> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ekho.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM forwarding

> Send qualified leads into the CRM your team already works out of.

Ekho forwards qualified leads and rejected-financing handoffs into your CRM. You configure it yourself, with no engineering work.

Find it at **Resource settings → Integrations**, with one sub-page per vendor.

## Pick your vendor

<CardGroup cols={2}>
  <Card title="ADF (generic)" icon="envelope">
    Industry-standard ADF/XML by email. Use this unless your CRM is named below.
  </Card>

  <Card title="DP360" icon="envelope" href="/sales-agent/integrations/dp360">
    ADF email with a required vendor ID as the subject prefix.
  </Card>

  <Card title="Revvable" icon="envelope" href="/sales-agent/integrations/revvable">
    ADF email to Revvable-registered addresses.
  </Card>

  <Card title="Lightspeed CRM" icon="right-left" href="/sales-agent/integrations/lightspeed-crm">
    Direct API push. No email destinations.
  </Card>

  <Card title="Salesforce" icon="cloud" href="/sales-agent/integrations/salesforce">
    Direct API via a Connected App and OAuth.
  </Card>
</CardGroup>

Each vendor keeps its own destination list, so you can route different leads to different teams without overlap. You can run more than one vendor at once.

## Set up generic ADF

ADF (Auto-Lead Data Format) is the XML format most dealership CRMs parse automatically.

<Steps>
  <Step title="Open the ADF sub-page">
    **Resource settings → Integrations → CRM → ADF**.
  </Step>

  <Step title="Add destinations">
    Click **Add destination** and enter the address ADF leads should go to. Add as many as you need; every destination gets a copy of each lead.
  </Step>

  <Step title="Save">
    Forwarding starts on the next qualifying lead.
  </Step>

  <Step title="Verify in your CRM">
    Trigger a test lead, or wait for a real one, and confirm it appears. Most CRMs parse ADF/XML with no mapping work.
  </Step>
</Steps>

## When a lead is forwarded

A lead is sent when:

* The agent finishes qualifying the lead and the conversation ends
* The buyer does not respond within **15 minutes** of the agent's first outreach
* The conversation sits idle for **10 minutes** with no activity from either side
* The conversation is escalated to your team
* Dealer handoff is on and every lender rejects the buyer's financing application

**Each lead is forwarded once per conversation**, so nothing arrives twice.

<Info>
  The 10-minute idle window is deliberately short so your team can pick up a warm lead while the buyer is still engaged.
</Info>

## What is in a forwarded lead

Contact details, vehicle interest, a conversation summary, and appointment details if one was booked.

## Checking what is connected

The **Context** tab of your Sales Agent settings has a read-only **CRM forwarding** card listing every vendor and whether it is configured, with a one-click link into each one's setup page.

## Removing a vendor

Click **Remove** on that vendor's sub-page. Leads keep flowing to any other vendors you have configured.