Caller ID Enrichment Using "Bid Received" Webhook Events

Caller ID enrichment allows you to enhance incoming call data with additional information about the caller before routing the call to your buyers. Using CallGrid's "Bid Received" webhook event, you can integrate with third-party data providers to append valuable caller information such as demographics, credit scores, property values, or blacklist status in real-time.

Common Use Cases

1. Lead Qualification: Enrich calls with credit scores or income data to route high-value leads to premium buyers
2. Geographic Routing: Append location data to route calls to region-specific call centers
3. Blacklist Checking: Screen against Do Not Call lists or known spam numbers
4. Vertical-Specific Data: Add loan values for mortgage leads or property values for real estate calls
5. Fraud Prevention: Identify suspicious calling patterns or known fraudulent numbers

Setting Up Caller ID Enrichment

Step 1: Navigate to Webhook Configuration

1. Go to Integrations → Webhooks in your CallGrid dashboard
2. Click New Webhook to create a new webhook configuration
3. Enable Template Mode toggle for pre-configured integrations

Step 2: Select Your Data Provider Template

Choose from available Caller ID Lookup templates:

Blacklist Alliance - Comprehensive blacklist and DNC screening
GoHighLevel - CRM integration with contact enrichment
IPQualityScore Phone Number - Fraud detection and phone validation
IPQualityScore Proxy - IP and proxy detection services
Searchbug - People search and background data
Trestle - Real estate and property data

Step 3: Configure Webhook Event

1. In the Event dropdown, select "Bid Received"
2. Enter a descriptive Name for your webhook (e.g., "Credit Score Enrichment")
3. The webhook will fire when CallGrid receives a bid from your buyers, allowing real-time data enhancement

Step 4: Authentication Setup

Most data providers require authentication:

1. In the Bearer Authentication Token field, enter your API key from the data provider
2. Refer to your chosen provider's documentation for specific authentication requirements:
3. • Blacklist Alliance: API key from your account dashboard
   • GoHighLevel: Location API key from your GHL account
   • IPQualityScore: Private key from your IPQS dashboard
   • Searchbug: API token from account settings
   • Trestle: API key from developer portal

Step 5: Configure Template Variables

The template will automatically populate relevant fields for your chosen provider. Common variables include:

• tagFirstName - Caller's first name (if available)
• tagLastName - Caller's last name (if available)
• tagPhoneNumber - The caller's phone number
• tagCallId - Unique call identifier
• tagCampaignId - Campaign identifier
• tagSourceId - Traffic source identifier

Step 6: Test Your Configuration

1. Use the Webhook Testing feature to send a test request
2. Verify your authentication is working correctly
3. Check that the response contains the expected enrichment data
4. Click Run Webhook to execute the test

Response Handling

Successful Enrichment Response

When enrichment is successful, the data provider will return additional information about the caller. This data can be used to:

• Route calls intelligently based on lead quality scores
• Update buyer bids with enriched lead value
• Block calls from blacklisted numbers
• Prioritize routing to specialized teams

Error Handling

If the enrichment service fails or returns an error:

• The call will continue processing without enrichment data
• Check your webhook logs for error details
• Verify your authentication credentials are correct
• Ensure your API quota hasn't been exceeded

Advanced Configuration

Custom Headers

Add custom headers if required by your data provider:

1. Click Add Header in the Headers section
2. Enter the required header name and value
3. Common headers include API versions or content-type specifications

Response Data Mapping

Configure how to handle the enriched data:

1. Use Acceptance Parsing to define success criteria
2. Set up Value Extraction to capture specific data points
3. Map enriched data to CallGrid tags for routing decisions

Filtering Rules

Set up filtering to control when enrichment occurs:

1. Click Add Filter in the Rejection Settings section
2. Define criteria such as specific campaigns or traffic sources
3. Use Clear Filters to remove unwanted filtering rules

Integration Examples

Example 1: Credit Score Routing

Provider: IPQualityScore
Event: Bid Received
Use Case: Route high credit score leads to premium buyers
Result: Calls with 700+ credit scores go to Tier 1 buyers

Example 2: Geographic Segmentation

Provider: Searchbug
Event: Bid Received
Use Case: Route calls based on property values
Result: High-value zip codes route to experienced agents

Example 3: Fraud Prevention

Provider: Blacklist Alliance
Event: Bid Received
Use Case: Block known spam numbers
Result: Blacklisted numbers are rejected before routing

Best Practices

Fast Response Times: Choose providers with sub-second response times to avoid call delays Fallback Strategy: Ensure calls can route even if enrichment fails Rate Limiting: Monitor API usage to avoid quota overages

Data Privacy: Ensure compliance with TCPA and privacy regulations Testing: Regularly test webhook configurations to ensure reliability Monitoring: Set up alerts for enrichment failures or high error rates

Troubleshooting

Authentication Errors: Verify API credentials and check for expired tokens

Timeout Issues: Increase timeout settings or choose faster data providers

Data Quality: Validate that enrichment data matches expected formats

Rate Limits: Monitor API usage and implement request throttling if needed

Webhook Failures: Check logs for specific error messages and response codes

Next Steps

After setting up caller ID enrichment:

1. Monitor performance metrics and enrichment success rates
2. A/B test different routing strategies based on enriched data
3. Optimize buyer assignments using enhanced lead scoring
4. Consider combining multiple data sources for comprehensive enrichment

For additional support or questions about specific data provider integrations, contact our support team or refer to the provider's integration documentation.