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Overview

The Custom CRM integration allows you to connect Genesy with your own CRM system or internal database. This enables Genesy to create tasks directly in your system when sequences or workflows require task creation.
This integration is designed for companies with proprietary CRM systems or custom-built internal tools that aren’t supported by our standard integrations.

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How It Works

When you connect a Custom CRM:
  1. You provide Genesy with your API base URL and authentication credentials
  2. Genesy validates the connection by calling your /health endpoint
  3. Once connected, Genesy will send task creation requests to your system when needed

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Prerequisites

Before connecting, your CRM must expose the following:

Health Endpoint

A GET /health endpoint for connection validation

Tasks API

Task CRUD and batch endpoints following our interface specification

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Authentication

Your CRM must accept API key authentication via a configurable header. When connecting, you’ll specify:
ParameterDescriptionDefault
baseUrlYour API’s base URL (e.g., https://api.mycrm.com)Required
apiKeyYour API key or secret tokenRequired
apiKeyHeaderThe header name for authenticationX-API-Key
Genesy will include this header in all requests: 
GET /health HTTP/1.1
Host: api.mycrm.com
X-API-Key: your-secret-key
Content-Type: application/json
Accept: application/json

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Connecting Your CRM

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Step 1: Implement the Required Endpoints

Before connecting, ensure your CRM implements the required interface. See the Custom CRM API Reference for detailed specifications.

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Step 2: Test the Connection

Use the test endpoint to validate your configuration: 
curl -X POST https://openapi.genesy.ai/v1/custom-crm/test \
  -H "x-api-key: gsk_your_genesy_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "baseUrl": "https://api.mycrm.com",
    "apiKey": "your-crm-api-key",
    "apiKeyHeader": "X-API-Key"
  }'

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Step 3: Connect

Once the test passes, connect your CRM: 
curl -X POST https://openapi.genesy.ai/v1/custom-crm/connect \
  -H "x-api-key: gsk_your_genesy_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "baseUrl": "https://api.mycrm.com",
    "apiKey": "your-crm-api-key",
    "apiKeyHeader": "X-API-Key"
  }'

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Step 4: Verify Status

Check your connection status anytime: 
curl https://openapi.genesy.ai/v1/custom-crm/status \
  -H "x-api-key: gsk_your_genesy_api_key"

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Disconnecting

To disconnect your Custom CRM: 
curl -X DELETE https://openapi.genesy.ai/v1/custom-crm/disconnect \
  -H "x-api-key: gsk_your_genesy_api_key"

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Next Steps

Tasks API

View the complete Tasks API specification

Examples

See complete implementation examples in Node.js, Python, and Go