Create access for a specific purpose
Give each connection a clear job, such as reading reporting data or supporting an internal workflow. Review the account access it actually needs.
API access
Build around your call workflow.
Use account API keys to connect your own software with supported Lead Source data and actions.
Connections · Built for US call workflowsAPI access
- Your toolInternal reporting workspace
- AccessAccount API key
- ControlRevoke when no longer needed
Define the connection
Choose the account information or supported action your own software needs.
API access
- Your toolInternal reporting workspace
- AccessAccount API key
- ControlRevoke when no longer needed
Arrange scoped access
Create and manage the appropriate account API key.
API access
- Your toolInternal reporting workspace
- AccessAccount API key
- ControlRevoke when no longer needed
Test the complete workflow
Verify the result and the handling of failures before depending on the connection.
Explore the steps above. Sample details show the workflow, not a live account.
Connections
What changes in your day.
Your call operation may need to work with tools your team already uses. API access gives developers a controlled way to build those connections around supported account operations.
Keep control of the connection
Manage API keys and revoke access when a connection is retired or a key should no longer be used. Treat keys as credentials, not information to share in public.
Plan the workflow before implementation
Decide which records need to move, which system owns the next step, and how the team will review failures. An API is a building block for a connection, not a ready-made integration with every tool.
From setup to review
Put it to work.
- 01
Define the connection
Choose the account information or supported action your own software needs.
- 02
Arrange scoped access
Create and manage the appropriate account API key.
- 03
Test the complete workflow
Verify the result and the handling of failures before depending on the connection.
A closer look
Useful answers before you start.
Explore the workflow above, then bring your own requirements to an early-access conversation.
Is this the full API reference?
No. This page explains the purpose of API access. The documentation area will hold the detailed reference and setup material as it becomes available.
Does API access mean every CRM is connected automatically?
No. A custom connection needs implementation and testing. Use the available API capabilities for the operations they support.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.