Integration guides
Integration guides give object-level diligence for the system connections dealers repeatedly ask about.
Each guide names the objects that move between two systems, the direction they move, how often, who supplies the connection and what it costs, so a dealer can put the same questions to both vendors and compare the answers.
What this library covers
Integration guides give object-level diligence for the system connections dealers repeatedly ask about. This library currently carries 16 guides in this collection, each mapped to the provider categories that serve it and each carrying its own direct answer and evaluation checklist.
DMS–CRM integration should synchronize the minimum necessary customer, vehicle, deal, activity and outcome data under explicit ownership and conflict rules. Website connections depend on inventory, pricing, incentives, store, lead and conversion data that may pass through multiple intermediaries.
AI must read enough CRM context to respond correctly and write conversations, appointments, tasks and handoffs back without creating duplicate ownership. Call integrations should connect source, caller, recording, intent, employee handling, appointment and sales or service outcome.
| Guides published | 16 |
|---|---|
| Answered questions | 128 |
DMS and CRM integration guide
DMS–CRM integration should synchronize the minimum necessary customer, vehicle, deal, activity and outcome data under explicit…
Open research guide →Integration guideDMS and dealership website integration guide
Website connections depend on inventory, pricing, incentives, store, lead and conversion data that may pass through…
Open research guide →Integration guideCRM and AI lead-handling integration guide
AI must read enough CRM context to respond correctly and write conversations, appointments, tasks and handoffs…
Open research guide →Integration guideCRM and call-tracking integration guide
Call integrations should connect source, caller, recording, intent, employee handling, appointment and sales or service outcome.
Open research guide →Integration guideDMS and CDP integration guide
DMS data can support identity, ownership, sales and service audiences only when fields, latency, consent and…
Open research guide →Integration guideCRM and CDP integration guide
CRM–CDP connections must preserve lead activity, identity, consent, audience and activation state without turning the CDP…
Open research guide →Integration guideDealership website and CDP integration guide
Website–CDP connections collect behavioral events and identity signals that require consistent event definitions, consent and quality…
Open research guide →Integration guideInventory and dealership website integration guide
Inventory website feeds must preserve VIN-level status, price, media and merchandising while detecting stale, missing and…
Open research guide →Integration guideDigital retailing and desking integration guide
A digital deal should transfer customer selections and assumptions into desking without silent recalculation or forcing…
Open research guide →Integration guideService scheduler and DMS integration guide
Scheduling integrations should use valid operations, capacity, transportation and customer data and create appointments staff can…
Open research guide →Integration guideDigital MPI and DMS integration guide
MPI integration should connect technician findings, media, estimates, approvals, declined work and completed labor or parts…
Open research guide →Integration guideDealership payments and DMS integration guide
Payment integrations must post the correct customer, deal, repair-order or parts transaction and reconcile authorization, settlement,…
Open research guide →Integration guideF&I and DMS integration guide
F&I integrations should preserve deal figures, products, lender decisions, documents, funding and accounting outcomes across revisions…
Open research guide →Integration guideMarketing analytics and DMS integration guide
Connecting marketing and DMS data requires explicit event, identity, sale, service, cost and attribution definitions plus…
Open research guide →Integration guideEquity mining and CRM integration guide
Equity opportunities should enter the CRM with understandable reasons, ownership, suppression and outcome tracking rather than…
Open research guide →Integration guideDealership HR, payroll and accounting integration guide
Workforce integrations should align employee identity, time, payroll, commissions, deductions and accounting posting under controlled access.
Open research guide →