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How to connect DealTrak with LeadsBridge

Integrate DealTrak with LeadsBridge

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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

  1. Head over to the left sidebar and click on the Create new Bridge button
  2. Select your integrations in the selectors
  3. Click on the Continue button at the bottom right

Authorize DealTrak integration

Setup your DealTrak integration

  1. Click on Connect DealTrak
  2. Click on Create new integration to connect your DealTrak (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the DealTrak integration
  4. Fill Username, Password field to connect DealTrak with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this DealTrak and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. 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.

  1. 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:

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