{"id":2691,"date":"2026-07-07T12:54:48","date_gmt":"2026-07-07T12:54:48","guid":{"rendered":"https:\/\/convertlocal.io\/blog\/?p=2691"},"modified":"2026-07-08T19:09:44","modified_gmt":"2026-07-08T19:09:44","slug":"appfolio-birdeye-setup-guide","status":"publish","type":"post","link":"https:\/\/convertlocal.io\/blog\/appfolio-birdeye-setup-guide\/","title":{"rendered":"How to Connect AppFolio and Birdeye: Setup Guide for Property Managers"},"content":{"rendered":"<style id=\"cl-appfolio-cluster-css\">\n.entry-meta,.post-meta,.author.vcard{display:none!important}.cl-appfolio{--ink:#102033;--muted:#536175;--line:#dbe6ee;--blue:#1769e0;--green:#087f73;--ice:#f5fbff;--soft:#f8fafc;font-family:Inter,system-ui,-apple-system,BlinkMacSystemFont,\"Segoe UI\",sans-serif;color:var(--ink);background:#fff}.cl-appfolio *{box-sizing:border-box}.cl-appfolio a{color:#1769e0}.cl-wrap{max-width:1120px;margin:0 auto;padding:0 22px}.cl-hero{padding:64px 0 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solid var(--line);padding:16px 0}.cl-faq summary{cursor:pointer;font-size:18px;font-weight:850;color:#102033}.cl-faq details p{margin-bottom:0}.cl-sources li{font-size:15px}\n@media(max-width:900px){.cl-grid,.cl-grid.two,.cl-workflow,.cl-toc{grid-template-columns:1fr}.cl-section{padding:38px 0}.cl-copy h2{font-size:29px}.cl-actions .cl-btn{width:100%}}@media(max-width:560px){.cl-wrap{padding:0 16px}.cl-title{font-size:37px}.cl-deck{font-size:18px}.cl-check{grid-template-columns:1fr}.cl-table{display:block;overflow-x:auto}.cl-video{min-height:190px}}\n<\/style>\n<article class=\"cl-appfolio\">\n<header class=\"cl-hero\">\n<div class=\"cl-wrap\"><span class=\"cl-eyebrow\">Setup guide<\/span><\/p>\n<h1 class=\"cl-title\">How to Connect AppFolio and Birdeye: Setup Guide for Property Managers<\/h1>\n<p class=\"cl-deck\">A launch checklist for property managers who want to connect AppFolio-related workflows with Birdeye review automation and messaging.<\/p>\n<p><span class=\"cl-meta\">Last updated: July 7, 2026<\/span><\/p>\n<div class=\"cl-actions\"><a class=\"cl-btn blue\" href=\"https:\/\/calendly.com\/convertlocal\/30min\">Book a Free AppFolio + Birdeye Setup Call<\/a><a class=\"cl-btn light\" href=\"https:\/\/convertlocal.io\/\">See How Convert Local Can Help<\/a><\/div>\n<\/div>\n<\/header>\n<section class=\"cl-section\">\n<div class=\"cl-wrap cl-copy\">\n<h2>Table of Contents<\/h2>\n<nav class=\"cl-toc\" aria-label=\"Table of contents\"><a href=\"#plan\">Plan the workflow<\/a><a href=\"#data\">Confirm data and locations<\/a><a href=\"#templates\">Build templates<\/a><a href=\"#test\">Test before launch<\/a><a href=\"#launch\">Launch and optimize<\/a><\/nav>\n<\/div>\n<\/section>\n<section id=\"plan\" class=\"cl-section\">\n<div class=\"cl-wrap cl-copy\">\n<aside class=\"cl-cta\">\n<h2>Need help implementing Birdeye with AppFolio?<\/h2>\n<p>ConvertLocal helps property management teams configure Birdeye review automation, texting, webchat, missed-call follow-up, and customer messaging around their existing AppFolio workflow.<\/p>\n<div class=\"cl-actions\"><a class=\"cl-btn light\" href=\"https:\/\/calendly.com\/convertlocal\/30min\">Book a Free AppFolio + Birdeye Setup Call<\/a><a class=\"cl-btn\" href=\"https:\/\/convertlocal.io\/\">See How Convert Local Can Help<\/a><a class=\"cl-btn\" href=\"sms:+16178417787\">Text 617-841-7787<\/a><\/div>\n<\/aside>\n<h2>Step 1: Plan the Workflow Before Connecting Anything<\/h2>\n<p>Before connecting AppFolio and Birdeye, decide what business outcome you want. More Google reviews? Better resident feedback? Faster owner follow-up? Cleaner maintenance communication? The answer determines which triggers, templates, and routing rules should be configured.<\/p>\n<p>A good setup starts with a workflow map. List the event, customer type, message, timing, destination, and owner. If any of those are unclear, the automation will create confusion.<\/p>\n<figure class=\"cl-shot\">\n<div class=\"cl-shotbox\" role=\"img\" aria-label=\"Alt text: AppFolio Birdeye setup guide workflow worksheet\"><strong>AppFolio Birdeye setup worksheet<\/strong><span>A setup plan should define trigger, audience, delay, message, review destination, and owner.<\/span><\/div><figcaption>Alt text: AppFolio Birdeye setup guide workflow worksheet<\/figcaption><\/figure>\n<\/div>\n<\/section>\n<section id=\"data\" class=\"cl-section cl-band\">\n<div class=\"cl-wrap cl-copy\">\n<h2>Step 2: Confirm Data, Locations, and Review Destinations<\/h2>\n<p>Property management teams often have multiple offices, Google profiles, property brands, or regions. Review requests should route to the correct place. Before launch, verify business names, addresses, phone numbers, Google Business Profiles, and any location-level rules.<\/p>\n<ul class=\"cl-check\">\n<li>Confirm office and location list.<\/li>\n<li>Confirm Google Business Profile ownership.<\/li>\n<li>Confirm which contacts can receive SMS or email.<\/li>\n<li>Confirm opt-out and communication rules.<\/li>\n<li>Confirm review destination per location.<\/li>\n<li>Confirm inbox owners by team.<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"templates\" class=\"cl-section\">\n<div class=\"cl-wrap cl-copy\">\n<h2>Step 3: Build Review, Survey, and Messaging Templates<\/h2>\n<p>Templates should be short, specific, and aligned with the customer moment. A maintenance follow-up should not sound like an owner onboarding message. A move-in review request should not sound like a generic marketing campaign.<\/p>\n<table class=\"cl-table\">\n<thead>\n<tr>\n<th>Workflow<\/th>\n<th>Template angle<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Move-in<\/td>\n<td>Ask about first impressions, communication, and move-in support.<\/td>\n<\/tr>\n<tr>\n<td>Work order complete<\/td>\n<td>Ask whether the issue was resolved and if the team was helpful.<\/td>\n<\/tr>\n<tr>\n<td>Owner onboarding<\/td>\n<td>Ask about onboarding clarity and confidence in the management process.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/section>\n<section id=\"test\" class=\"cl-section cl-band\">\n<div class=\"cl-wrap cl-copy\">\n<h2>Step 4: Test Before Launch<\/h2>\n<p>Testing is where many failed implementations can be prevented. Send test contacts through the workflow, open the review links on mobile, confirm the right location appears, and make sure replies route to the correct inbox.<\/p>\n<ul class=\"cl-check\">\n<li>Test SMS and email formatting.<\/li>\n<li>Test review links on iPhone and Android.<\/li>\n<li>Confirm review destination by office.<\/li>\n<li>Confirm team notifications.<\/li>\n<li>Confirm reply routing.<\/li>\n<li>Confirm reporting fields.<\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"launch\" class=\"cl-section\">\n<div class=\"cl-wrap cl-copy\">\n<h2>Step 5: Launch, Monitor, and Optimize<\/h2>\n<p>Start with the workflows most likely to produce clean data and positive customer feedback. Monitor the first two weeks closely, then adjust templates, delays, routing, and reporting based on real results.<\/p>\n<\/div>\n<\/section>\n<section class=\"cl-section cl-band\">\n<div class=\"cl-wrap cl-copy\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"cl-faq\">\n<details>\n<summary>How do you connect AppFolio and Birdeye?<\/summary>\n<p>Start by confirming the available AppFolio-related workflow, mapping locations, creating templates, testing review links, and launching with clear ownership.<\/p>\n<\/details>\n<details>\n<summary>What should be tested before launch?<\/summary>\n<p>Test SMS, email, review links, location routing, team notifications, inbox replies, and reporting.<\/p>\n<\/details>\n<details>\n<summary>Can ConvertLocal do the setup?<\/summary>\n<p>Yes. ConvertLocal can help plan, configure, test, and optimize the AppFolio + Birdeye workflow.<\/p>\n<\/details>\n<details>\n<summary>How long does setup take?<\/summary>\n<p>Timing depends on account access, location count, triggers, and approvals, but a focused initial workflow can often be planned and tested faster than a full multi-location rollout.<\/p>\n<\/details>\n<details>\n<summary>Should all workflows launch at once?<\/summary>\n<p>Usually no. Start with one or two high-value workflows, verify performance, then expand.<\/p>\n<\/details>\n<\/div>\n<\/div>\n<\/section>\n<section class=\"cl-section\">\n<div class=\"cl-wrap cl-copy\">\n<aside class=\"cl-cta\">\n<h2>Need help implementing Birdeye with AppFolio?<\/h2>\n<p>ConvertLocal helps property management teams configure Birdeye review automation, texting, webchat, missed-call follow-up, and customer messaging around their existing AppFolio workflow.<\/p>\n<div class=\"cl-actions\"><a class=\"cl-btn light\" href=\"https:\/\/calendly.com\/convertlocal\/30min\">Book a Free AppFolio + Birdeye Setup Call<\/a><a class=\"cl-btn\" href=\"https:\/\/convertlocal.io\/\">See How Convert Local Can Help<\/a><a class=\"cl-btn\" href=\"sms:+16178417787\">Text 617-841-7787<\/a><\/div>\n<\/aside>\n<h2>Related AppFolio Resources<\/h2>\n<p>Use these pages to move through the full AppFolio + Birdeye resources without guessing which feature to research next.<\/p>\n<div class=\"cl-related\"><a href=\"https:\/\/convertlocal.io\/integrations\/appfolio-birdeye\/\">AppFolio + Birdeye integration<\/a><a href=\"https:\/\/convertlocal.io\/blog\/appfolio-review-automation\/\">AppFolio review automation<\/a><a href=\"https:\/\/convertlocal.io\/blog\/appfolio-sms-integration\/\">AppFolio SMS integration strategy<\/a><a href=\"https:\/\/convertlocal.io\/blog\/appfolio-webchat\/\">Birdeye webchat for AppFolio users<\/a><a href=\"https:\/\/convertlocal.io\/blog\/appfolio-missed-call-text-back\/\">Missed call text back for property managers<\/a><a href=\"https:\/\/convertlocal.io\/blog\/best-review-software-for-appfolio-users\/\">Best review software for AppFolio users<\/a><a href=\"https:\/\/convertlocal.io\/blog\/appfolio-birdeye-setup-guide\/\">AppFolio Birdeye setup guide<\/a><a href=\"https:\/\/convertlocal.io\/blog\/appfolio-tenant-communication\/\">Tenant communication for AppFolio users<\/a><a href=\"https:\/\/convertlocal.io\/blog\/property-management-marketing\/\">Property management marketing<\/a><\/div>\n<aside class=\"cl-author\"><strong>Written by Dan Tucci, Founder of ConvertLocal<\/strong><\/p>\n<p>Dan helps property management companies and other local businesses implement Birdeye review automation, business texting, webchat, missed-call workflows, and customer communication systems.<\/p>\n<\/aside>\n<\/div>\n<\/section>\n<\/article>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"BlogPosting\",\"headline\":\"How to Connect AppFolio and Birdeye: Setup Guide for Property Managers\",\"name\":\"How to Connect AppFolio and Birdeye: Setup Guide for Property Managers\",\"url\":\"https:\/\/convertlocal.io\/blog\/appfolio-birdeye-setup-guide\/\",\"description\":\"A practical AppFolio Birdeye setup guide covering triggers, review requests, surveys, messaging, testing, and launch steps.\",\"datePublished\":\"2026-07-07\",\"dateModified\":\"2026-07-07\",\"author\":{\"@type\":\"Person\",\"name\":\"Dan Tucci\",\"url\":\"https:\/\/convertlocal.io\/\"},\"publisher\":{\"@type\":\"Organization\",\"name\":\"ConvertLocal\",\"url\":\"https:\/\/convertlocal.io\/\",\"telephone\":\"+16178417787\"},\"mainEntityOfPage\":{\"@type\":\"WebPage\",\"@id\":\"https:\/\/convertlocal.io\/blog\/appfolio-birdeye-setup-guide\/\"}},{\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"How do you connect AppFolio and Birdeye?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Start by confirming the available AppFolio-related workflow, mapping locations, creating templates, testing review links, and launching with clear ownership.\"}},{\"@type\":\"Question\",\"name\":\"What should be tested before launch?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Test SMS, email, review links, location routing, team notifications, inbox replies, and reporting.\"}},{\"@type\":\"Question\",\"name\":\"Can ConvertLocal do the setup?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes. 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Last updated: July 7, 2026 Book a Free AppFolio + Birdeye Setup CallSee How Convert Local Can Help Table of Contents Plan the workflowConfirm [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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