The ProMax API integration allows customers to benefit from the seamless and secure transfer of data between ProMax CRM and Conversica. This article covers basic information about this integration.
Summary
ProMax CRM is integrated with Conversica for mutual customers using the Conversica API (v 7.1). The Conversica API facilitates the flow of Lead data from ProMax CRM to the Conversica Platform, as well as the flow of Lead Update and Message object data from the Conversica Platform back to ProMax CRM. This is all performed using secure, JSON-encoded POST requests.
Activation
- Conversica notifies ProMax regarding new dealership customer activation
- ProMax confirms and activates the API data feed for the mutual customer
- The unique ID for that customer is provided to Conversica from ProMax, and the integration is activated on the Conversica end
Supported Features
ProMax’s API integration with Conversica supports the features listed below. These features are designed to optimize your integration and improve your Conversica experience. Your Conversica Software Installation Specialist will partner with you to enable the features that work best for you and your dealership’s process.
| Feature Description | Supported Feature |
| Insert Conversica Assistant messages into CRM | Yes |
| Insert Lead Responses into CRM | Yes |
| Insert Conversica-generated tasks into CRM. See insert tasks | Yes |
| Automatic Skip to Follow Up based on CRM lead statuses | Yes |
| Automatic Stop Messaging based on CRM lead statuses | Yes |
| Automatic rep reassignment in Conversica when reassignment occurs in CRM | Yes |
| Ability to prefer BDC rep assignment | Yes |
| Engage phone leads | Yes |
| Engage walk-in leads | Yes* |
| Ability to identify appointment information | Yes |
*Must be requested by the customer to ProMax to enable this functionality, not set to transmit walk-in leads by default.
Standard Lead Type and Status Values
ProMax has a set of default lead type and status values for all customers. Beyond those listed below, ProMax customers can add, edit, or configure additional values. Please let your Conversica Software Installation Specialist know about any desired customization using such additional, non-standard values.
| Lead Type | Lead Status | Appointment Status |
| Internet | Missed Appt | Current |
| Phone Up | Sold - Spot | Missed |
| Purchased Leads | Delivered | Shown |
| Reference | Need Car - Locate | Rescheduled |
| Reference | Cancelled | |
| Credit Alert | Sold | |
| Unsold |
Unsupported Features
Conversica currently does not support ProMax's franchise/parent org account feature for groups. Stores need individual API feeds/IDs to function with our systems.
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