Custom CRM integration

If your CRM isn't in the ready-made list, you can build a custom integration as long as the CRM exposes a REST API. You define a CRM integration template that tells Drömlik how to authenticate, how to search contacts, and how to write activities. Drömlik handles the call events; your template handles the CRM-specific HTTP calls.

What you'll build

• Auth profile — OAuth 2.0 (recommended) or API-key bearer.
• Contact lookup — an HTTP request that returns a contact for a given phone number.
• Contact create — optional, so unknown callers can be saved in one click.
• Call journaling — an HTTP request that creates an activity record after each call.

Workflow

1. 1

   Create a template

   Go to Integrations → CRM → Custom CRM and click New template. Give it a name and pick the auth type.

2. 2

   Define the requests

   For each capability (lookup, create, journal), fill in the endpoint, method, headers, and a JSON body. You can use placeholders like {{caller_number}} and {{call_duration}} that Drömlik substitutes at runtime.

3. 3

   Map the response

   Tell Drömlik which JSON fields from the lookup response correspond to the contact's name, company, and CRM record URL — this is what the pop-up displays.

4. 4

   Test

   Use the built-in Test tab to fire a sample lookup and journal request. Drömlik shows you the exact HTTP request, the response, and any extraction errors.

5. 5

   Roll out

   Save the template, then enable it for the extensions that need it. Users sign in once and the integration is live.