CDK CRM Connector Setup Guide
This article describes how to set up the CDK CRM connector.
API Information
This connector uses the following vendor API:
- API Name: CDK Global API
- API Version: v1
- API Endpoint:
https://api.fortellis.io - Documentation: CDK CRM Direct Post Sales Leads
Configuration
Go to the Connector Marketplace and add a new connector. For general instructions on how to add a connector, see About Connectors.
When you add this connector you are prompted to accept the vendor’s data platform policy.
After adding the connector, configure the following settings:
- Organization ID
- To find your Fortellis Organization ID (Entity ID), log into your Fortellis account, hover over your name, and click Organization Management. The Entity ID is displayed on the page.
- Subscription ID
- Select the Subscription ID.
- Endpoint
- Select the endpoint. The default endpoint is Prod.
Actions
| Action Name | AudienceStream | EventStream |
|---|---|---|
| Send Lead | ✗ | ✓ |
The following section describes how to set up parameters and options for each action.
Send Lead
Prospect
| Parameter | Description |
|---|---|
| Request Date | Date that the API call was made. |
ID
Use this to send the lead source.
| Parameter | Description |
|---|---|
| ID Source | Name of the source that created this ID. |
| ID Sequence | A number used to track the history of this piece of data. |
| ID Value | The ID value. |
Vehicle
| Parameter | Description |
|---|---|
| Interest | The customer’s interest type in a vehicle. Accepted values: buy, lease, sell, trade-in, test-drive. |
| Status | Identify vehicle as new or used. |
| Year | Model year of the vehicle. |
| Make | Manufacturer of vehicle. |
| Model | Model of vehicle. |
| VIN | Vehicle Identification Number of the vehicle. |
| Stock | Vendor’s stock number for vehicle. |
| Trim | Trim description. |
| Units | The unit of measurement of the odometer: mi for miles or km for kilometers. |
| Value | The reading on the odometer. |
| Body Style | Generic body style, such as SUV, Sedan, Coupe, etc. |
| Transmission | A (Automatic) or M (Manual). |
| Number of Doors | Number of doors on vehicle. |
| Price Type | The type of price. Accepted values: quote, offer, msrp, invoice, call, appraisal, asking. |
| Currency | ISO 4217 currency code. |
| Delta | The Delta value and Relative To properties can be used to express the price as a percentage relative to another value, such as the invoice. Accepted values: absolute, relative, percentage. |
| Relative To | The Delta value and Relative To properties can be used to express the price as a percentage relative to another value, such as the invoice. Accepted values: msrp, invoice. |
| Price Source | The source where this value came from, such as Kelley Blue Book. |
| Price Amount | The amount of the price. |
| Price Comments | Explanatory note for pricing, such as Anniversary Edition. |
| Comments | Comments about vehicle. |
| Financing Method | Identifies financing option. Accepted values: cash, finance, lease. |
| Financing Amount Type | Payment numbers for financing. Accepted values: downpayment, monthly, total. |
| Financing Amount Limit | Finance amount limit. Accepted values: maximum, minimum, exact. |
| Financing Amount Currency | ISO 4217 currency code. |
| Financing Amount Value | Amount to finance. |
| Financing Balance Type | Type of balance. Accepted values: finance, residual. |
| Financing Balance Currency | ISO 4217 currency code. |
| Financing Balance Value | Remaining balance value. |
| Interior Color | Interior color. |
| Exterior Color | Exterior color. |
| Preference | A number indicating order of preference, with 1 being the favorite. |
Customer
Details about a customer looking to transact a vehicle.
| Parameter | Description |
|---|---|
| Contact Name Part | The part of the name of the contact. Accepted values: first, middle, suffix, last, full. |
| Contact Name Type | The type of contact. Accepted values: individual, business. |
| Contact Name Value | The text of the name. |
| Email Preferred | Indicates if the email address is the preferred method of contact (versus a phone number). |
| Email Value | The email address. |
| Contact Phone Type | The type of phone. Accepted values: voice, phone, fax, cellphone, pager. |
| Contact Preferred Call Time | The preferred time to contact the phone number. Accepted values: morning, afternoon, evening, nopreference, day. |
| Phone Preferred | Indicates if the phone is the preferred method of contact (versus email). |
| Phone Number | The phone number. |
| Contact Address Type | The type of address. Accepted values: work, home, delivery. |
| Contact Street Address Value | The number and name of the street. |
| Contact Apartment Number | Apartment number of customer. |
| Contact City | The name of the city. |
| Contact Region Code | State or province. |
| Contact Zip Code | The postal code (zip code). |
| Contact Country | ISO 3166 country code. |
| Customer Comments | Comments captured from the customer. |
Vendor
Provides information about the vendor, usually the dealer, that the customer has requested service from.
| Parameter | Description |
|---|---|
| Vendor Sequence | A number used to track the history of this piece of data. |
| Vendor Source | Name of the source that created this ID. |
| Vendor ID Value | The ID of the vendor. |
| Vendor Name | Name of the vendor or dealer. |
Provider
Identifies the service provider that originated the lead.
| Parameter | Description |
|---|---|
| Provider Name Part | The part of the name of the contact. Accepted values: first, middle, suffix, last, full. |
| Provider Name Type | The type of provider. Accepted values: individual, business. |
| Provider Name Value | The text of the name. |
| Service | Name of service that originated the lead (subsource). |
| Lead Type | Type of lead. Accepted values: internet, phone, showroom, campaign. |
This page was last updated: July 9, 2025