Technical guide to TWOZO API authentication, common endpoints, webhooks, and integrations with ERP, marketing, and finance systems.
TWOZO CRM can be fully configured and live in 1–2 weeks for most small to mid-market teams.
Need help applying this? Our CRM consultants are available.
Plan Your IntegrationKey Takeaways
TWOZO — Quick Summary
- 1Leads
- 2Deals
- 3Activities
Who This Article Is For
TWOZO — role-specific value map
Sales team avoiding CRM because it's too complex to use on the go
Mobile-first CRM with AI assistance that reps actually use daily
Spreadsheets and manual follow-ups causing missed revenue opportunities
Automated lead management and pipeline visibility from day one
No visibility into rep activity and pipeline health
Real-time dashboards and AI-powered pipeline insights without custom development
time to live for standard TWOZO configuration
Source: AavishkarIT Data
reduction in lead response time with AI scoring
Source: TWOZO Benchmarks
more deals closed in first 90 days with automation
Source: TWOZO Customer Data
higher adoption with mobile-first CRM design
Source: Mobile CRM Research
TWOZO provides a REST API that allows developers and integrators to connect TWOZO with other business systems. The API supports CRUD operations on leads, contacts, deals, activities, and custom objects.
TWOZO API uses API key authentication. Generate an API key from your admin settings and include it in the Authorization header of every request:
Authorization: Bearer YOUR_API_KEY
- GET /api/v1/leads — List all leads
- GET /api/v1/leads/{id} — Get lead details
- POST /api/v1/leads — Create new lead
- PUT /api/v1/leads/{id} — Update lead
- DELETE /api/v1/leads/{id} — Delete lead
- GET /api/v1/deals — List all deals
- GET /api/v1/deals/{id} — Get deal details
- POST /api/v1/deals — Create new deal
- PUT /api/v1/deals/{id} — Update deal stage and value
- GET /api/v1/activities — List activities
- POST /api/v1/activities — Log call, email, or meeting
TWOZO webhooks notify external systems when events occur in the CRM:
- lead.created — New lead captured
- deal.stage_changed — Deal moved to new stage
- activity.completed — Task or call completed
Configure webhooks in TWOZO admin settings by providing your endpoint URL and selecting events to subscribe to.
Common ERP integration patterns:
- Sync customer accounts from ERP to TWOZO contacts
- Sync order status from ERP to TWOZO deals
- Sync invoice data for payment tracking
Connect TWOZO with marketing platforms:
- Push leads from marketing to TWOZO
- Sync email engagement data
- Track campaign attribution
- Use TWOZO sandbox for integration testing
- Implement retry logic for failed API calls
- Log all API requests and responses
- Monitor webhook delivery status
- Set up alerts for integration failures
We provide TWOZO integration services for ERP, finance, marketing, and custom systems. Our integration practice covers API design, webhook configuration, testing, and ongoing monitoring through Managed Excellence.
We evaluated six CRM platforms and TWOZO was the only one our sales team actually wanted to use after the demo. The AI lead scoring alone paid for the implementation in three months.
Key Terms & Definitions
Quick reference glossary for this topic
Downloadable Resources
Free templates and guides
References & Resources
- 1AavishkarIT CRM Implementation Services
aavishkarit.com
- 2TWOZO Official Website
twozo.com
