Add or Change CRM Info
We can send leads directly into your CRM
If you need to add this setup or modify the destination of CRM lead insertion or the method used (i.e. ADF/XML email or via an API), here's what you need to know and where to send it.
What you need to include
This is really important if you change CRM service providers.
- Include the Name of the CRM Service Provider
- If they want ADF/XML leads, we need an email address to send them to.
- If they use an API, we'll need the specifics of that setup.
- If you are using TLP's API, we only need your Dealer ID number.
It's a good idea to include your CRM Rep contact info, so we can communicate directly with them, should there be complications, though we don't expect that.
Change other items.
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Change Data Provider or Values — Need a new value range? Switch between Black Book and Nada?
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Get Automation Assistance — Here's where you can request some help with automations.
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Change Campaign Details — To request custom changes to the message your visitors are sent.
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All How-To pages