Integration

Overview

Vector (10)
Requirements
  • Fortellis App Marketplace Activation CDK Drive / CRM API Access.
  • 1406 Data Exchange Subscription
  • HubSpot Subscription
  • Contact Us for details
Vector (11)
Connection Details
  • HubSpot Data Objects Enabled: Contacts, Deals, Line Items.
  • Frequency: Real-time, Daily, or Historical.

A Truly Unified View of Your Dealership

End-to-end pipeline pulls deep data from CDK Drive/CRM, warehouses it, and pushes insights into HubSpot.

  • Complete Sales Picture: Sync FI Sales, Repair Orders, and Parts Sales as Deals.
  • Customer Intelligence: Unite CDK customer records with HubSpot Contacts.
  • Granular Detail: Line items for every part and service performed.
Our

App Mapping Snapshot

Source Object Direction Destination Object (HubSpot) What it enables
CDK Customer Contact 360-degree view of customer activity.
FI Sales / Repair Orders Deals Revenue tracking for sales and service.
Parts / Labor Lines Line Items Detailed reporting on products and services sold.
Our

App Functionality

Sales & Service Deals
FI Sales Repair Orders
Automatically create deals for every sale and service visit.
Parts & Labor
Line Items Revenue
Detailed line items for accurate revenue attribution.
Historical Import
Backfill Analytics
Import years of historical data for trend analysis.

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1406 has earned the credentials recognizing our commitment to outstanding performance on complex solution implementations, deep technical skills, and the ability to integrate the HubSpot platform under rigorous business policy environments.

 

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