Using Gizmo for CRM & Phone is recommended for the best experience and requires zero configuration. This page is for customers who are using an external system.
Add your Lead Providers
For each lead provider you will have leads coming in from, you need to add a new lead provider in your Lead Provider Settings.
Make sure the “slug” for each provider matches the slug in your external system.
Create an API Key
Go to your API Keys in your dashboard and create a new API key. Copy and paste the value, store it somewhere secure and share it with the developer who will be setting up the integration.Forward leads to Gizmo
When each lead arrives in your external system, you will need to forward them to Gizmo via our API. Developers can use our API Documentation to easily build & test the integration.Set up an inbound transfer number
In your phone system, you will need to create a new inbound transfer number for Gizmo to transfer calls to. Add this number in your Agents Dashboard under the “Inbound Transfer Number” setting.
When a transfer comes in from Gizmo, the Caller ID will be the borrower’s phone number.Use this number to look up the lead in your CRM and display helpful information to your loan officers.
Keep the lead status up to date
Using the Gizmo API, you can update leads after key events occur. Updating the record in Gizmo after these events will ensure the agents behave as expected and remain compliant.| Event | Action |
|---|---|
| Credit is pulled | Update the status to “CREDIT_PULLED” |
| Loan is submitted to process | Update the status to “PROCESSING” |
| Lead is withdrawn | Update the status to “WITHDRAWN” |
Full documentation including example requests are available in our API Reference.