Steer CRM Integration
Marketing automation, review requests, and customer engagement
Review Requests
SMS/Email Campaigns
Appointment Reminders
Deferred Service Follow-up
Not Connected
API Credentials
Sync Settings
Auto-sync Customers
Sync new customers to Steer automatically
Auto-sync Vehicles
Sync vehicle data for maintenance tracking
Auto-sync Appointments
Sync appointments for reminder campaigns
Auto-request Reviews
Send review requests after invoice is paid
Sync Deferred Services
Enable Steer's "Rainy Day" follow-up campaigns
How long to wait after invoice close before sending review request
Manual Sync
Manually sync data to Steer CRM
Recent Activity
No recent activity
Need help setting up?
Contact Steer CRM to get your API credentials. Visit steercrm.com/docs for integration documentation.