Integrate DealTrak with LeadsBridge
Intro
DealTrak is the leading Finance and insurance Platform dedicated to driving genuine value in the motor sector. We're the UK's leading F&I software provider.
In this article, you'll learn how to connect your LeadsBridge account with DealTrak.
Connect DealTrak integration
Before you start
- Head over to the left sidebar and click on the Create new Bridge button
- Select your integrations in the selectors
- Click on the Continue button at the bottom right
Authorize DealTrak integration
Setup your DealTrak integration
- Click on Connect DealTrak
- Click on Create new integration to connect your DealTrak (or select an existing one from the dropdown if you already connected it)
- A popup wil be opened where you can authorize the DealTrak integration
- Fill Username, Password field to connect DealTrak with LeadsBridge
- Click on the Authorize button
- You can choose a name for this DealTrak and LeadsBridge integration (you can also edit it later)
- Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
- Now that your DealTrak is connected, you can continue with the set-up of your bridge
Which entity concepts we support for DealTrak
With LeadsBridge you may use these entity concepts for DealTrak.
Lead
A potential client that has shown interest in your product.
Common questions for DealTrak
Are there required fields I should set up?
DealTrak may ask for the User and Client-Branch fields to be added in the Hidden Fields. If they are not set up, a default value will be used.
Do you need help?
Here some additional resources:
- LeadsBridge KNOWLEDGE BASE
- Contact support from your account clicking on the top right Support button
