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Integrations

Connect 30+ CRMs, marketing platforms, and data sources

Integration Architecture

Lotivio supports three integration methods optimized for enterprise scalability, security, and real-time data synchronization:

Native Integrations

Pre-built bi-directional sync with CRMs and marketing platforms. OAuth 2.0 secured.

15 platforms

Webhook Automation

Zapier, Make, n8n for custom workflows. 3000+ app compatibility.

3000+ via Zapier

REST API

Full programmatic access. Build custom integrations with our SDKs.

Unlimited custom

CRM Platforms

S

Salesforce

Sales Cloud, Service Cloud, Pardot

✓ Enterprise Ready

Setup Steps

1
Install Managed Package

AppExchange package ID: 04t... (install link in Lotivio Settings → Integrations)

2
Authorize OAuth

Grant permissions: Read/Write Leads, Contacts, Opportunities, Tasks. Admin approval required.

3
Map Custom Fields

Auto-detect custom fields. Map to Lotivio equivalents (e.g., Lead_Score__c → ai_score)

4
Configure Sync Rules

Define which record types sync. Set up triggers for real-time updates vs. batch sync.

5
Test & Validate

Run test sync on sandbox. Verify field mapping, de-duplication logic, error handling.

Data Synced

From Salesforce → Lotivio

  • • Lead/Contact details, company info
  • • Opportunity stages, close dates
  • • Activity history (calls, emails, tasks)
  • • Custom fields & record types

From Lotivio → Salesforce

  • • AI lead scores (0-100)
  • • Intent signals & engagement data
  • • Automated task creation from workflows
  • • Recovery campaign results

Enterprise Configuration

  • Multi-Org Support: Connect multiple Salesforce instances (Production, Sandbox, region-specific orgs)
  • Field-Level Security: Respects Salesforce field permissions. Syncs only accessible fields per user.
  • Bulk API: Efficiently handles 500K+ records. Auto-switches between REST and Bulk API based on volume.
  • Platform Events: Real-time updates via Salesforce Platform Events for sub-second sync latency.
H

HubSpot

CRM, Marketing Hub, Sales Hub

✓ Certified App

Quick Setup (5 minutes)

  1. 1. In Lotivio: Settings → Integrations → HubSpot → Connect
  2. 2. Authorize via OAuth popup (requires Super Admin permissions in HubSpot)
  3. 3. Select properties to sync (standard + custom properties auto-detected)
  4. 4. Initial sync begins automatically. 100K contacts sync in ~20 minutes.

Workflow Triggers

Lotivio can trigger HubSpot workflows based on AI signals:

Lead score crosses threshold
High-intent signal detected
Website engagement spike
Recovery campaign response
P

Pipedrive

10 min setup

OAuth connection • Bi-directional sync • Real-time updates

Z

Zoho CRM

15 min setup

OAuth connection • Bi-directional sync • Real-time updates

D

Microsoft Dynamics

20 min setup

OAuth connection • Bi-directional sync • Real-time updates

C

Close

8 min setup

OAuth connection • Bi-directional sync • Real-time updates

Automotive Dealership CRM Platforms

Lotivio integrates with leading automotive retail CRM systems to recover abandoned leads, track showroom visits, and optimize your dealership's sales pipeline.

M

Momentum CRM

Full integration with lead management, sales pipeline, and inventory

✓ Certified Partner

Data Synced

  • • Internet leads (new, used, service)
  • • Walk-in customer records
  • • Trade-in appraisals
  • • Test drive appointments
  • • Finance application status

Key Features

  • • Recover abandoned online inquiries
  • • Track multi-location dealership groups
  • • VIN-specific vehicle interest tracking
  • • Service lane upsell opportunities
DS

DealerSocket (now Accelerate)

Complete CRM suite including DealerSocket CRM, Inventory+, and Service solutions

Data Synced

  • • Prospect and customer database
  • • Showroom appointments
  • • Vehicle inventory interest
  • • Service ROs and CSI scores
  • • Equity mining opportunities

Key Features

  • • AI scoring for sales-ready prospects
  • • Automated BDC follow-up workflows
  • • Conquest campaign integration
  • • Parts & service retention campaigns
VS

VinSolutions

Cox Automotive's CRM platform with Connect CRM and Desking solutions

Data Synced

  • • Lead activity and engagement scores
  • • Sales process stage tracking
  • • Customer communications history
  • • Opportunity pipeline status
  • • Sold customer database

Key Features

  • • Re-engage inactive opportunities
  • • Personalized video outreach at scale
  • • Trade-in opportunity alerts
  • • Loyalty and retention campaigns
CDK

CDK Global (Elead & Drive)

DMS-integrated CRM with Elead CRM and CDK Drive platform

Data Synced

  • • DMS customer records
  • • Sales and F&I deal flow
  • • Service appointment scheduling
  • • Parts counter transactions
  • • Marketing campaign responses

Key Features

  • • DMS-native data integration
  • • Service-to-sales conversion tracking
  • • Multi-franchise support
  • • Certified pre-owned campaigns

Automotive-Specific Recovery Workflows

Lotivio's AI understands automotive sales cycles and automatically creates recovery campaigns for:

Abandoned online leads (24-72 hr follow-up)
Stalled negotiations (price objections)
Service customers eligible for upgrade
Lease-end opportunities (3-6 mo. window)
Trade-in equity alerts
Competitive conquest campaigns

Setup Requirements for Automotive CRMs

API Access Required: Most automotive CRMs require API credentials from your CRM provider. Contact your CRM administrator or vendor support to request API access. Lotivio will provide step-by-step configuration guides specific to your dealership's CRM version during onboarding.

Marketing Automation Platforms

M

Marketo

Sync leads, campaigns, program membership

P

Pardot

Prospect scoring sync, engagement history

A

ActiveCampaign

Contact lists, automation triggers

K

Klaviyo

E-commerce customer data, events

Data Enrichment Providers

Automatically enrich lead records with firmographic, technographic, and intent data:

Clearbit

Company data, tech stack detection
95+ data points per company
Real-time API enrichment

ZoomInfo

Contact data, org charts
Direct dial phone numbers
Scoops (news & triggers)

Apollo.io

Contact & company data
275M+ contacts database
Job change tracking

Bombora

Intent signal data
Topic consumption tracking
Surge scoring

License Required: Enrichment providers require separate subscriptions. Lotivio facilitates API connections but does not include data licenses.

Troubleshooting Common Issues

Sync Delays or Failures

Check Settings → Integrations → Sync Logs for error details. Common causes: OAuth token expired (re-authorize), API rate limit hit (automatic retry), field mapping conflict (review field mapping settings).

Duplicate Records Created

Navigate to Settings → Integrations → De-Duplication Rules. Configure matching logic (email, domain, phone). Enable merge rules to auto-consolidate duplicates.

Missing Custom Fields

Custom fields must be manually mapped. Go to Settings → Integrations → [Platform] → Field Mapping. Click "Detect New Fields" to refresh available fields after schema changes.

Slow Initial Sync

Large datasets (1M+ records) may take 2-4 hours for first sync. Monitor progress in Settings → Integrations → Sync Status. Contact support for datasets >5M records for optimized bulk import.