About CDK CRM
Jerry Compatible
Convert more leads with the CDK CRM integration with Podium! This connection forwards leads directly to Podium, creating searchable new contacts and enabling Podium’s AI agent, Jerry, to engage and convert leads into sales. Use critical data about your leads to power lead management automations and ongoing communications.
- Automated AI Lead Responses: Let Jerry, our AI agent help you convert more leads by getting them to the dealership.
- Rich Contact Data: Contacts augmented with data directly from CDK CRM.
- Automate More: Automate your lead management with cold lead follow-up, post-sale check-in, and more.
CDK CRM and Podium
Compatibility
All versions
Setup Process
Step 1: Connect to “Podium - Full Suite” in Fortellis
• Go to “https://fortellis.io/“\
• Go to the “Marketplace”
• Search the Marketplace for “Podium - Full Suite”
• Connect to “Podium - Full Suite”
Step 2: Copy Subscription ID
• After connecting to “Podium - Full Suite” an email will be sent to you containing your Subscription ID
• Copy the Subscription ID from the email that you received after connecting to “Podium - Full Suite”. The Subscription ID will be used later to connect Podium to CDK
Step 3: Connect CDK CRM by entering your Subscription ID
Step 4: Select the businesses country
Step 5: Click Finish
Step 6: Enable any automation