Showroom Kiosk Check-In to CRM Automation
A done-for-you automotive automation built for the Internet Sales Coordinator, connecting Twilio and Slack so the work below happens on its own.
What this automation does, step by step
Visitors who check in at a showroom kiosk are automatically logged into the CRM with their visit reason, triggering an automatic follow-up if they leave without making a purchase, instead of a walk-in visitor's information staying trapped on a paper sign-in sheet with no connection to the sales process at all.
The internet sales coordinator gets a same-day follow-up task for every visitor who didn't buy, capturing showroom traffic with the same discipline the dealership already applies to online leads, and walk-in visits that used to just evaporate if they didn't convert on the spot now feed directly into an actual follow-up pipeline.
- DMS (e.g., CDK Global or RouteOne)
- Zapier or Make.com
- Twilio (immediate lead text)
- Slack (escalation alerts)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, an internet sales coordinator spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. It's the kind of work that quietly eats hours every week.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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