DealerX e-leads

Overview

An e-lead is a lead that arrives electronically: a CarGurus or AutoTrader lead, a Facebook Lead Ads form, a website form, or an email in your lead inbox. DealerX turns each one into a contact and a lead marked E-lead, picks the Source from your match rules, and drops duplicates.

Steps

Give providers your lead address

Go to DealerX → Dealerships and click Edit on the dealership.
Copy the Inbound lead URL for providers and forms that post leads (JSON, ADF/XML or plain text all work), or the Lead inbox address for providers that email leads. Forward your existing lead inbox to that address.
For Facebook Lead Ads, connect the form through Zapier (or any automation tool) and post the lead fields as JSON to the Inbound lead URL.

Match leads to sources

Go to DealerX → Sources and click Edit on a source such as CarGurus.
Under Match rules, enter one vendor name or sender domain per line, for example cargurus and leads.cargurus.com.
Click Save. Leads whose vendor name or sender domain contain a rule get that source; everything else goes to Unknown.

What happens to a lead

The contact is matched by phone first, then email, and created when new.
A new lead is created with the stage New, temperature Fresh, the vehicle of interest and any trade-in from the e-lead, and the e-lead's comments as a note.
The lead is assigned by the lead assignment rules (fixed assignee of the source or dealership, then round robin), and the rep is told. See DealerX lead assignment.
When Start the assistant automatically for e-leads is on in DealerX settings, the AI sales assistant takes the lead in the default mode.

Duplicates

A lead is dropped as a duplicate when:

the provider sends the same lead id twice, or
the contact already has an active lead worked in the last 30 days. A note "Duplicate e-lead from …" is added to that lead instead.

A lead with no phone and no email is kept as failed with the reason "No contact details in lead".

Tips

Send a test lead with curl -X POST <Inbound lead URL> -H "Content-Type: application/json" -d '{"name":"Test Lead","phone":"4165550199","vehicle":"2022 Civic"}' and watch it appear under Leads → Fresh.
Website forms can post the same JSON directly; the keys first_name, last_name, phone, email, vehicle, year, make, model, comments and source are recognised.