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CRM integration for voicemail campaigns

Every callback, a lead in your CRM.

When a customer calls or texts back after your voicemail, the campaign line matches them to the campaign and sends your CRM a lead: one ADF/XML email to the intake address it already reads. Nothing to install.

Next, you pick a time. Twenty minutes on Zoom.

See how it works
127 CRM leads. Three campaigns at one dealership

Names and numbers are examples.

01How it works

From a voicemail to a lead. Four steps, and none of them typed by hand.

  1. Your campaign line

    The voicemail lands

    Each voicemail goes out from your campaign line, a local Canadian number, so that’s the number your customer sees.

  2. Your customer

    They call or text back

    A call rings the phones you choose, in the order you set. A text lands in your Inbox.

  3. The line

    Matched to the campaign

    Every call and reply is matched to the campaign that reached them, and to their row on your list.

  4. Your CRM and your team

    The lead goes out

    Your CRM gets the lead by email, and your team hears by email, text or the dashboard’s bell, each person the way they chose.

02The lead

What your CRM receives. Who called, which campaign, and what happened.

Each lead is one email in ADF/XML, the format dealer CRMs read, so it files like any internet lead. Press a moment to see the lead it makes.

  1. The person. The name on your list, or Unknown caller when they’re on none.
  2. Phone and vehicle. From their row on your list, so nobody types it.
  3. Lead source. “The Call Guy”, or the source name your CRM expects.
  4. Sub-source. The campaign that reached them.
  5. Dealership. Your store’s name, the way your CRM lists it.
  6. Comments. What happened, with the voicemail’s script.

03What makes a lead

Three moments make a lead. You choose which ones.

One afternoon on a campaign line, with every rule in it once. Untick a moment and watch the afternoon change.

Send a lead when

3 leads to your CRM by 6:00 PM

  1. A missed callback.

    The call rang out, the caller hung up before it rang, or it couldn’t be forwarded. The lead goes so somebody calls them back.

  2. An answered callback.

    Someone on your team took the call. The lead goes when the call ends, with how long it ran, so the CRM has the whole story.

  3. A first text reply.

    A customer texts back for the first time in a conversation. It waits a few minutes before it goes, so a STOP that follows keeps it out.

  • One lead a person a day. A second call or reply that day updates the same lead instead of making a new one.
  • A caller who isn’t on any of your lists still becomes a lead, as an unknown caller.
  • A STOP never becomes a lead, and neither does a hidden number or a text from your own team.
  • Turn on opt-outs, and someone who opts out by text reaches your CRM as do not contact.

04Your CRM

Works with the CRM you have. If it reads ADF leads by email, it reads ours.

  • CDK Elead
  • VinSolutions
  • DealerSocket
  • Reynolds FOCUS
  • DriveCentric
  • Activix
  • AutoRaptor
  • Another CRM?

Your CRM

VinSolutions

Set up under Admin, then Lead Sources.

Reads ADF/XML leads by email, the same way your website’s leads arrive.

Each name belongs to its owner, and The Call Guy isn’t affiliated with any of them. Leads go to the intake address your CRM gives you, the same way your website’s leads do.

05No CRM? Still covered

Or work every lead in your dashboard. Some stores never need a CRM for it.

  • Callbacks

    Every call back to your line, matched to the campaign that reached the caller, with what happened on each call and who still needs a call back.

  • The Inbox

    Every text conversation in one place. Answer replies, mark them done, filter by campaign, and opt someone out.

  • Alerts

    Each person on your team hears about a reply, a missed callback or a new lead by email, text or the bell, with quiet hours and a morning summary of yesterday.

06Setup

Connecting takes one address. And one test lead to prove it.

  1. Ask your CRM vendor or administrator for the lead intake address: the email address that reads ADF/XML internet leads. It’s usually one per rooftop, sometimes one per department, and it’s the same kind of address your website’s leads already go to.

  2. In the dashboard, open Campaign line, then the Your CRM tab. Paste the address, tick the moments that make a lead, and type your store’s name the way your CRM lists it. You can add up to 3 addresses, for a second CRM or a manager’s copy.

  3. Ask your CRM to add “The Call Guy” as a lead source and route it to your BDC or sales team. Some CRMs also ask you to approve the address the leads are sent from, so they never land in an unmatched pile.

  4. Press Send a test lead, then find “Test Lead” in your CRM and delete it there. From then on, every lead shows what your CRM’s mail server said back: Delivered, Delayed or Not delivered, with Send again beside any that didn’t land.

07Results

Three campaigns, three afternoons. Every figure read from the campaign records.

127

leads in their CRM, each one a callback or a text reply

One dealership, September 26 to 29, 2026

Voicemails dialed
911 voicemails
Delivered
736 voicemails, 81%
People who called back
77 people
People who replied by text
33 people
Leads in their CRM
127 ADF lead emails

Three campaigns, read from the campaign records. Called back counts people who called the store’s campaign line from a number on its lists. Counts calls to that number only. A person can be a lead on more than one day.

08Questions

Asked by dealership managers.

Ask us on an intro call
Does The Call Guy work with VinSolutions, CDK Elead or DealerSocket?
Yes, through the lead intake email those CRMs read. Each callback or text reply goes to your CRM as an ADF/XML lead, the same format your website’s leads arrive in. Dealer CRMs that take ADF leads by email include CDK Elead, VinSolutions, DealerSocket, Reynolds FOCUS, DriveCentric, Activix and AutoRaptor.
What is an ADF lead?
ADF, the Auto-lead Data Format, is the XML format dealer CRMs read internet leads in. Each lead from your campaign line is one email whose body is the ADF document, so your CRM files it like any web lead: the customer, the phone, the vehicle, the source and the comments.
Do I need a campaign line to send leads to my CRM?
Yes. Leads come from calls and texts to your campaign line, a local Canadian number at $10 a month, plus GST/HST. There’s no separate charge for the leads. About the campaign line
What if we don’t use a CRM?
Work your leads in the dashboard. Callbacks lists every call back, matched to its campaign, with who still needs a call back; the Inbox holds every text conversation; and each person on your team hears about replies, missed callbacks and new leads by email, text or the bell.
Will one customer turn into two leads?
No. It’s one lead a person a day: a second call or reply from the same person on the same campaign that day goes to your CRM as an update of the same lead.
How do we know a lead reached our CRM?
Every lead is kept with what your CRM’s mail server said back: Delivered, Delayed or Not delivered. One that didn’t land carries the reason and a Send again button, and a test lead proves the address before your first campaign.
Can our lists come from our DMS or CRM?
Yes. Export your customers as a spreadsheet from your DMS or CRM and upload it. Your columns are matched to names, vehicles and phone numbers, and every number is checked against Canada’s 60 area codes before anything sends.

Read more. The setup, the line and the campaigns.

Every callback,in your CRM.

Twenty minutes on an intro call: the dashboard, the Your CRM tab and your questions. Nothing is sent to your list.

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