Integration with DMS
M
Matthew Kellar
When working a deal with multiple trade in vehicles, only the first trade will automatically push to our DMS (Automate). When I contacted support they said per their integration only one trade will push to the DMS. This makes for a lot of repeated work to enter the trades into the CRM and then turn around and do it all over again in the DMS. Shocked we have this issue with DriveCentric, even the old CRM we left to join up with DriveCentric was able to do this and they were awful!
Shelby Parker
Thanks for flagging this, Matthew Kellar — and sorry for the extra back-and-forth this creates. Totally hear you on how painful it is to re-enter multiple trades in both the CRM and Automate. I’m sharing this with the team so we can review the current integration behavior (only the first trade pushing) and assess next steps. If you’re able to share a quick example deal or the exact steps you’re taking when there are multiple trades, that’d help us validate and dig in faster.