DealerSocket CRM is an automotive technology platform that offers marketing, sales, service, customer experience, and data mining solutions for dealerships. Integrating DealerSocket CRM with Birdeye will automate the process of sending out review requests to customers on a daily basis.
Once DealerSocket CRM is integrated with Birdeye, Birdeye will pull customer information from DealerSocket CRM from the sales and service files. Birdeye collects the first name, last name, email address, and phone number of your customers and automatically sends them review requests based on the preferences set within the Birdeye dashboard.
Birdeye allows you to fetch data from your CRM using some predefined triggers. You can choose any combination from the list of available triggers and inform the support team about your selection. Here are the supported triggers for DealerSocket CRM:
Trigger Name | Trigger Description |
DealerSocket Sales Trigger | This trigger is used to fetch the customer data based on the sales files received at Birdeye SFTP site. |
DealerSocket Service Trigger | This trigger is used to fetch the customer data based on the service files received at Birdeye SFTP site. |
To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com, with this form duly filled. Once the integration request is received, Birdeye will reach out to DealerSocket on your behalf to start the integration process. For Birdeye to successfully complete the integration setup, you will have to notify Birdeye support after you have signed the agreements received from DealerSocket.