Dealership CRM & Lead Integration Module Framework
Connect forms, routing, and lead automation the right way. Integrate dealership CRMs and automate lead flow without platform limitations.
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Course Outline
The Dealership CRM Integration Course focuses on connecting a dealership website with the systems used to manage customer leads and sales activity. In this training, you’ll configure how website inquiries, vehicle leads, and contact submissions are routed into CRM platforms used by dealerships. Proper CRM integration ensures that every website lead is captured and delivered directly to the dealership’s sales team, allowing the website to function as a reliable lead generation system for the business.
Chapter 1. Setup Gravity forms
- Confirmations
- Notifications
- Pre-made Gravity Form templates
- Popups template in Elementor
Chapter 2. Leadsbridge
- Set-up connections (ask contact at CRM)
- Field Mapping Strategy
- Form setup
- Gravity form integration with webhook
- Lead Routing Architecture
- CRM Testing and Validation
Chapter 3. Extras
- Site Kit
- Google Console
- Google Analytics