Integration guides
Object-level diligence for the system connections dealers repeatedly ask about.
DMS and CRM integration guide
DMS–CRM integration should synchronize the minimum necessary customer, vehicle, deal, activity and outcome data under explicit ownership and conflict rules.
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 multiple intermediaries.
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 back without creating duplicate ownership.
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 permitted uses are defined.
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 into an uncontrolled second CRM.
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 controls.
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 conflicting records.
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 staff and shoppers to restart.
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 service.
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 to the repair order.
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, refund and dispute states.
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 and unwinds.
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 disclosed match limitations.
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 uncontrolled duplicate leads.
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 →