Push new leads into your CRM
Who this is for: You already run a CRM and want new Cysora leads to land there automatically.
Outcome: A small worker (cron, serverless function, Zapier code step, or your own backend) polls Cysora for new pipeline leads and creates contacts + notes in your CRM.
1. Get a scoped secret API key
In the dashboard, open API Keys & MCP and create a secret key with grants read: leads. Store it in your worker's environment; keep it server-side only.
2. Poll for new leads
Call the CRM list endpoint on a schedule (every 5–15 minutes). Track the newest lead ID or created-at you've synced so you only forward new ones.
3. Pull the details you need
For each unseen lead, fetch its activity timeline and (optionally) the chat transcript so you can log the first conversation as a CRM note.
4. Create the contact in your CRM
Use your destination CRM's API to create a contact from the lead's captured fields and attach the transcript as a note. Save the destination contact ID against your local sync record.
Tips
- Idempotency: never re-create a contact — use the destination CRM's dedupe (email/phone) or store your own "already synced" set.
- Mirror Cysora's nextFollowupAt into your CRM's task/reminder object so the same follow-up isn't dropped.
Need the exact request and response shapes? Open the API reference →