This feature is available for the Call & Texts Essentials plan and higher. Use our help article to see or change your pricing.
Auto-Lead Data Format (ADF) is a standard format used by most CRMs in the auto industry to capture and share information about customer leads. Our ADF integration generates ADF XML files whenever calls are made to your tracking numbers, and sends the files to your CRM via email.
How to Send Calls as ADF files
- Click the Settings tab.
- Select your company from the dropdown menu.
- Locate and click on the Auto-lead Data Format integration tile.
- Enter the email address associated with your automotive CRM.
- Select whether you want to send the ADF file in the body of the email or as an attachment. (Your CRM may require files to be sent one way or the other. Check with your CRM to determine which method is required.)
- Click the Activate button.
Dealing with Duplicate Leads
Our integration creates an XML lead file in your CRM for every call, so when the same person calls you more than once, duplicate leads are created. There are two approaches to dealing with duplicates:
- Go through your CRM and combine any leads that have the same phone number.
- Create an integration trigger in CallRail to filter out calls from repeat callers, so only calls from first-time callers are processed by our ADF integration.
What info is included in ADF?
Each lead listed in an ADF XML file contains the following categories, or "blocks," of information:
- Date and time
- Vehicle info
- Customer (buyer) info
- Vendor (dealer)info
- Service provider info (optional)
Within these categories, a variety of optional subcategories, known as "tags," may be added to include more data. These tags are standard in every ADF XML file.
CallRail adds additional tags in the customer info block to provide useful call data. These additional tags will be populated automatically when available and include:
Recording URL (a link to the recording of the call)
Answered (if the call was answered or not)
Tracking phone number
Call start time
Agent email (email of the person answering the phone)
Landing page (where the caller landed when the reached your website, if the call came from your website tracking number)
Last requested page (the last page on your website the caller was on before calling, if the call came from your website tracking number)
Value (value of the lead, if entered into CallRail by you)
Tags (any tags you've applied to the call within CallRail)