> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usegizmo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrate with CRM & Phone

<Note>
  Using Gizmo for [CRM & Phone](/origination-desk/index) is recommended for the best experience and requires zero configuration. This page is for customers who are using an external system.
</Note>

You can fully integrate a 3rd-party CRM & Phone System with just a few quick steps.

## Add your Lead Sources

For each lead provider you will have leads coming in from, you need to add a new lead provider in your [Lead Provider Settings](https://app.usegizmo.com/settings/leads).

<Frame>
  <img src="https://mintcdn.com/gizmo/BY_OysS1uNfG4Xzc/images/lead-providers.png?fit=max&auto=format&n=BY_OysS1uNfG4Xzc&q=85&s=929eac4af47b375f8bd4b0de8c81ded4" alt="Agents Lead Providers" width="1610" height="728" data-path="images/lead-providers.png" />
</Frame>

<Warning>
  Make sure the "slug" for each provider matches the slug in your external system.
</Warning>

## Create an API Key

Go to your [API Keys](https://app.usegizmo.com/settings/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](/api/reference) 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](https://app.usegizmo.com/agents/settings) under the "Inbound Transfer Number" setting.

<Frame>
  <img src="https://mintcdn.com/gizmo/BY_OysS1uNfG4Xzc/images/transfer-number.png?fit=max&auto=format&n=BY_OysS1uNfG4Xzc&q=85&s=6086f3ec0d9f8fb94d05467db4f677c4" alt="Agents Inbound Transfer Number" width="2164" height="1118" data-path="images/transfer-number.png" />
</Frame>

<Tip>
  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.
</Tip>

## Keep the lead status up to date

Using the [Gizmo API](/api-reference), 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"      |

<Note>
  Full documentation including example requests are available in our [API Reference](/api-reference).
</Note>