Use Kixie with a Custom CRM(Contact Lookup API)
To display data from your CRM in Kixie PowerCall dialer, create an endpoint that accepts an e164 Formatted Phone Number.
Examples: https://someurl.com/api/+13102314322 or https://someurl.com/api?phone=+13102314322
If a result is Not Found, then we’ll return:
{"found":false}
Note: We highly recommend creating a contact automatically (something that we do)!
When a result is found, we will try to return a data object from your endpoint.
Please format the JSON object with the following keys appending your own values:
{
"found": true,
"contact": {
"first_name": "First",
"last_name": "Last",
"url": "someurl that links to contact in crm",
"contact_id": "the contact id in the crm",
"email": "email@address.com",
"phone_number": "a phone number",
"town": "town",
"postal": "postal code",
"state": "state",
"address": "address"
},
"deal": {
"title": "title of deal",
"value": "value of deal",
"status": "status of deal",
"stage": "stage of deal",
"deal_id": "id of the deal",
"url": "some url which links to the deal"
},
"org": {
"name": "name of org"
}
}