Before You Begin
You must have Administrator access to Dazos CRM.
Your CTM integration must already be configured and active in your instance.
Confirm that your team is using CTM's reporting tag and star rating (score) features.
Note that this configuration requires Dazos support to update the CTM webhook settings — end users cannot make this change independently.
How It Works
By default, the CTM webhook sends call data to Dazos at the time of the call. However, when teams add reporting tags or star ratings after the fact (e.g., during an end-of-day review), those updates do not automatically flow to the CRM unless the webhook is configured to support post-call updates.
To support this, two dedicated CRM fields are created and mapped:
CTM Tag — captures the CTM reporting tag applied to the call
CTM Score Call — captures the star rating assigned to the call
Once configured, the CTM webhook will fire whenever either of these values is modified in CTM — not just at the time of the original call — and will dynamically update the existing Lead record in Dazos CRM.
Steps
Submit a request to Dazos Support. Contact the Dazos support team and request that the CTM webhook be updated to support end-of-day updates for reporting tags and star ratings on your instance.
Dazos creates and maps the required CRM fields. The support team will create the following fields in your CRM Leads layout (if they do not already exist) and map them to the corresponding CTM data:
CTM Tag — mapped to the CTM reporting tag field
CTM Score Call — mapped to the CTM star rating (score) field
Dazos updates the CTM webhook configuration. The webhook is updated in your VOIP/integration settings to trigger on CTM updates — meaning any time a reporting tag or star rating is added or changed in CTM, the data will be sent to Dazos and applied to the matching Lead record.
Test the configuration. After the update is confirmed by the support team, add or modify a reporting tag or star rating on a recent CTM call and verify that the corresponding Lead record in Dazos CRM reflects the change.
Verification / Expected Result
Once the webhook is configured correctly, the following behavior is expected:
The CTM Tag field on the Lead record updates whenever a reporting tag is added or changed in CTM.
The CTM Score Call field on the Lead record updates whenever a star rating is added or changed in CTM.
Updates occur dynamically — they are not limited to the moment the call first comes in.
No duplicate Lead records are created; only the existing record is updated.
💡 Tip: This configuration is especially useful for teams that conduct call quality reviews or tagging sessions at the end of the day. Once set up, no manual data entry in the CRM is required — CTM drives the updates automatically.
Troubleshooting / Common Errors
CTM Tag or CTM Score Call fields are not updating: Confirm with Dazos Support that the webhook update configuration has been applied and is active. Check that the fields have been correctly mapped in Settings → CRM Settings → Integration → VOIP Settings → Map Calling Fields.
Fields exist but show no data: Verify that reporting tags and star ratings are actually being entered in CTM. If CTM does not have a value for these fields, nothing will be sent to the CRM.
Updates not appearing after a delay: The update fires when the data is modified in CTM. If the tag or rating was added but the CRM hasn't updated, check CTM's webhook delivery logs for any errors.
⚠️ Note: Standard CRM webhooks only support record creation. The ability to update existing records based on post-call changes in CTM is specific to the CTM webhook integration. If this behavior is not working, do not attempt to use a standard CRM webhook as a workaround — contact Dazos Support instead.
Related Resources
How to Map CTM Reporting Tags to Dazos (CRM)
How to Configure CTM Score Call and Transcript Mapping to Dazos CRM
Understanding CTM Webhooks: Record Creation vs. Record Update (CRM)
CTM Webhook Capabilities: Creating and Updating Records (CRM)
Understanding CTM Webhook Triggers: Immediate Lead Creation vs Call-End Updates (CRM)