Elead CRM Integration Guide

Elead CRM Integration Guide

Elead (now part of CDK Global) is a leading automotive CRM. This guide covers connecting your Elead data to Carfluence.

What Data Comes from Elead

Elead feeds typically include:

• •Vehicle inventory: Vehicles tracked in the CRM
• •Dealer names: How dealerships appear in the CRM system
• •Sales data: Sold vehicle records with dates

Step 1: Create the Integration

POST /api/v1/integrations
{
  "dealershipId": "your-dealer-uuid",
  "type": "elead",
  "name": "Elead CRM Feed"
}

Step 2: Configure Elead Export

Work with your Elead administrator to:

• 1Set up an automated data export via SFTP
• 2Use the SFTP credentials provided by Carfluence
• 3Configure export frequency (daily recommended for CRM data)
• 4Include all available vehicle and dealer fields

Step 3: Dealer Name Matching

CRM systems often use different dealer names than what you have in Carfluence. For example:

• •CRM: "Bobs Toyota Dallas"
• •Carfluence: "Bob's Toyota"

Carfluence solves this with AI-powered dealer matching:

POST /api/v1/dealers/match-ai
{
  "integrationId": "your-elead-integration-uuid"
}

The AI analyzes dealer names from the CRM data and matches them to your internal dealer records with a confidence score. Review the matches and accept them:

POST /api/v1/dealers/match-accept
{
  "integrationId": "uuid",
  "matches": [
    {"crm_name": "Bobs Toyota Dallas", "dealer_id": "uuid", "confidence": 0.92}
  ]
}

Accepted matches become dealer aliases that persist across future syncs.

Step 4: Sync Settings

For CRM data, we recommend:

• •Strategy: merge — preserve existing inventory while adding CRM-sourced records
• •Sold Grace Period: 48 hours — keep recently sold vehicles visible for reconciliation
• •Track History: Enabled — track when vehicles move from active to sold

CRM-Specific Features

When Elead data is connected, you can:

• •Cross-reference inventory with CRM activity
• •See which vehicles have leads associated
• •Track the sales pipeline alongside inventory metrics
• •Use the AI assistant to ask questions spanning both inventory and CRM data