# Web-To-CRM Endpoint

WebToCRM exposes API endpoints that allow external websites, forms, and apps to create, read, update, or delete records in your CRM based on a saved configuration.

## How it works

Each configuration creates a dedicated endpoint for a specific entity type with defined operations and field permissions. Only the fields you explicitly allow are accepted - the external system must send data using the exact field names you select.

## How to create a WebToCRM configuration

WebtoCRM feature.mp4

## Step 1: Open WebToCRM

Go to Settings

Click WebToCRM

Click + Create Configuration

## Step 2: Set up basic information

Enter a Configuration Name (e.g., Contact Form Lead Capture)

Add a Description (optional)

Ensure Enable Configuration is toggled on — the endpoint only accepts submissions when active

## Step 3: Configure the target entity

Select the Entity Type — the CRM entity this endpoint will interact with (e.g., Customer, Contact, or a custom object)

Select the Allowed Operations — choose which CRUD operations this endpoint supports: Create, Read, Update, Delete, or Customer 360

## Step 4: Set security and domain rules

Under Allowed Domains, enter the domains permitted to submit to this endpoint:

mywebsite.com — allow a specific domain

*.mycompany.com — allow all subdomains

* — allow all domains (use with caution)

Add a Success Redirect URL — where users are sent after a successful submission (optional)

Add an Error Redirect URL — where users are sent if the submission fails (optional)

## Step 5: Configure allowed fields

Under Allowed Fields Configuration, select which entity fields the external API can submit data to

Only selected fields are accepted — the external system must use the exact field names shown (e.g., if you allow name, the API must send { "name": "John Doe" })

Click Create Configuration to save

## Step 6: View the API setup

Click Connection Guide to view the generated API endpoint, setup instructions, and examples for integrating with your external system.

Create separate configurations with different API keys for each operation type — this is the recommended best practice

The generated endpoint and API documentation are accessible after saving the configuration

You can disable an endpoint at any time by toggling off Enable Configuration without deleting it

Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/web-to-crm-endpoint-B3hTs4RORo

## Related guide pages

- [Alano User Guideline](https://wiki.alano.ai/guide/)
- [Customization](https://wiki.alano.ai/guide/customization-8ddSaxvPIY/)
- [Welcome to Alano](https://wiki.alano.ai/guide/welcome-to-alano-1dTWipd7yW/)
- [Features](https://wiki.alano.ai/guide/features-TcyTIG1kHe/)
- [Contacts/Customers](https://wiki.alano.ai/guide/contactscustomers-LZZkPk05en/)
- [Alatasks](https://wiki.alano.ai/guide/alatasks-rfB2f4M6Ho/)
- [Deals](https://wiki.alano.ai/guide/deals-glGb1Ojq9n/)
- [Custom Objects](https://wiki.alano.ai/guide/custom-objects-vKkregeoYs/)
- [Alanotes](https://wiki.alano.ai/guide/alanotes-qFBrxuMSQa/)
- [Resources](https://wiki.alano.ai/guide/resources-C4DgheeRju/)
- [Intelligence](https://wiki.alano.ai/guide/intelligence-C27rBzbm0P/)
- [Settings](https://wiki.alano.ai/guide/settings-WGYKnuS6lc/)
- [Landing Pages Builder](https://wiki.alano.ai/guide/landing-pages-builder-HZh7Maos5h/)
- [Inbound APIs](https://wiki.alano.ai/guide/inbound-apis-btxSF3yNBs/)
- [Whitelist](https://wiki.alano.ai/guide/whitelist-u5g5sQmGTa/)
- [Operations Settings](https://wiki.alano.ai/guide/operations-settings-maQtddylTf/)
- [Rate Limiting](https://wiki.alano.ai/guide/rate-limiting-PEUx5koMlH/)
- [Flow](https://wiki.alano.ai/guide/flow-ce4c7oq0eF/)
- [Custom Fields](https://wiki.alano.ai/guide/custom-fields-PZqIx0lFrT/)
- [Productivity](https://wiki.alano.ai/guide/productivity-CzlLb3Lfoc/)
- [Alano AI Chatbot](https://wiki.alano.ai/guide/alano-ai-chatbot-V1d6NJepW1/)

Last generated: 2026-06-30