CRM Link: DealerOwned

Chaya David
  • Updated
Follow

Overview

CRM Data is a critical source of Data which the Fullpath CDP utilizes to organize and resolve Shopper identities. CRM data is used across the Fullpath marketing and sales activation solutions in order to connect and enhance interactions and customer engagements.

Connecting your CRM to the CDXP

In order to integrate the Fullpath CDP with DealerOwned, we will need you to reach out to your DealerOwned representative to request the following:

  1. A Daily SFTP be set up and sent to Fullpath.

  2. A one-time, bulk historical extract be sent to Fullpath.



 

Email Template

To: Your DealerOwned CRM Representative

Cc: Your Fullpath Implementation Manager

Hello [Name],

I am reaching out to request that you send the following data for Fullpath's SFTP:

  • An automated daily export that includes the past 30-days of leads, sales, service ROs, and appointments.

  • A bulk, historical extract of the same data, going back 10 years.

Please use the following Naming Conventions for each file and each store. It is critical for the files to be named exactly as instructed so they will be processed properly.

  • <DealershipName>_<file Type>__<upload timestamp>

    • Note the double underscore before the upload timestamp.

  • File Type Names:

    • Leads

    • Sales


I have copied a member of the Fullpath team on this message if you have any further questions.

please include the DealershipName you will be using in the filenames as a unique identifier for files associated with this dealership in a return email.

Thank you,

[Your Name]

 

Permissions and Reports

Due to the nature of the integration with DealerOwned, Fullpath does not require any special permissions to receive the CRM data. DealerOwned will provide a daily feed of the following data-points, which will then be integrated with the CDXP:

  • Leads

  • Sales

  • Appointments

  • Service Ros

 

 

Time to Completion

We endeavor to complete the CRM Link setup within 3 business days. This, however, is dependent on the timing and cooperation of DealerOwned, as we are dependent on their data to configure the CRM Link with the CDXP.