Route DealerSocket CRM exports through SFTP
Bring approved DealerSocket CRM sales and service exports into your storage workflow over SFTP. Couchdrop receives and routes files when your export agreement includes delivery to your receiving endpoint.
Category
Type
Integrate DealerSocket CRM with Couchdrop
How it works
Automatically receive DealerSocket CRM sales and service exports through Couchdrop SFTP.
DealerSocket sends approved exports to your Couchdrop SFTP endpoint, where files are saved directly to your connected cloud storage. Use Couchdrop automations to organize, rename, or forward files to other systems.
Capabilities
- Receive DealerSocket CRM exports over SFTP
- Save files directly to your connected cloud storage
- Automate file organization, renaming, and forwarding
Getting started
- Set up your DealerSocket export: Arrange the required sales or service exports and delivery schedule with DealerSocket.
- Connect your storage: Choose where incoming files should be saved using Couchdrop's 30+ storage integrations.
- Create a Couchdrop SFTP user: Configure an inbound SFTP endpoint and share the connection details with DealerSocket.
- Test and automate: Confirm files arrive in your storage, then configure any additional automations.
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