# Fortellis and eLead integration for AI follow-up inside the dealership CRM lifecycle.

Canonical page: https://www.tecobi.com/integrations/fortellis-elead/
Primary topic: Fortellis eLead integration

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.

## What TECOBI supports
- Customer and opportunity workflow support.
- Delta-search and event-driven activity sync.
- Appointment state handling.
- CRM-visible context from AI-managed follow-up.

## Dealership workflow
### 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.

## Integration status and scope
- Status: Available integration
- Scope: Two-way CRM workflow
- Availability: Implemented through Fortellis Sales APIs for enabled eLead dealership subscriptions.

## 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.

### 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

### 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

### 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
- 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

## Scope boundary
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.

## Related TECOBI pages
- [Integrations](https://www.tecobi.com/integrations/): Explore more dealership integrations.
- [Dealership lead response](https://www.tecobi.com/automotive-ai/dealership-lead-response/): Connect CRM lifecycle data to response strategy.
- [Appointment Scheduler](https://www.tecobi.com/platform/appointment-scheduler/): Review appointment workflows.