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
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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.

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.

AI should not create another reconciliation job.

The integration is built so AI-managed conversations can remain part of the same CRM operating model.

Dealership salesperson using a laptop and phone to manage customer follow-up inside a showroom.
AI follow-up works best when it supports the real sales floor, not when it lives in a disconnected tool.

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.

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.

01

eLead activity should stay connected to follow-up.

Customer creation, updates, opportunity creation, and delta-search workflows help AI coverage see current dealership activity.

02

Appointments need lifecycle context.

Fortellis activity endpoints and webhook processing help support appointment scheduling, completion, and state sync.

03

Apply TECOBI coverage

Customer and opportunity workflow support. Delta-search and event-driven activity sync.

04

Route, inspect, and improve the outcome

Appointment state handling. CRM-visible context from AI-managed follow-up.

TECOBI fit

Where TECOBI supports this workflow.

01

Customer and opportunity workflow support.

02

Delta-search and event-driven activity sync.

03

Appointment state handling.

04

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

FAQ

Common questions about this workflow.

What does Fortellis eLead integration help connect for a dealership?

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.

Where does Fortellis eLead integration show up in the workflow?

Customer creation, updates, opportunity creation, and delta-search workflows help AI coverage see current dealership activity. Fortellis activity endpoints and webhook processing help support appointment scheduling, completion, and state sync.

Does TECOBI replace the dealership's existing system?

No. TECOBI is designed to work around the systems dealerships already use. The goal is to keep AI-managed communication connected to the store's workflow, not to replace the system of record.

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.

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