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CRM Leads Data

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CRM Setup Guides Export CRM Lead Data Yourself CRM Lead File Requirements

CRM Setup Guides

If Clarivoy has instructions for your CRM, use the CRM-specific guide for the appropriate setup, permissions, integration, or export process. Depending on the CRM, the guide may include an option for Clarivoy to retrieve the leads data or instructions for exporting the data yourself.

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Export CRM Lead Data Yourself

If you are exporting CRM lead data manually, build a Leads or Opportunities report in your CRM using the requirements below.

  • Include all leads created during the requested reporting period, not only leads that resulted in a sale.
  • Use the lead creation or origination date to filter the report to the requested full calendar month or months.
  • Wait until the reporting month is complete before exporting the final file.
  • Include the required fields listed in the CRM Lead File Requirements section below.
  • Name the exported file using the dealership name, CRM name, and reporting period.

Example: ABC Automotive - Jan-Feb 2025 - AutoDealer CRM Leads.csv

When the file is ready, securely upload it through the Clarivoy MTSA Upload Portal ↗ and select CRM Leads.

CRM Lead File Requirements

Include the following fields whenever they are available. Required fields are used to identify the lead, understand its source, and support matching during attribution processing.

Field What to Include Requirement
Dealership Name Name of the dealership or rooftop Conditional1
Date Date the lead originated or was created Required
Lead Source Vendor or marketing source associated with the lead, such as AutoTrader or CARFAX Required
Lead Source Detail More specific lead source information, such as AutoTrader Phone Lead or Edmunds Chat Recommended
Lead Type General lead-source category, such as Phone, Web, or Walk-In Optional
Full Name Full name of the prospect Required
Street Street address of the prospect Required
City City of the prospect Required
State or Province State or province of the prospect Required
ZIP or Postal Code ZIP or postal code of the prospect Required
Phone - Home Home phone number, when available Required2
Phone - Mobile Mobile phone number, when available Required2
Phone - Work Work phone number, when available Required2
Email 1 Primary email address, when available Required2
Email 2 Additional email address, when available Required2
Conditional1: Dealership Name is required when multiple rooftops are combined into a single file.
Required2: At least one phone number or one email address is required. Provide all available phone numbers and email addresses for the best matching results.


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