Sales Customers API

Sales Customers API

CDK Drive - CRM - Customers

A customer is an individual who has been sold a vehicle, is a prospect on a vehicle, has bought parts or has had their vehicle repaired or serviced through the dealership and exists in a Customer Relationship Management system.

What does this API do?

The API will allow you to find, retrieve, and filter service customers in CDK Drive. In addition, it will allow you to create a basic customer record.

Intended Audience

The customer is required in the Sales Deal or Service Appointment creation workflows as they are customer centric. Customer services helps vehicle salesmen or service advisors provide a positive customer experience by allowing those workflows to be tied to a customer identity.

GET

Tests if there is a valid connection between Fortellis and the API Provider

GET

Query a customer

GET

Query customers

POST

Create a customer

POST

Update a customer