Integration

Overview

Vector (10)
Requirements
  • Intellidealer DMS with remote ODBC access capability enabled.
  • Secure Cloud Storage & integration app hosting provided by 1406 for file exchange.
  • HubSpot Portal with Custom Objects capability to enable Inventory data.
  • 1406 integration app installation in your HubSpot portal.
Vector (11)
Connection Details
  • Source: Intellidealer data exports via ODBC connection (Daily).
  • Destination: HubSpot CRM.
  • Objects: Contacts, Companies, Deals (Invoices), Inventory.
  • Logic: Batch upsert with automatic association.

Enable Sales & Marketing With Synchronized Dealership Data

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

  • Inventory Management: Automatically update inventory status, availability, pricing, specs.
  • Customer Accounts and Contacts: Sync customer details and contact information, for sales, marketing, and reporting.
  • 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
Contacts Contacts Personalized marketing and communication.
Customer Company Account-based management and segmentation.
Inventory & Inventory Options Inventory (Custom Object) & Inventory Options (Custom Object) Current inventory listings and stock status.
Invoice Deal Revenue tracking and sales performance analysis.
Our

App Functionality

Inventory Updates
Stock Sync Specs
Keep Inventory availability, financials, status, locations, stock numbers, makes, and models up to date for your sales team.
Customer Sync
Contacts Companies
Syncs business accounts and individual customer contact details.
Sales Processing
Invoices Deals
Converts DMS Closed invoices into closed-won HubSpot Deals.
Equipment Linking
Associations History
Links sold equipment to the specific deal and customer.

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