Setting Up Trestle Data Collection Webhook

The Trestle integration identifies caller information in real-time, providing comprehensive phone metadata including carrier, line type, prepaid status, alongside name, demographics, email addresses, and current address to enhance lead qualification and intelligent call routing decisions.

Prerequisites

Before setting up your webhook, you'll need:

• An active Trestle account with API access
• API key from your Trestle Developer Portal
• Sufficient API credits loaded for caller identification queries

Setup Process

1. Get Your API Key

1. Sign up for a Trestle Developer Portal account
2. Navigate to your account settings or API section
3. Generate or copy your API key
4. Ensure your account has sufficient credits for caller ID lookups

2. Create New Webhook

1. Navigate to Integrations → Webhooks
2. Click + New Webhook
3. Select Data Collection template type
4. Choose Trestle from the dropdown

3. Basic Configuration

1. API Key: Enter your Trestle API key
2. Name: Give your webhook a name
3. Event: Select Call Inbound OR Bid Received (Critical for real-time routing)
4. Click Save Webhook

4. Advanced Options

After saving, you can configure additional settings:

Dynamic Variables The system automatically maps call data to Trestle caller identification parameters:

• InboundNumber maps to the phone number parameter for caller lookup

Request Structure The webhook sends a GET request with parameters containing:

• Phone number for comprehensive caller identification
• API key header (x-api-key) for secure authentication
• JSON response format for structured data

Filtering

• Add filters using any system tag (InboundState, BuyerName, CampaignName, etc.)
• Use Equals conditions to control when caller identification occurs
• Combine conditions with Add Or Rule or Add And Rule

Value Extraction After running a webhook test to discover response properties:

1. Select response properties like name, address, demographics, carrier, line_type, email_addresses, etc.
2. Map them to custom tags for advanced routing and lead enrichment
3. Use extracted data to automatically identify caller demographics and contact information
4. Route calls based on caller location, line type, and demographic profiles

Real-Time Intelligence Workflow

The optimal workflow leverages real-time data enrichment:

1. Trigger: Call Inbound/Bid Received → Trestle Reverse Phone Lookup
2. Response: Trestle returns enriched caller data
3. Tag Extraction: CallGrid extracts relevant tags from Trestle response
4. Smart Routing: Use extracted tags in routing logic to optimize buyer matching
5. Higher Bids: Better-matched calls result in higher bid values

Testing

• Fill in test values for InboundNumber (use a real phone number like 5551234567)
• Click Run Webhook to verify the integration
• Review the response data to see caller identification results and available properties
• Verify that extracted caller information is being captured correctly

Best Practices

• Monitor your API usage and credits for cost control
• Set up value extraction to capture name, address, and demographic information
• Use line type and carrier data for call routing decisions
• Test with various number types to ensure comprehensive caller identification
• Configure filtering to avoid unnecessary API calls for known internal numbers
• Implement data privacy compliance measures for collected caller information

Troubleshooting

• Verify your API key is active and correctly formatted in the x-api-key header
• Ensure your Trestle account has sufficient API credits
• Check that phone numbers are in the correct format for lookup
• Monitor API response times and adjust timeout settings if needed
• Review Trestle documentation for specific error codes and response formats
• Validate that value extraction mappings match actual response field names

The integration enables real-time caller identification and data enrichment, helping you automatically capture caller names, demographics, addresses, and phone metadata to improve lead qualification and enable intelligent routing decisions that maximize revenue through precision buyer matching.

By enriching call data before routing decisions, you transform raw phone numbers into actionable intelligence that drives higher bid values and improved call conversion rates.