring them home to your website, so the visibility is yours.

What your prospects actually see: a Google search for property management companies in Dallas, with an AI overview and local results

  • Third-party widgets and listing sites

    Listings on someone else's site

    • Your inventory builds another site's authority
    • Search engines credit the host, not you
    • AI answers point to the listing site

  • With Geekly

    Listings on your own site

    • Every listing becomes content on your domain
    • Your website earns the authority
    • You show up in your markets, in search and AI answers

More visibility in your market feeds both sides of growth: owner acquisition and tenant acquisition.

Then we build the rest of your search presence

Yardi is built to run property management operations, not to bring in owner inquiries through search. Property owners are searching Google and AI tools for a property manager in your market right now. We build SEO and AEO strategies that help you show up, attract better-fit traffic and turn it into owner leads.

  1. 1

    Technical SEO foundation

    Site speed, schema, Core Web Vitals and crawl health, all fixed on your own primary domain.

  2. 2

    Local market leadership

    City-specific landing pages, Google Business optimization, and citation building that puts you on the local map.

  3. 3

    Answer Engine Optimization (AEO)

    Structured content built to appear in AI-generated search answers, where the next generation of owners is increasingly searching.

  4. 4

    Owner-focused content strategy

    Blog, guides, and video scripts written for rental property owners making real decisions.

Sales enablement

Sales enablement for property management companies

Your owner acquisition pipeline, built inside HubSpot

Most property management companies treat owner leads like conversations instead of structured sales opportunities. We build customized HubSpot pipelines connected to Yardi through the Geekly Bridge, giving your team one place to track, nurture, automate and manage every owner opportunity from first contact through onboarding.

Every stage triggers automated follow-up and task creation, so nothing depends on someone remembering to update the CRM.

A HubSpot owner acquisition pipeline with owner leads moving from new lead to contract signed
A HubSpot owner growth dashboard showing new owner leads, properties added, average deal cycle, cost per lead and owner leads by source

Attribution reporting

Attribution reporting for property management growth

Marketing data that maps to new doors

Most property management companies can see lead volume, but not which marketing efforts are actually driving new doors. We build custom HubSpot reporting dashboards that connect to your Yardi and marketing data, so you can see lead sources, pipeline velocity, owner acquisition performance and the true cost per new door.

Pricing

HubSpot-Yardi integration pricing

Geekly Flex Retainers for growth-focused Yardi users

Three ways to scale your property management company

Every Geekly Flex retainer is designed for property management companies on Yardi and connected through the Geekly Bridge. Whether you need strategic guidance, hands-on execution or a fully integrated growth system, each one is built to support owner acquisition and long-term growth. We'll scope pricing with you on a call.

  • Option 1

    PMOS + HubSpot Admin

    Custom quote

    Get your HubSpot and Yardi connected and optimized, without hiring an in-house expert.

    Includes

    • Geekly Bridge for Yardi setup
    • Five standard pipeline builds
    • Workflow and automation management
    • Monthly reporting dashboards
    • Ongoing HubSpot portal optimization
    Start Here

  • Option 2

    PMOS + Marketing Admin

    Custom quote

    All of the benefits of PMOS plus active marketing to fill your pipeline with qualified owner leads every single month.

    Everything in Option 1, plus

    • SEO strategy and content production
    • Paid ad campaigns (Google + Meta)
    • Sales sequences and email nurture
    • Reputation and review management
    • Owner retention campaigns
    • Monthly strategy sessions
    This Is For Me

  • Option 3

    PMOS + Fractional CMO

    Custom quote

    Full strategic marketing leadership and every execution service you need to grow aggressively.

    Everything in Option 2, plus

    • Dedicated Fractional CMO
    • Full sales enablement buildout
    • AI-architecture and enablement
    • SurroundBound LinkedIn strategy
    • Multi-market expansion support
    Let's Talk Scale

Client results

PM companies that stopped leaving growth on the table

  • “Great experience, great team with a wealth of knowledge on HubSpot. Appreciate everything you have done to help us get up and running on HubSpot.”
    Jonathan ZadeganThe Zadegan Group
  • “The Geekly Media team did an amazing job of building out our HubSpot CRM and helping us to implement it and use it to its full capacity. It has been a game-changer for our company, allowing us to grow and adapt to the completely new landscape of operating a business during a pandemic. They are amazing, and I would highly recommend them.”
    Krisztina ColeCharleston Property Company

See how property management companies are using PMOS.

Read the case studies

Frequently asked questions

Everything Yardi users ask us about HubSpot, PMOS & the Bridge

Straight answers to the questions we hear most from property management companies connecting Yardi to HubSpot.

Can Yardi integrate with HubSpot?

Yes, through a custom integration. The Geekly Bridge is Geekly Media's own integration, and it brings Yardi data like owners, properties, units, leases, vacancies and payment status into HubSpot. From there you can automate workflows, track your owner acquisition pipeline and see which marketing brings in new doors.

Is this a native HubSpot app?

No. It's a custom integration that Geekly Media builds and maintains for you. There's nothing to install, and you don't need a developer on your team.

How often does Yardi data sync to HubSpot?

On a schedule you choose. We set the sync cadence with you during setup, based on how quickly your team needs the data to act on it.

What Yardi data comes into HubSpot?

Typically owners, properties, units, leases, residents, vacancies and payment status. We confirm the exact data with you during setup and map each piece to the right HubSpot record so the associations hold up in reporting.

What is the Geekly Bridge?

The Geekly Bridge is Geekly Media's integration layer between property management platforms and HubSpot. It's the foundation of PMOS, our Property Management Operating System.

What is PMOS for property management?

PMOS stands for Property Management Operating System. It's a system Geekly Media built that runs five automated pipelines inside HubSpot: owner acquisition and onboarding, leasing and move-ins, lease renewals and expirations, move-out and make-ready, and collections and delinquency.

Why connect Yardi to HubSpot?

Yardi runs your operations. HubSpot is where marketing, sales follow-up and attribution reporting live. Connecting them means owner acquisition and resident communication run on the same data your operations team uses, without exporting spreadsheets.

How much does it cost?

It depends on your setup and which retainer fits. We scope Yardi integrations on a call and give you a custom quote, so you know the cost before anything starts.

Connect your Yardi data to a smarter growth system

Win more doors. Manage them with less manual work.

Geekly Media brings your marketing, sales, automation and Yardi data together in HubSpot through the Geekly Bridge. Book a call and we'll show you where we'd start.