Call leads from your CRM

A property enquiry that waits until tomorrow is a lead your competitor already called. By the end of this, every new lead in your CRM is rung by your agent — straight away in working hours, first thing next morning otherwise — and the lead’s record gets a summary of the call, the answers you care about (budget, interest, site visit) and a link to the recording. It works with any CRM that can send a webhook when a lead is created — LeadSquared, Sell.Do, Kylas, HubSpot, Zoho and most others — using a connector tool such as Pabbly Connect, Make or Zapier in the middle. It takes about thirty minutes.

What you need

An agent that answers the phone, with a number.
An API key, from Settings → API keys.
An account on a connector tool (Pabbly Connect, Make or Zapier).

1. Write the agent for this call

On the agent’s Instructions, describe the call. Use {{…}} for anything the CRM will tell it about the lead:

You are calling {{lead_name}}, who enquired about {{project}} a few minutes ago.
Confirm they are still looking, ask what budget they have in mind, whether they
want a 2BHK or 3BHK, and whether they would like to visit the site this week.
Keep it short and friendly. If they are busy, ask when to call back.

Test it from the playground with those variables filled in before a real lead hears it.

2. When a lead arrives, place the call

In your connector tool, start a flow from your CRM’s new lead trigger, and add an HTTP step:

POST https://app.thinnest.ai/api/v1/calls
Authorization: Bearer ta_live_…
Content-Type: application/json
Idempotency-Key: lead-{{CRM lead id}}

{
  "to": "{{CRM phone}}",
  "purpose": "Hello, I'm calling from Skyline Homes about your enquiry for {{CRM project}}.",
  "name": "{{CRM name}}",
  "source": "{{CRM lead source}}",
  "reference": "{{CRM lead id}}",
  "variables": { "lead_name": "{{CRM first name}}", "project": "{{CRM project}}" },
  "callingHours": { "start": "10:00", "end": "19:00" },
  "extract": [
    { "name": "budget", "type": "number", "description": "Budget in rupees" },
    { "name": "configuration", "choices": ["1BHK", "2BHK", "3BHK", "Villa"] },
    { "name": "site_visit", "type": "boolean", "description": "Wants to visit the site" },
    { "name": "visit_date", "type": "date" },
    { "name": "interest", "choices": ["Hot", "Warm", "Cold", "Not interested"] }
  ],
  "summary": true
}

The lead does not need to be in your contacts first — it is added, with the name and source you sent.
A lead that arrives at 11pm gets "status": "scheduled" and is rung at 10am in their own time. Use "ifOutsideHours": "refuse" if you would rather decide yourself.
The Idempotency-Key means a CRM that fires the trigger twice still rings the lead once.

Full reference: Place a call.

3. Send the results back

On the agent’s Actions page, under Send what happens somewhere else, add your connector tool’s webhook address and tick A call’s results are ready. Copy the signing secret. In a second flow, start from that webhook. Each call sends one delivery:

{
  "event": "call.analysed",
  "data": {
    "reference": "LSQ-42",
    "status": "completed",
    "summary": "Asha is keen on a 2BHK with a budget around 80 lakh and wants to visit on Saturday.",
    "fields": { "budget": 8000000, "configuration": "2BHK", "site_visit": true, "interest": "Hot" },
    "recording": { "url": "https://app.thinnest.ai/api/v1/recordings/…", "expiresAt": "…" }
  }
}

Then update the lead in your CRM:

From the call	To your CRM
`data.reference`	the lead to update
`data.summary`	a note or activity
`data.fields.budget`, `…interest`, `…site_visit`	the matching lead fields
`data.recording.url`	a link field, or attach the file
`data.status`, `data.hangup`	call outcome — `missed` + `no_answer` means ring again later

Recording links expire when your plan deletes the recording — 30 days on pay-as-you-go, 75 on Scale. If your team needs recordings for longer, have the flow download the file into your CRM rather than saving only the link.

A field the lead did not answer is simply missing from fields, so map each one as optional. A missed call still sends a delivery, with status: "missed" and no summary.

4. Try it end to end

Create a test lead in your CRM with your own number. Within a minute your phone should ring; answer as a buyer would. A few seconds after you hang up, the lead should show the note, the fields and the link. If the result does not arrive, read it directly — it is the same object:

GET https://app.thinnest.ai/api/v1/calls/{id}
Authorization: Bearer ta_live_…

Things worth knowing

Who is refused. Anyone who told your agent to stop, on any channel, and any number on your do-not-call list. source is your record of why you had the number — keep it honest.
Calling rules. Calls are only ever placed between 9am and 9pm in the lead’s own time, and never earlier or later whatever you send. Promotional calling in India also needs DLT registration and DND checks on your side.
The lead converted while the phone rang. DELETE /api/v1/calls/{id} cancels a call still waiting, and ends one that is ringing or connected — see Cancelling or ending a call.
A different number or voice for some leads. Send from (one of the agent’s numbers) or overrides on the call; the agent itself is not changed.
Fields every call should fill. Set them once on the agent as collectFields (Agents) instead of sending extract each time.
Only answers the lead gave. Fields are filled from what the customer said on that call. Nothing is guessed, and a number field gets a number or nothing — “80 lakh” arrives as 8000000.

Guides

Set up

Answer the phone

Connect your systems

Reach out

Call leads from your CRM

What you need

1. Write the agent for this call

2. When a lead arrives, place the call

3. Send the results back

4. Try it end to end

Things worth knowing

​What you need

​1. Write the agent for this call

​2. When a lead arrives, place the call

​3. Send the results back

​4. Try it end to end

​Things worth knowing

What you need

1. Write the agent for this call

2. When a lead arrives, place the call

3. Send the results back

4. Try it end to end

Things worth knowing