Dazos API Capabilities: Search, Lead Creation, and Incremental Sync for Third-Party Integrations (CRM)
Overview
This article explains three core API capabilities commonly needed by third-party platforms integrating with the Dazos CRM: searching for leads and contacts by phone or email, creating new lead records, and syncing daily changes for analytics. All three use cases are fully supported by the Dazos API.
When to Use This Information
This article is relevant when a third-party development team or integration partner needs to:
Look up existing leads or contacts using a phone number or email address
Create new lead records in Dazos from an external system
Pull only the records that have changed since a previous sync (incremental sync) for reporting or analytics purposes
Supported API Use Cases
1. Searching for Leads and Contacts by Phone Number or Email
The Dazos API supports searching across all standard CRM fields, including phone number and email address. Both exact match and partial match parameters are available, allowing your integration to reliably locate the correct record even with incomplete data.
2. Creating New Lead Records
There is a dedicated API endpoint for creating new lead records directly in the Dazos CRM. This allows external platforms to push lead data into the system in real time without manual entry.
3. Incremental Syncs for Analytics (Last Modified Filter)
All major endpoints — including Leads, Contacts, and Accounts — support filtering by Last Modified date. This means your analytics or data team can pull only the records that have changed since the last sync, rather than re-downloading the entire database each time. This approach is more efficient and is the recommended method for daily or scheduled syncs.
Accessing the API Documentation
The Dazos API Swagger documentation is accessible directly from within the CRM interface. Look for the help icon in the top-right corner of the screen and select the API/Swagger option from the menu.
An active CRM user account is required to access the Swagger documentation. Test or sandbox credentials must be provided by the instance administrator — Dazos Support does not issue test credentials directly.
You can also refer to the full API developer manual here: Dazos Developer API Manual (CRM)
API Keys
API keys are found in each individual user's settings within the CRM — there is no single instance-wide API key. Each user accessing the API will have their own key available in their account settings.
Tips & Notes
💡 Tip: For daily analytics syncs, use the Last Modified date filter on each endpoint to retrieve only changed records. This significantly reduces data transfer volume and processing time.
⚠️ Note: Test credentials for integration validation must be arranged through the instance admin — not through Dazos Support. The admin can create or assign a CRM user seat for the integration team.
✅ Best Practice: Review the Swagger documentation thoroughly before beginning development. It contains endpoint details, available parameters, and example requests for all supported modules.