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How to connect Reynolds and Reynolds FOCUS CRM with LeadsBridge

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Integrate Reynolds and Reynolds FOCUS CRM with LeadsBridge

Reynolds and Reynolds is an automotive platform. It delivers the software, business forms and

Reynolds and Reynolds is an automotive platform. It delivers the software, business forms and supplies, and professional services that support all areas of automotive retailing for car dealers and automakers.

In this article, you'll learn how to connect your LeadsBridge account with Reynolds and Reynolds FOCUS CRM.

Please note: you'll need the ADF email address associated with your CRM account to activate the connection. Discuss with your CRM representative on what email is needed in order to submit leads.

Connect Reynolds and Reynolds FOCUS CRM integration

  1. Head over to the left sidebar and click on Integrations
  2. Click on the Add New button
  3. Enter a recognizable name for your integration
  4. Click on the Browse button
  5. Select "Reynolds and Reynolds FOCUS CRM" from the providers list
  6. Click on the Next button
  7. Enter CRM Import Email to connect Reynolds and Reynolds FOCUS CRM with LeadsBridge
  8. Click on the Finish button

How to get the CRM Import Email

You should supply the email where leads should be sen to. This email address is usually a specific one provided by Reynolds and Reynolds, you should reach out to their support to obtain it.

Which entity concepts we support for Reynolds and Reynolds FOCUS CRM

  1. Lead

    Someone that's interested in your product or service.
 

Common questions for Reynolds and Reynolds FOCUS CRM

The email I get is a bit hard to read. How can I receive a lead notification in a "readable" format?

Due to the nature of the ADF-XML format, to get a more clear and readable email in your inbox we suggest to activate the email receipt inside your bridge settings.

  1. Open the bridge involved by clicking on its name.
  2. Go to the "Destination" step and click Next.
  3. Activate the email receipt by switching the toggle to Yes.
  4. Type the email address(es) where you want to send the notify and change the subject to what you prefer.
  5. Click Next.
  6. Proceed next until the last step, where you may send a test to see how the receipt is coming.
  7. Click Publish to save your settings.

This feature will send you an email notification to your inbox and the same lead will be sent to your CRM with the right format.

How can I add the lead source?

To indicate the lead source for your leads you should use the provider ›› name and prospect ›› id source

How many characters are allowed on the phone field?

Reynolds & Reynolds only accepts up to 10 characters.
Phone numbers with more characters will be dropped by the CRM.

What is the exact format allowed by the phone field on R&R CRM, does it allow special characters (i.e. + or - )?

There cannot be a + at the beginning of the number, however special characters can appear in the later portion of the number. You are allowed to use dashes ( - ) between numbers.

If you have any further questions regarding this matter, or if you need help to set up the connection between Reynolds and Reynolds FOCUS CRM with LeadsBridge, do not hesitate to get in touch!