Lead Routing In My CRM

General Information:

The standard that is used within the Automotive landscape for ingesting information into a dealership CRM is ADF XML. While there are many automotive CRMs to choose from, each CRM has been built to ingest a version of the ADF XML standardization with subtle differences between them.  During onboarding, you will want to ensure that you have the proper lead assignment rules built, which take into account the settings wthin your CRM. When building these rules, please keep in mind that Convergence sends the following information into your CRM:

1. Appointments - This should not be confused with a "lead". These are people who have already been in communication with a representative from our team and have indicated they are interested in coming into the dealership and speaking with a representative. These appointments will enter with the subject line: "A New Manager Escalation For {customer_first_name} {customer_last_name}.

2. Profile Action Alerts/Escalations - These are notifications that have been sent in by a member of our team. They are indicative of further action that needs to be taken by a representative at your dealership. These are not to be confused with "leads" or "appointments". These PAAs will enter with the subject line: "A {appointment_type} Appointment For {customer_first_name} {customer_last_name}. If your dealership would prefer to avoid sending PAAs into the CRM and solely direct them to individual email addresses, this can be accomplished.

Please refer to the list of CRMs below for more detailed information regarding them. If you would like to view a copy of a standardized ADF XML spec sheet, you can download a copy here.

• Vin Solutions
• ELEAD1
• Promax
• Tekion
• Momentum
• DealerSocket
• DriveCentric
• Reynolds & Reynolds

VIN Solutions:

Please view a sample of the standardized ADF XML code as a reference. You will want to ensure you have lead assignment rules within your CRM that properly route these appointments based on this sample. Typically, adjustments should be made on the <vehicle interest ="trade-in" status="used"> line and the <leadtype>Campaign</leadtype> line.

Tekion Specs:

Please view a sample of the standardized ADF XML code as a reference. You will want to ensure you have lead assignment rules within your CRM that properly route these appointments based on this sample. Typically, adjustments should be made on the <vehicle interest ="trade-in" status="used"> line and the <leadtype>Campaign</leadtype> line.

<?xml version="1.0"?>
<?ADF version="1.0"?><adf>
  <prospect>
    <id sequence='1' source='Convergence'></id>
    <requestdate>2026-01-14T02:28:24Z</requestdate>
<vehicle interest ="trade-in" status="used">
<year>2016</year>
      <make>Lexus</make>
      <model>ES/</model>
<VIN>58ABK1GGHF4712535</VIN>
    </vehicle>  
    <customer>
      <contact>
        <name part="full">John Doe</name>
        <email></email>
        <phone type="mobile">+1234567891</phone>
        <address>
          <city></city>
          <postalcode></postalcode>
          <country>US</country>
        </address>
</contact>
        <comments>
A scheduled appointment was updated for John Doe. Please click this link for the full text conversation: 
https://portal.convergenceauto.com/transcript/1234567891/9876543216

BDC Appointment Notes:

</comments>
    </customer>
    <vendor>
       <contact>
<name>Vender Rep Here</name>
<email>vendor@convergenceauto.com </email>
        <name part="full">Your Dealership</name>
</contact>    
</vendor>
    <provider>
      <name part="full">Convergence</name>
<service>Sales: Buyback Text Campaign</service>
<url></url>
      <leadtype>Campaign</leadtype>
    </provider>
  </prospect>
</adf>