Integration

Overview

Vector (10)
Requirements
  • Intellidealer DMS with CSV export capability.
  • Secure Cloud Storage for file exchange.
  • HubSpot Portal with Custom Objects (Inventory).
  • Private App token with write access to CRM objects.
Vector (11)
Connection Details
  • Source: Intellidealer CSV exports (Daily/Full).
  • Destination: HubSpot CRM.
  • Objects: Contacts, Companies, Deals (Invoices), Inventory.
  • Logic: Batch upsert with automatic association.

Drive Sales With Synchronized Dealership Data

Eliminate manual data entry. Daily CSVs from Intellidealer keep HubSpot aligned on inventory and customers.

  • Inventory Management: Automatically update stock levels, pricing, specs.
  • Customer 360: Sync customer details and purchase history.
  • Sales Tracking: Convert invoices into HubSpot Deals.
  • Automated Associations: Link Contacts, Companies, Deals, and Inventory.
Our

App Mapping Snapshot

Source Object Direction Destination Object (HubSpot) What it enables
Customer (CC_*) Contact Personalized marketing and communication.
Company (CU_*) Company Account-based management and segmentation.
Inventory (CB_*) Inventory (Custom Object) Live inventory listings and stock status.
Invoice (HH_*) Deal Revenue tracking and sales performance analysis.
Our

App Functionality

Inventory Updates
Stock Sync Specs
Keep stock numbers, makes, and models up to date.
Customer Sync
Contacts Companies
Syncs business and individual customer details.
Sales Processing
Invoices Deals
Converts DMS invoices into closed-won deals.
Equipment Linking
Associations History
Links sold equipment to the specific deal and customer.

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