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.
Integration Overview
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.
Table of Contents
Setup
Supported Features
Dealersocket Chat
FAQ
Setup
- Provide the following information about your Dealersocket instance to your Conversica Technical Account Manager.
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- Dealership Name
- Group Name (where applicable)
- Contact Name
- Contact Email Address
- DealerSocket Site ID
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- Walkthrough the Assistant settings and configuration options with your Conversica Technical Account Manager for your dealership.
Supported Features
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.
| Feature Description | Supported Feature |
| Insert Conversica assistant messages into CRM | Yes |
| Insert lead responses into CRM | Yes |
| Insert Conversica-generated tasks into CRM** | 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 |
** 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.
Dealersocket Chat
Conversica’s Website Chat now connects seamlessly with DealerSocket! When a lead starts a conversation with your Revenue Digital Assistant through the Conversica Chat widget on your website, their details are instantly pushed to DealerSocket as a new Sales Opportunity, making it easier than ever to follow up and boost sales performance. This new feature enables you to:
Instantly Capture High-Intent Leads
When a customer expresses interest in a vehicle via chat, their information is automatically added to DealerSocket for immediate follow-up.
Reduce Manual Data Entry
By automating the lead flow directly into the CRM, dealers save valuable time on administrative tasks.
Guarantee Timely Follow-Up
Leads are assigned to default sales reps in Dealersocket, ensuring quick responses and clear accountability.
How it works
When a visitor interacts with Conversica Chat on the website, the assistant gathers their details, including their email address.
Conversica then sends this lead information directly to DealerSocket, where it:
- Creates a new Sales Opportunity
- Matches the lead to an existing customer if the email is already in DealerSocket
- Assigns the lead to the default sales representative
- Tags the lead under a specific list (e.g., "Conversica Hot Leads")
The Dealersocket Chat integration helps dealerships capture and follow up on chat leads more effectively, ensuring every opportunity is addressed. By automating lead creation in DealerSocket, Conversica minimizes manual tasks, enhances lead tracking, and boosts ROI from website interactions. If you're interested in using Dealersocket Chat, please contact your account manager to get started.
FAQs
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.
Q: For Dealersocket Chat, can I modify the list under which chat leads are tagged?
A: Yes, you can update this from the Conversica dashboard by navigating to Engagement Tools > Chat Configuration > Integration Details > List Name.
Q: Does Conversica automatically update leads created through Chat?
A: No, Conversica will not update leads generated through Chat unless the lead enters into a Conversica conversation at a later time.
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