Use OAuth 2.0 or API keys as supported; the available scope for read-only operations is contacts.readonly.
Authenticate the BatchLeads connector using the same secure token flow, ensuring the required permissions are granted.
Core endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id, GET /contacts/:contactId/appointments, GET /contacts/, GET /contacts/business/:businessId, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/tags
Trigger: a contact is created or updated in the Contacts API.
Actions: create or update the corresponding contact in BatchLeads and map key fields.
Method/Path: POST /contacts/
Key fields: firstName, lastName, email, phone, company
Trigger: a task is created or updated for a contact.
Actions: sync tasks in BatchLeads (create/update) and update status.
Method/Path: POST /contacts/:contactId/tasks
Key fields: contactId, taskName, dueDate, status
Trigger: notes or tags are added to a contact.
Actions: create notes and apply tags in BatchLeads; keep content in sync.
Method/Path: POST /contacts/:contactId/notes and POST /contacts/:contactId/tags
Key fields: contactId, noteContent, tagList
Automate data synchronization without custom code.
Improve data accuracy by consistent field mapping between systems.
Speed up workflows with ready-to-use automations.
Key terms explained to help you build reliable automations between the Contacts API and BatchLeads.
A specific URL path that performs an action when called with HTTP (GET, POST, PUT, DELETE).
The process of proving identity to access API resources, typically via OAuth tokens or API keys.
Aligning fields between systems so data is stored consistently.
A callback URL that receives real-time data events from an app.
Enrich contact data in BatchLeads by pulling fields from the Contacts API as soon as a new contact is created.
Keep both systems up to date by syncing changes back and forth on key fields.
Prebuilt automation templates for onboarding, follow-ups, and remediation tasks.
Gather API keys, grant permissions, and ensure the scope is set to contacts.readonly for reading data.
Map fields between the Contacts API and BatchLeads and test endpoints in a sandbox.
Turn on automations, monitor logs, and set alerts for failures.
BatchLeads supports OAuth tokens and API keys for secure access. Use the recommended token exchange flow and apply the scope ‘contacts.readonly’ for read operations. If you need write access, request elevated scopes and follow security best practices.
Core syncing typically uses: POST /contacts/ to create, PUT /contacts/:contactId to update, POST /contacts/:contactId/tasks to create tasks, and POST /contacts/:contactId/tags to apply tags.
No coding is required for standard automations. Use the app connector’s built-in actions and triggers. For advanced scenarios, you can use webhooks or custom scripting inside your automation platform.
Map fields by matching source fields (e.g., email, firstName, lastName) to target fields in BatchLeads. Use transform rules if needed to format dates, phone numbers, or IDs.
Respect API rate limits by batching requests, using incremental changes, and implementing exponential backoff on failures. Start with the documented limits for read-only endpoints and adjust as needed.
Yes. You can trigger actions in BatchLeads from Contacts API events via webhooks or built-in triggers in the app connector.
Consult the developer docs for endpoint references, field mappings, and troubleshooting. Reach out to support if you need help with your specific workflow.
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