DMS

DMS workflow

LightSpeed DMS integration for prospect writeback from TECOBI conversations.

LightSpeed DMS support gives dealerships a way to push TECOBI-managed prospect activity into the DMS when the store needs stronger operational visibility than messaging alone provides.

LightSpeed DMSAddProspectWritebackNotes
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DMS writeback

LightSpeed DMS writeback keeps TECOBI conversation activity visible beyond messaging.

When a store needs prospect activity in the DMS, contact details, vehicle interest, preferred contact method, and notes have to move cleanly.

01

Prospect activity should be visible beyond the message thread.

When TECOBI creates or works a prospect, the DMS can need contact details, vehicle interest, and notes for operational visibility.

02

Writeback needs clear status.

Submission logging helps teams see response status and returned identifiers for audit and troubleshooting.

03

DMS workflow supports accountability.

The goal is to keep customer communication and store reporting aligned instead of splitting them into separate systems.

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.

Prospect visibility

A TECOBI-worked prospect should not disappear from the DMS view.

TECOBI can support LightSpeed AddProspect XML payloads, workflow triggers, submission logging, response status, and returned identifiers.

  • Lead or chat activity can trigger prospect writeback when the store needs it.
  • Vehicle interest and notes help the DMS record describe the actual conversation.
  • Submission logs make troubleshooting and audit review easier.

Integration architecture

Move a worked TECOBI lead into LightspeedDMS as a prospect.

The integration packages useful customer and vehicle context, creates the Lightspeed prospect, and records the returned identifier for store visibility.

01

Prepare

Build the prospect record

TECOBI assembles customer contact details, address, vehicle interest, preferred contact method, and conversation context.

  • Customer and contact
  • Vehicle interest
  • Source and assignment notes
02

Submit

Create the Lightspeed prospect

The dealership-specific record is sent through the Lightspeed AddProspect workflow.

  • Dealer routing
  • Prospect creation
  • Success or error response
03

Confirm

Keep the handoff traceable

TECOBI records the submission result and returned PCH ID on the lead timeline when the push succeeds.

  • Submission log
  • Returned PCH ID
  • Timeline confirmation

Connected data

What this integration can carry through the workflow.

  • Customer name and contact details
  • Address and preferred contact method
  • Vehicle year, make, model, and condition
  • Lead source and assignment notes
  • Submission response and errors
  • Returned Lightspeed PCH ID

LightSpeed path

Write useful prospect context back into DMS operations.

The workflow should keep customer communication and store visibility aligned without asking teams to duplicate entry.

01

Prospect activity should be visible beyond the message thread.

When TECOBI creates or works a prospect, the DMS can need contact details, vehicle interest, and notes for operational visibility.

02

Writeback needs clear status.

Submission logging helps teams see response status and returned identifiers for audit and troubleshooting.

03

Apply TECOBI coverage

LightSpeed AddProspect XML payload support. Contact data, preferred contact method, vehicle interest, and notes.

04

Route, inspect, and improve the outcome

Lead or chat workflow trigger support. Submission logging with response status and identifiers.

TECOBI fit

Where TECOBI supports this workflow.

01

LightSpeed AddProspect XML payload support.

02

Contact data, preferred contact method, vehicle interest, and notes.

03

Lead or chat workflow trigger support.

04

Submission logging with response status and identifiers.

Proof path

Show DMS writeback through operational visibility.

Payload support, identifiers, response status, and notes give the store better accountability around prospect writeback.

Next pages

FAQ

Common questions about this workflow.

Is the LightSpeed DMS integration available?

Available prospect push. Implemented as a TECOBI lead-to-prospect handoff for configured LightspeedDMS dealerships.

What data can the LightSpeed DMS integration carry?

Customer name and contact details. Address and preferred contact method. Vehicle year, make, model, and condition. Lead source and assignment notes. Submission response and errors. Returned Lightspeed PCH ID.

Does TECOBI replace the dealership's existing CRM or DMS?

This is a one-way prospect push, not a full two-way CRM synchronization. It creates a LightspeedDMS prospect from a TECOBI lead and records the submission result.

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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