eLead activity should stay connected to follow-up.
Customer creation, updates, opportunity creation, and delta-search workflows help AI coverage see current dealership activity.
CRM CRM integration
Fortellis and eLead integration for AI follow-up inside the dealership CRM lifecycle.
For stores running eLead through Fortellis, TECOBI can stay inside customer, opportunity, activity, and appointment workflows instead of forcing teams to reconcile a separate AI system by hand.
FortelliseLeadOpportunitiesWebhooks
eLead workflow
Fortellis and eLead workflows need AI follow-up that stays inside the customer lifecycle.
Customer updates, opportunities, activity, appointments, and webhooks all matter when AI communication is part of the store process.
Appointments need lifecycle context.
Fortellis activity endpoints and webhook processing help support appointment scheduling, completion, and state sync.
AI should not create another reconciliation job.
The integration is built so AI-managed conversations can remain part of the same CRM operating model.
Lifecycle sync
The eLead record should not become a manual reconciliation job.
TECOBI can support customer and opportunity workflows, activity sync, appointment lifecycle events, and CRM-visible context through Fortellis.
- Customer and opportunity data help AI coverage understand current store activity.
- Appointment state and event handling keep the lifecycle more visible.
- Managers can review AI follow-up without chasing a separate system.
Integration architecture
Work the conversation in TECOBI while eLead stays current.
Fortellis connects eLead opportunities and customer records to TECOBI, then carries important appointment and activity changes back into the CRM lifecycle.
01
Inbound
eLead opportunity to TECOBI
TECOBI can poll recent opportunity changes, fetch the related customer, and create or link the local lead with source and vehicle context.
- OEM and CRM opportunities
- Customer details
- Vehicles, trades, and sales team
02
Record creation
TECOBI lead to Fortellis
When a CRM record is needed for writeback, TECOBI can create the customer and opportunity and retain the relationship for later activity.
- Customer creation
- Opportunity creation
- Stored customer and opportunity IDs
03
Writeback
Appointments and activity return
TECOBI can update appointment lifecycle activity, completed calls, selected email activity, and customer text preferences.
- Appointment lifecycle
- Completed calls and email activity
- SMS opt-out preferences
Connected data
What this integration can carry through the workflow.
- Recent eLead opportunity polling
- Customer and opportunity creation
- Vehicle and trade context
- Appointment schedule and status changes
- Completed call and selected email activity
- SMS opt-out preference updates
Fortellis path
Sync lifecycle context before AI follow-up becomes disconnected.
The integration should help the CRM, the AI layer, and the team describe the same customer state.
eLead activity should stay connected to follow-up.
Customer creation, updates, opportunity creation, and delta-search workflows help AI coverage see current dealership activity.
Appointments need lifecycle context.
Fortellis activity endpoints and webhook processing help support appointment scheduling, completion, and state sync.
Apply TECOBI coverage
Customer and opportunity workflow support. Delta-search and event-driven activity sync.
Route, inspect, and improve the outcome
Appointment state handling. CRM-visible context from AI-managed follow-up.
TECOBI fit
Where TECOBI supports this workflow.
Customer and opportunity workflow support.
Delta-search and event-driven activity sync.
Appointment state handling.
CRM-visible context from AI-managed follow-up.
Proof path
Show Fortellis value through fewer workflow gaps.
Useful proof highlights lifecycle sync, appointment visibility, activity context, and reduced manual reconciliation.
Next pages
Continue through the related TECOBI pages.
FAQ
Common questions about this workflow.
Is the Fortellis eLead integration available?
Available integration. Implemented through Fortellis Sales APIs for enabled eLead dealership subscriptions.
What data can the Fortellis eLead integration carry?
Recent eLead opportunity polling. Customer and opportunity creation. Vehicle and trade context. Appointment schedule and status changes. Completed call and selected email activity. SMS opt-out preference updates.
Does TECOBI replace the dealership's existing CRM or DMS?
eLead remains the official CRM record. TECOBI avoids marking a no-show as a completed upstream appointment because that could create inaccurate showed activity in Fortellis reporting.
Google reviews
Customer teams describe the response and follow-up experience.
Synced Google reviews add public customer voice around TECOBI support, follow-up coverage, handoffs, and day-to-day impact.
Highest-rated automotive vendor on Google
Pulling the latest Google review signal from TECOBI’s Google Business Profile.