Custom CRM

Revspot integrates with a custom CRM using Enrichment API and a callback URL.

Pre Requisites to Integrate Revspot with your custom CRM

1. Getting an auth token

2. Setting up callback URL

3. Integrating Enrichment API

Getting an Auth Token

An auth token for API authentication will be shared privately during onboarding. Pass this token in the Authorization Header as Bearer <token> for all the API calls.

Setting up callback URL

Revspot Enrichment happens in an async manner. Post Enrichment, Revspot sends the enrichment data via a POST request to the callback configured.

Setup a POST API in your system listening to Revspot Callback. You can add any auth system on that API. Post that, share the callback url with corresponding auth token privately with the Revspot team. We'll configure it in the backend.

Sample POST callback API

Sample Callback

post

Authorizations

bearerAuth

AuthorizationstringRequired

Bearer authentication header of the form Bearer <token>.

Body

application/json

objectOptionalExample: {"lead_id":"xyz123","enriched":true,"linkedin_url":null,"photo":null,"summary":null,"age":null,"gender":null,"location_type":null,"professional_level":null,"location":null,"company_industry":null,"languages":null,"job_title":null,"company_name":null,"education_institute":null,"education_field":null}

Responses

200

Successful response

application/json

post

/lead/sample-callback

HTTPcURLJavaScriptPython

POST /lead/sample-callback HTTP/1.1
Host: api.revspot.ai
Authorization: Bearer YOUR_SECRET_TOKEN
Content-Type: application/json
Accept: */*
Content-Length: 300

{
  "lead_id": "xyz123",
  "enriched": true,
  "linkedin_url": null,
  "photo": null,
  "summary": null,
  "age": null,
  "gender": null,
  "location_type": null,
  "professional_level": null,
  "location": null,
  "company_industry": null,
  "languages": null,
  "job_title": null,
  "company_name": null,
  "education_institute": null,
  "education_field": null
}

200

Successful response

No content

Integrating Enrichment API

Next and final step is to Integrate Single Enrichment API.

Call this API in two scenarios:

1. New Lead is inserted in your CRM

2. Lead data or stage is updated.

The API is idempotent and handles both insert and update operation.

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Note:

A lead in revspot is identified using a unique lead_id. If a lead_id already exists in the Revspot system for a customer, it is not enriched again when the Single Enrichment API is called again UNLESS a different email is passed for the same lead. In that case, the lead is re enriched and updated data is sent via the callback.