CRM Integration

On dealer's CRM cases, as long as there is one piece of contact information listed under seller info, whether it be a valid phone number or email address, the user will have the ability to push over the VDP as a lead. This pushed is done through the Integrations Menu located in the VDP.

The system also has the ability to setup an automated integration with the dealer's CRM, which will generate a new lead anytime an incoming text message has been received on a vehicle.

Though the CRM integration is available to the user, it is strongly to utilize the platform, either instead or in conjunction with the dealer's CRM.

The platform tools allows to set tasks, communicate, set appointments, and build reports based on users activity.

CRM integration can sometimes create duplicated work or confusion for the users who choose to utilize it.

If the dealer decides to integrate with their CRM, they must be aware that they will still need to log into the platform every day in order to engage with any sellers who don't have contact information provided. Users that choose to work entirely out of their dealer's CRM, often miss on several worthwhile opportunities still available to them in the platform.

Integration Setup

In order to have this integration enabled, dealers must contact their Acquisition Coach and they will begin with the setup.

Setup Process

1. The Acquisition Coach will request the email address from where the dealer's CRM get the leads sent by our platform
2. With that email address set in our system, a Push Test will be sent to the dealer's CRM in order to verify that everything is working properly
3. Once the Push Test has been sent, a confirmation that the test new lead appears in the dealer's CRM will be required
   1. This confirmation can be done by any dealer's CRM user with access to the inbound leads
   2. Some of the new lead specific information is:
      1. Customer First Name: Johnny
      2. Customer Last Name: Depp
      3. Customer Comments: This is a test lead - Seller Price : $115,000
   3. Once the test lead is found, the Acquisition Coach must be informed in order to complete the setup process
   4. If the test lead is not found, please contact the Acquisition Coach in order to validate the information provided for the setup

If you want to know more about how the push works, click here.

Providers List we can integrate with:

We are compatible with the following DMS (Dealer Management Software):

• Drive Centric
• Portable Batch System
• Car Vision
• eDealer Canada
• eLeads
• CDK Global
• VinSolutions

What information and events are automatically pushed to your CRM

• Inbound Call
• Missed Calls
• Inbound Voicemail

• Inbound messages (Texts, Emails, Facebook and Forms) that have not been filtered or flagged as offensive

Technical Information - The Push Structure

All push files sent to the dealer's CRM are .adf files which have an xml code embedded as shown below with the Push Test as an example:

<?xml version="1.0" encoding="UTF-8"?>
<?adf version="1.0"?>
<adf>
  <prospect status="new">
    <id sequence="1" source="van">VANTEST0602162742</id>
    <requestdate>2025-06-02T16:27:42-05:00</requestdate>
    <vehicle interest="trade-in" status="used">
      <year>2010</year>
      <make>Chevrolet</make>
      <model>Cruze</model>
      <vin>unavailable</vin>
      <transmission>Automatic</transmission>
      <odometer units="mi">10000</odometer>
      <colorcombination>
        <interiorcolor>Green</interiorcolor>
        <exteriorcolor>Blue</exteriorcolor>
      </colorcombination>
      <price type="asking" currency="usd" source="">115000</price>
      <comments>Lead test</comments>
    </vehicle>
    <customer>
      <contact>
        <name part="first" type="individual">Johnny</name>
        <name part="last" type="individual">Depp</name>
        <email>friesen.joana@kuhlman.com</email>
        <phone type="cellphone">888.315.2184</phone>
        <address>
          <city>Chicago</city>
          <regioncode>IL</regioncode>
          <postalcode>60607</postalcode>
          <country>USA</country>
        </address>
      </contact>
      <comments>This is a test lead

Seller Price : $115,000</comments>
    </customer>
    <vendor>
      <contact>
        <name part="full">Serra Toyota</name>
      </contact>
    </vendor>
    <provider>
      <id sequence="1" source="van">VAN</id>
      <name part="full">Vehicle Acquisition Network</name>
      <service>VAN</service>
    </provider>
  </prospect>
</adf>