The DealerSocket integration allows users to benefit from the seamless and secure transfer of data between DealerSocket CRM and Conversica. This article covers basic information about this integration.
Conversica integrates with DealerSocket by a secure, DCP (DealerSocket Certified Partner), API-based, two-way connection. At a high level, here’s how it works:
DealerSocket lead data (both new leads and updates) is received by Conversica every 20 minutes, so your Assistant can engage new leads as they arrive, or adjust her next actions based on the updates received.
When your Assistant engages a lead, the Conversation history will be logged in DealerSocket on the Lead Profile. As a result, you can closely monitor your Revenue Digital Assistant for Sales Conversations without leaving the CRM.
- Provide the following information about your Dealersocket instance to your Conversica Technical Account Manager.
- Dealership Name
- Group Name (where applicable)
- Contact Name
- Contact Email Address
- DealerSocket Site ID
- Walkthrough the Assistant settings and configuration options with your Conversica Technical Account Manager for your dealership.
Conversica’s certified integration with DealerSocket supports the features below. These features are designed to optimize your integration and improve your Conversica experience, but some of them are optional. Your Conversica Software Installation Specialist will partner with you to enable the features that work best for you and your dealership's process.
|Insert Conversica assistant messages into CRM
|Insert lead responses into CRM
|Insert Conversica-generated tasks into CRM**
|Automatic Skip to Follow Up based on CRM lead statuses
|Automatic Stop Messaging based on CRM lead statuses
|Automatic rep reassignment in Conversica when reassignment occurs in CRM
|Ability to prefer BDC rep assignment
|Engage phone leads
|Engage walk-in leads
|Ability to identify appointment information
** Insert tasks: If a received message triggers an activity to the rep and the account has the add_tasks permission, we'll insert an activity to the rep with the title "Read Work Notes" and a message that says Conversica received a new <medium> from the customer, where the medium is any value from the message_medium table: email, SMS, phone, and chat. It defaults to email if for any reason the medium type is not in that table.
Q: What happens when a lead is merged in Dealersocket?
A: Conversica does not currently support merged leads. When a lead is merged with an existing lead profile in DealerSocket, the lead reference ID that Conversica uses to receive status updates is changed. This causes Conversica to no longer be able to identify status changes or other updates made in the CRM. As a result, there is the risk of the lead receiving inconsistent messages from the assistant. To prevent this, you can log in to Conversica's dashboard to manually stop messaging the lead.
Q: If I Reply as Assistant, will the message that I send from Conversica appear in the DealerSocket profile?
A: Yes. Reply as Assistant messages have the same functionality as the automated messages sent by the assistant and they will be inserted back into the Lead Profile in DealerSocket.