It covers how to search for leads and contacts by phone or email, how to create new lead records via the API, and how to sync only changed records on a scheduled basis for analytics or data pipelines.
All three use cases are fully supported by the Dazos API. This article also explains how API access is provisioned and where to find the full developer documentation.
When to Use This Information
This article is relevant when:
A third-party platform or AI provider needs to connect to the Dazos CRM via API
Your development team is building an integration that requires looking up, creating, or syncing lead and contact records
You need to understand how to pull only updated records since a last-known sync date (incremental sync)
You need to know how API access credentials are obtained and provisioned
Supported API Use Cases
1. Searching Leads and Contacts by Phone Number or Email
The Dazos API supports searching across all standard fields, including Phone Number and Email. Both exact match and partial match parameters are available, allowing your integration to reliably identify the correct records even with incomplete data.
This means you can look up whether a lead or contact already exists in the CRM before creating a duplicate, or retrieve a record to display within an external platform.
2. Creating New Lead Records via the API
There is a dedicated API endpoint for creating new lead records directly in the Dazos CRM. This allows external platforms to push data into the system in real time — for example, when a new inquiry is captured through an AI agent, web form, or external intake workflow.
3. Syncing Daily Changes for Analytics (Incremental Sync)
All major API endpoints — including Leads, Contacts, and Accounts — support filtering records by Last Modified date. This means your analytics pipeline or data warehouse can request only the records that have changed since the last sync, rather than re-downloading the entire database on every run.
This approach is more efficient and is the recommended method for daily or scheduled sync operations.
API Access Requirements
To use the Dazos API, the integration user must have an active user account on the Dazos CRM instance. API access is tied to user credentials — there is no separate API-only account type.
API keys are found within each user's account settings inside the CRM.
Test or integration credentials must be provisioned by the instance administrator at the customer's organization. Dazos Support cannot create these credentials on behalf of the customer.
Once the admin has created a user account for the integration, that user can log in and retrieve the API key from their settings.
💡 Tip: If your team needs a dedicated account for API testing or integration, ask your organization's Dazos CRM administrator to create a user seat and assign it to the integration team member.
⚠️ Note: For security and compliance reasons, credentials must be created and managed by an authorized admin within your organization — not by Dazos Support.
Full API Documentation
Complete endpoint references, authentication details, request/response examples, and the interactive Swagger interface are available in the Dazos Developer API Manual:
Related Resources
How to Set Up API Access for Cross-Platform Reporting and Data Integration (CRM)
Understanding Webhook Limitations and Zapier Integration for Stage Change Automation (CRM)