CRM Integration · unLocked CRM
Connect unLocked CRM
To Your Lead Portal.
Follow these steps to have your Diamond Leads delivered directly into your unLocked CRM account in real time — Final Expense, Mortgage Protection, and Health Insurance leads supported.
1
Log Into Your unLocked CRM Account
Go to app.unlockedcrm.ai and sign in. Make sure you're inside the correct account you want leads delivered to.
2
Generate Your API Key
From your dashboard go to:
Settings → API
Click Create New API Key. Give it a name like "Diamond Leads" and make sure the following scopes are enabled:
Settings → API
Click Create New API Key. Give it a name like "Diamond Leads" and make sure the following scopes are enabled:
- ◆ write:leads
- ◆ write:contacts
Copy your API key immediately — unLocked CRM will not show it again after you close the window. It starts with
uk_.
3
Set Up Your Custom Fields (Optional)
unLocked CRM automatically maps unknown fields to your custom fields — so if you've already created custom fields in your account, your lead data will land there automatically. If you'd like to track specific fields, create them under:
Settings → Custom Fields
Recommended fields to add:
Settings → Custom Fields
Recommended fields to add:
Coverage Type
Smoker
Requested Coverage Amount
Household Income
Household Size
Medical Conditions
Lead Type
This step is optional. If you skip it, standard fields like name, email, phone, state, and date of birth will still be delivered correctly.
4
Send Us Your API Key
Email the following to customers@diamondleads.info:
— Your unLocked CRM API Key (starts with
— The lead type(s) you want connected:
— Your unLocked CRM API Key (starts with
uk_)— The lead type(s) you want connected:
Final Expense
Mortgage Protection
Health Insurance
We'll configure everything on our end and send you a test lead to confirm it's working correctly.
5
Confirm Your Test Lead
Log into your unLocked CRM account and check your Leads tab — you should see a new lead appear with all fields populated and tagged as Diamond Leads.
If you don't see it within a few minutes, reply to us at customers@diamondleads.info and we'll troubleshoot right away.
If you don't see it within a few minutes, reply to us at customers@diamondleads.info and we'll troubleshoot right away.
Leads are delivered in real time. The moment a prospect opts in, their information lands in your unLocked CRM automatically — no manual imports needed.
Need help?
We're here.
Email us anytime.
Email us anytime.