Integrations

Create CRM leads via API: requests from your system with the source

Your website, app or business system creates leads in the CRM via API, and the ad source is kept. What the API can do and how to connect it.

Updated Nov 3 6 min read 13 views

In short

Creating CRM leads via API means your system sends a request, and a lead with contacts, fields and the ad source appears in the CRM. The developer docs are in the “Help” → “API Doc” menu, and the “API” entry in “Incoming requests setup” decides what happens to such requests.

You need to create CRM leads via API when requests come not from a website form but from your own system: a personal account, a mobile app, a calculator, a business program. If such requests are moved by hand, they arrive late and the ad source gets lost. Reports show unclear traffic, and the ad budget is spread blindly.

An API is a set of requests through which a program exchanges data with the CRM without human involvement. A developer sets up sending once, and every request instantly becomes a lead — a client card in the CRM. Watch the two-minute video, and below you will find step-by-step setup.

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Why your business needs requests via API

A service with a personal account. A user signs up — a lead appears in the CRM, and the manager calls while the interest is hot.
A shop on its own platform. A one-click order becomes a lead, and the order contents become a comment in the card.
A calculator or quiz on your own engine. The answers go into card fields, and the manager sees the task before the call.
Your own app. A request from the mobile app goes straight into the shared funnel along with website requests and calls.

Client case

A construction equipment rental service with its own catalogue. Before: requests from the website cart went to email, a manager moved them to the CRM once an hour, and the ad source was not kept. What we did: a developer connected lead creation via API with the visit passed along. Result: a request appears in the CRM within seconds, and the report showed that one ad campaign brings a third of orders — the budget was reallocated.

How the CRM API works

Access. The program signs in with the login and password of an account user and gets a token — a key for further requests. Your service's name becomes the signature for its actions in the CRM.
What it can do. Create and search contacts, create leads, change the funnel stage and owner, fill in fields, add comments and payments, and set tasks.
Where the lead goes. Leads from the API go through the “API” entry in “Incoming requests setup” — “Requests created via the API”. The scheme blocks decide what happens next: call managers, send a message, launch an autofunnel or a voice bot.

The “API” entry scheme is built from the same blocks as the inbound call scheme — see “Cloud phone system for business”.

Create CRM leads via API: the “API” entry in the incoming requests scheme

How to connect lead creation via API

1
Open the documentation
The “Help” menu → “API Doc”. It has the requests, fields and examples: pass the link to your developer.
2
Get a token
The program sends the login and password of a user with access to the right project and gets a token for requests.
3
Keep the ad source
If the request came from a website, its pages must have the platform code: it remembers the visitor's visit. The developer passes the visit ID (view_id) in the lead creation request, and the lead gets the source, campaign and keyword.
4
Set up the “API” entry
“Telephony” → “Incoming settings” → the “API” row. Add blocks: calls to managers, a message to the client, an autofunnel. While the entry shows the “No blocks” label, requests go nowhere.
5
Test it
Send a test request from your system and open the lead in the CRM: the contacts, fields and source should all be there.

Tip

Don't give your developer the main account's password. For API exchange, use a user with access only to the right project; users are paid for under your plan.

How to get data from the CRM into your system

The reverse direction can be automated too. In the “Help” menu → “Set webhook”, enter your system's address: on every lead change — a stage change, field edit, new comment or payment — the account sends the lead's data by POST request. More in “CRM webhook”. Through the API, you can also fetch the same data with requests: a lead by ID, the project's lead list, comments and chat history.

If you don't have a developer

The API is a tool for developers. Without one, website forms are connected with the code and form markup — see “Website form to CRM” — and Tilda and Flexbe forms with the builder's webhook: “Tilda CRM integration”. Need a complex connection with your system? Order turnkey setup — the button is at the end of the article.

Frequently asked questions

Where can I find the CRM API documentation?

In the “Help” menu → “API Doc”. It describes the requests, lead fields and response examples.

Why does a lead from the API have no ad source?

The visit ID wasn't passed in the request, or the page has no platform code. The lead is still created, but the account doesn't know which ad the client came from.

Can I create leads via API without a developer?

No, the requests are written by a developer. Without one, connect website forms with the code and markup, Tilda and Flexbe with a webhook, and order a complex connection as turnkey setup.

What happens to a lead created via the API?

It goes through the “API” entry scheme in “Incoming requests setup”: calls to managers, a message to the client or an autofunnel — as you set it up.

How do I get lead changes from the CRM into my system?

Through “Help” → “Set webhook”: on every lead change, the account sends its data to your address.

Next step

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