Create repeatable marketing workflows for dealerships, dealer groups, and OEM programs. Orchestrate lead-to-sale and service retention journeys across email, SMS, ads, and CRM with consistent execution.
Why it matters
Benefits
Route inbound leads from OEM sites, third-party marketplaces, chat, and forms in seconds – assign to the right BDC agent or salesperson by rooftop, brand, and availability, then trigger immediate SMS/email follow-up and call tasks to reduce lead decay.
Automatically tailor campaigns based on VIN-level availability, trim, price drops, and aging inventory. Pause ads and nurture paths when units sell, and shift shoppers to comparable models when a vehicle goes out of stock.
Build service workflows that trigger by mileage, last RO date, warranty status, recall flags, or declined services. Send appointment reminders, upsell tire and brake offers, and reactivation campaigns to keep customers in your service lane.
Standardize opt-in capture for SMS, manage quiet hours, and log consent events. Track campaign proof-of-performance for OEM co-op and MDF – including creative, dates, audiences, and results by rooftop.
Use cases
Challenge
Your dealership receives leads from multiple sources – OEM build-and-price, AutoTrader, Facebook Lead Ads, and chat. Response times vary by team member, and shoppers get inconsistent messages or no follow-up after hours.
Solution
Use a workflow to normalize every lead into one intake, enrich it with vehicle interest and location, then trigger an after-hours auto-response, assign the lead to the correct BDC queue, create call tasks, and send a timed sequence until an appointment is set or the lead is marked lost.
Challenge
Units hit 45–60 days on lot and managers scramble to launch promotions. Messaging doesn’t match current incentives, and ads keep spending on sold VINs.
Solution
Build an aging-inventory workflow that pulls daily inventory feeds, segments by days-on-lot and margin, generates approved offer templates, syncs audiences to paid channels, and automatically removes sold VINs while shifting shoppers to similar in-stock models.
Challenge
Customers who declined recommended work or haven’t returned in 9–12 months quietly churn to independent shops. Advisors don’t have time for consistent follow-up.
Solution
Trigger workflows from RO data – send personalized reminders for declined services, offer financing or coupons when appropriate, and push appointment links. Add escalation steps for high-value customers and measure reactivation by RO count and revenue.
More industries
FAQ
It typically integrates with your CRM (lead status, appointments, owners), DMS or service data source (RO history, mileage, recall flags), inventory feeds (VIN, pricing, availability), and ad platforms. Workflows use these signals to trigger actions – routing, messaging, audience sync, and task creation – while writing outcomes back to the CRM for reporting.
Yes. You can create shared templates with rooftop-specific rules – store hours, phone numbers, offers, inventory sources, and sales assignments. This keeps brand standards consistent while allowing each location to run localized campaigns and reporting.
Inventory-aware workflows check VIN status and availability on a schedule or in real time. If a VIN is sold or removed, the workflow automatically stops related emails, SMS, and ads, then moves the shopper to a fallback path – similar model recommendations, order/reservation options, or a sales outreach task.
A workflow builder can enforce consent gates – only sending SMS to contacts with documented opt-in, honoring quiet hours, and logging opt-in/opt-out events. It also helps standardize required disclosures and ensures suppression lists are applied across campaigns and rooftops.
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