CRM

Certified CRM integration

Certified ProMax integration for connected dealership lead follow-up.

The certified ProMax integration keeps TECOBI conversations connected to the dealership CRM through lead creation, event-driven lead import, and supported activity writeback.

ProMaxCertifiedLead importActivity writeback
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Certified ProMax integration

ProMax dealerships should not have to choose between CRM discipline and AI follow-up coverage.

TECOBI's certified and active ProMax integration connects CRM lead creation, event-driven lead import, and supported activity writeback around the same customer workflow.

01

Create ProMax leads from TECOBI activity.

TECOBI can send customer, lead-source, and vehicle context into ProMax using the certified lead-creation path.

02

Bring eligible ProMax opportunities into TECOBI.

Event-driven lead import connects CRM opportunities to the TECOBI communication workflow without depending on a manual handoff.

03

Keep supported activity visible in the CRM.

Activity writeback helps managers inspect customer movement on the linked ProMax record while TECOBI handles communication coverage.

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.

Connected CRM workflow

The ProMax record and the TECOBI conversation should describe the same opportunity.

TECOBI can create the ProMax lead, receive eligible ProMax opportunities, retain the CRM relationship, and return supported activity to the linked record.

  • Certified lead creation carries customer, source, and vehicle context into ProMax.
  • Event-driven import brings eligible CRM opportunities into TECOBI without a manual handoff.
  • Supported activity writeback gives managers a connected CRM view.

Integration architecture

Keep ProMax lead activity connected to the TECOBI conversation workflow.

The certified integration combines ProMax lead creation, CRM activity writeback, and event-driven lead import so TECOBI can operate beside the dealership CRM.

01

Lead creation

TECOBI lead to ProMax

TECOBI uses ProMax Secure POST and automotive lead data to create the CRM lead record.

  • Customer details
  • Lead source context
  • Vehicle information
02

CRM import

ProMax activity to TECOBI

Event-driven DEX lead import lets eligible CRM opportunities enter the TECOBI workflow.

  • DEX event stream
  • Lead relationship
  • Customer follow-up context
03

Writeback

TECOBI activity to ProMax

DEX API writeback keeps supported customer activity visible on the linked CRM record.

  • Linked CRM record
  • Supported activity updates
  • Manager visibility

Connected data

What this integration can carry through the workflow.

  • ProMax Secure POST lead creation
  • Automotive lead data mapping
  • DEX event-driven lead import
  • Linked TECOBI and ProMax records
  • DEX API activity writeback
  • Certified dealer enablement controls

ProMax path

Create, connect, and update the lead without losing the dealership's CRM record.

The live integration is designed to let TECOBI handle communication coverage while ProMax remains central to dealership CRM operations.

01

Create ProMax leads from TECOBI activity.

TECOBI can send customer, lead-source, and vehicle context into ProMax using the certified lead-creation path.

02

Bring eligible ProMax opportunities into TECOBI.

Event-driven lead import connects CRM opportunities to the TECOBI communication workflow without depending on a manual handoff.

03

Apply TECOBI coverage

Certified ProMax lead creation with automotive customer and vehicle data. Event-driven CRM lead import into TECOBI.

04

Route, inspect, and improve the outcome

Linked records for traceable customer activity. Supported activity writeback to the ProMax CRM record.

TECOBI fit

Where TECOBI supports this workflow.

01

Certified ProMax lead creation with automotive customer and vehicle data.

02

Event-driven CRM lead import into TECOBI.

03

Linked records for traceable customer activity.

04

Supported activity writeback to the ProMax CRM record.

Proof path

Prove the connection through traceable records and visible customer activity.

The useful proof is a linked lead path, timely import, supported writeback, and less manual reconciliation for the store.

Next pages

FAQ

Common questions about this workflow.

Is the ProMax CRM integration available?

Certified and active. Certified ProMax integration available for configured dealership accounts.

What data can the ProMax CRM integration carry?

ProMax Secure POST lead creation Automotive lead data mapping DEX event-driven lead import Linked TECOBI and ProMax records DEX API activity writeback Certified dealer enablement controls

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

The ProMax integration is certified and active. Dealership enablement and available writeback behavior still depend on the store's ProMax and TECOBI configuration.

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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