The Affinitiv XRM API integration (FI) allows customers to benefit from the seamless and secure transfer of data between Affinitiv XRM and Conversica. This article covers basic information about this integration.
*Note: In 2019, Autoloop XRM merged with Affinitiv to create the single CRM platform of Affinitiv XRM
Integration Overview
Affinitiv XRM is integrated with Conversica for mutual customers using the Conversica API (v 7.1). The Conversica API facilitates the flow of Lead data from Affinitiv XRM to the Conversica Platform, as well as the flow of Lead Update and Message object data from the Conversica Platform back to Affinitiv XRM. This is all performed using secure, JSON-encoded POST requests.
Setup
- Conversica notifies Affinitiv XRM regarding new dealership customer activation.
- Affinitiv XRM confirms and activates the API data feed for the mutual customer.
- The unique ID for that customer is provided to Conversica from Affinitiv, and the integration is activated on the Conversica end.
Supported Features
Affinitiv XRM’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 Features |
| Insert Conversica assistant messages into CRM | Yes |
| Insert lead responses into CRM | Yes |
| Insert Conversica-generated tasks into CRM. See Insert Tasks | No |
| 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 |
Affinitiv XRM has a set of default lead type, lead status, and appointment status values for all customers. These values can be used to customize the behavior and performance of your Assistant.
| Lead Type (Event Type) | Lead Status | Appointment Status |
| Internet | New Lead | Scheduled |
| Showroom | Dead | Confirmed |
| Phone | Duplicate | Showed |
| Future | Sold | |
| Get In Touch | ||
| Hot Prospect | ||
| Working | ||
| Parts | ||
| Sales | ||
| Service | ||
| Sold |
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