VinSolutions PBA

Use this integration in conjunction with Vinsolutions CRM to sync showroom visits, call tasks, lead comments, and notes, as well as marking leads as contacted when we stop the clock and creating sales appointments.

• UPPON THIS APP'S INSTALLATION, THE AI AGENT FOR THIS LOCATION WILL HAVE ACCESS TO THE VINSOLUTIONS ACTIVITIES IMPORTED INCLUDING SALES REP CALL NOTES, SALES REP NOTES, SHOWROOM VISIT NOTES AND LEAD COMMENTS.

• A LEAD AI FOLLOW-UP AUTOMATION WILL BE INSTALLED ALONGSIDE THIS APP TO IMPROVE RESPONSIVENESS THROUGH AI OUTBOUND FOLLOW-UP MESSAGES

• IN ORDER TO UPDATE OR DISABLE THE AUTOMATION, ACCESS THE AUTOMATIONS PAGE AND IN ORDER TO MANAGE AI'S RESPONSES, ACCESS THE AI FOLLOW UP PLAYBOOK UNDER AI STUDIO

Compatibility

All

Setup Process

• Enter your login credentials for Vinsolutions
• Enter your Dealer Id and any needed filters
• Submit
• Enter your MFA code
• Connect