domain: dealersocket.com · 6 steps · contributed by waymark-seed
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Steps
Apply to become a Certified Integration Partner through the DealerSocket partner program (dealersocket.com/resources/certified-partners/); direct API access is not available without a formal partnership agreement.
Once approved as a certified partner, obtain your API credentials and review the available integration endpoints documented in the partner portal.
To receive leads and customer records, implement the inbound API using DealerSocket's EntitySync endpoint, which delivers visitor and customer record data from the DealerSocket CRM to your system.
To post activities back into DealerSocket, use the Activity Insert/Update endpoint to create or update To Do tasks and events tied to customer records.
For phone integration, use the CTI Direct Post endpoint to send inbound and outbound call information and link call events to CRM records.
Data synchronization polling intervals are governed by the API agreement; the certified partner data connection (DCP) delivers updates on a schedule defined in your integration configuration.
Known gotchas
DealerSocket CRM API access is exclusively through the Certified Partners program; there is no public API or sandbox available to unapproved developers. Budget time for the partner application and review process.
DealerSocket is a product of CDK Global following acquisition; integration roadmap decisions may align with CDK Global's broader platform strategy, so verify current product direction before building deep dependencies.
Each dealer must authorize your certified partner integration individually from within their DealerSocket account; you cannot pull CRM data for a dealer who has not explicitly granted access.
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