TWOZO API and Integration Guide: Connecting to Your Existing Tools

TWOZO API Overview

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.

Authentication

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

Common Endpoints

Leads

• 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

Deals

• 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

Activities

• GET /api/v1/activities — List activities
• POST /api/v1/activities — Log call, email, or meeting

Webhook Setup

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.

ERP Integration

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

Marketing Tool Sync

Connect TWOZO with marketing platforms:

• Push leads from marketing to TWOZO
• Sync email engagement data
• Track campaign attribution

Testing and Monitoring

• 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

How AavishkarIT Helps

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.