Keyloop: Setting Up CRM Leads Reports

Allow Clarivoy to export your leads data for you

This is our preferred method.

Existing Login for Clarivoy
If you already have an existing Keyloop login for Clarivoy, please add any new stores to the existing login.

New to Clarivoy
Please create a Keyloop login for Clarivoy:

  1. Use this format for the email address:   datateam+clientname@clarivoy.com
    Replace clientname with your dealership name (no spaces).  Make sure you include the + sign.  
    Example: If you dealership name is ABC Autos, the email address would be datateam+abcautos@clarivoy.com.
  2. Enable Admin access so that we may export your CRM leads report.
  3. Please provide your CSL or Onboarding Specialist with the username and password.

Exporting CRM Leads on your own

  1. Log into https://service.keyloop.com/
  2. Click on the Hot Leads tab.
  3. Then click Lead Search.
  4. Enter the desired Dates (the page will automatically refresh with updated results).
  5. HOVER over click Print/Export.
  6. Select CSV.
  7. Save the file somewhere you will remember. Name it with your dealership name, the words “Keyloop CRM” and the months the data is for. 
    Example: ABC Autos - Keyloop CRM – Jan 2025 to Feb 2025.csv
  8. Repeat all previous steps if you have additional rooftops.
  9. Go to https://upload.clarivoy.com/mtsa to securely upload all files, checking the box for "CRM Leads”.


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