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CTM Webhook Capabilities: Creating and Updating Records (CRM)

CTM integrations use special webhooks that differ from standard CRM webhooks. These CTM-specific webhooks can both create new records and update existing records in Dazos.

CTM Webhooks vs Standard CRM Webhooks

It's important to understand the difference between these two types of webhooks:

  • Standard CRM Webhooks: Only create new records (Leads, Accounts, Call Logs, etc.). Cannot update existing records.



  • CTM Special Webhooks: Can both create AND update existing records in Dazos.

Dazos Record Update Webhook

The 'Dazos Record Update' webhook is a key component of CTM integrations. This webhook:

  • Triggers at the end of calls

  • Updates existing records with data entered during the call

  • It is part of the default implementation configuration

How This Works in Practice

When an agent adds information during a CTM call (such as a Score or notes), this data can be automatically updated in the corresponding Dazos record. Here's the typical flow:

  1. Call starts, and an initial record is created with basic demographics

  2. The agent enters additional data during the call in CTM

  3. Call ends and triggers the 'Dazos Record Update' webhook

  4. The existing record in Dazos is updated with the new information

Configuration

The Dazos Record Update webhook is typically configured as part of the default CTM implementation setup. If you need to verify or modify this configuration, contact your implementation team representative.

Related Resources

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