Website integrationWebsite lead delivery to ProMax CRM

What gets delivered

Each website form maps to a lead type, and each lead includes the context your team needs to respond well.

• Vehicle inquiries with stock number, VIN, and listing details
• General contact and service questions
• Leads captured by the shopping assistant, with conversation summary
• Finance submissions through the secure option, when selected

Why ADF matters

ADF is a long-standing automotive standard for lead data. Sending structured ADF rather than a free-text email means ProMax can create the prospect record with fields already populated, attach the vehicle of interest, and apply your lead routing rules. Your staff spends less time retyping and more time responding.

An example on a busy Saturday

Three shoppers ask about the same pickup within an hour, one through a vehicle page form and two through the shopping assistant. Each lead arrives in ProMax tied to the same stock number, so the sales manager can see the interest at a glance and assign follow-up. The website also sends a notification email so the team knows to look, while the details live in the CRM.

Handling finance leads responsibly

Ordinary email is not an appropriate place for sensitive finance data. A secure submission option is available for finance submissions, and we recommend it; when it is selected, notification emails can point staff to that location instead of including sensitive fields. The exact method depends on what your ProMax configuration supports, and how sensitive data is handled end to end should be confirmed in an implementation review rather than assumed.

Setup boundaries

Lead delivery depends on your ProMax account, the receiving address or endpoint assigned to your store, and your routing rules inside ProMax. We test each form after launch and whenever forms change. If a delivery fails, website-side records and alerts help us find out why.

Testing lead delivery before it matters

Lead delivery is one of those things nobody notices until it breaks. At launch we submit test leads from each form type and confirm with your team that they appear in ProMax with the expected fields and routing. We repeat that check when forms are added or changed, and when your ProMax configuration changes, such as a new lead source name or a different receiving address. A quick confirmation from the person who works leads each day is the best test we have, because they know what a correct lead should look like in your CRM.

Naming the source so reporting stays honest

Each lead is labeled with its website source and form, so your team can tell a shopping assistant lead from a vehicle page inquiry. Consistent source names make it easier to compare website lead volume with outcomes later, including through the operator-triggered ProMax report import.