Authorization is done with OAuth tokens that grant the Contacts API scope of read only. Store tokens securely and rotate them regularly to protect data.
Capsule CRM supports API keys and OAuth flows for integration. Use the app to securely request access and refresh tokens and to limit the scope to read only data as needed.
The following endpoints are commonly used when connecting Capsule CRM with GHL. They cover retrieving a single contact, its notes and tasks, and related appointments as examples. Use GET calls for read only access in accordance with your scope.
Trigger: when a Capsule CRM contact is created or updated, fetch the contact data via GET /contacts/:contactId to surface the latest details in GHL.
Actions: pull core fields like name email and company into GHL dashboards. Read only from Capsule CRM.
GET /contacts/:contactId
Key fields: id name email phone company lastContacted
Trigger: updates to a contact s notes or tasks in Capsule CRM can be surfaced in GHL with GET /contacts/:contactId/notes and GET /contacts/:contactId/tasks
Actions: display notes and tasks within GHL dashboards and lists; no writes back to Capsule CRM due to read-only scope.
GET /contacts/:contactId/notes
Key fields: contactId noteId subject content dueDate
Trigger: Capsule CRM appointments for a contact are updated or upcoming; surface in GHL calendars.
Actions: show appointments in GHL calendars; no change to Capsule CRM.
GET /contacts/:contactId/appointments
Key fields: appointmentId startTime endTime location
No code data sync lets sales and support teams access up to date Capsule CRM contacts in GHL workflows.
Drag and drop automations reduce manual data entry and errors.
Real time visibility of contact activity without custom scripting.
This glossary defines terms used when integrating Capsule CRM with GHL Contacts API including endpoints triggers and data fields.
A set of endpoints and methods that allow Capsule CRM and GHL to communicate over the internet.
A specific URL and HTTP method used to access a resource in the integration.
The process to verify identity and grant access using OAuth tokens or API keys.
The data carried by a request or response in the API call.
Set up a real time mirror of Capsule CRM contacts in GHL so teams can view contact data without accessing Capsule CRM directly.
Aggregate notes and tasks from Capsule CRM into GHL to provide context in deals and campaigns.
Display Capsule CRM appointments in GHL dashboards to coordinate outreach.
Obtain OAuth tokens for the Contacts API and Capsule CRM using the app credentials and grant the required scopes.
Map core contact fields and configure endpoint calls for pull only access. Use GET endpoints for data retrieval.
Run tests, confirm data accuracy, monitor logs and enable live synchronization.
The Capsule CRM to GHL Contacts API integration enables you to surface Capsule CRM contact data inside GHL workflows without editing Capsule CRM. It leverages the Contacts API to pull read only data and present it in GHL dashboards, pipelines and automations. This approach keeps data centralized and accessible to teams working across both systems.
You can often set up many integrations with no code using connectors and automation builders. No deep programming is required; you mainly configure endpoints, auth and field mappings. If your use case grows more complex, you can add lightweight scripts or custom transforms as needed.
For basic syncing you typically use GET endpoints such as /contacts/:contactId, /contacts/:contactId/notes, /contacts/:contactId/tasks and /contacts/:contactId/appointments to pull data. These endpoints cover core data needed to present contacts and related activity in GHL.
With a read only scope you cannot write back to Capsule CRM from GHL. To enable writes you would need a different scope and a secure authorization flow. Review your integration requirements and adjust permissions accordingly.
Common synced fields include contact id, name, email, phone, company and notes ids and task ids for related items. Field mapping should align with Capsule CRM and GHL field schemas to ensure consistent display.
Use OAuth 2.0 for secure access and limit scopes to read only unless writes are needed. Store tokens securely rotate secrets regularly and implement token refresh workflows.
API rate limits depend on Capsule CRM plan. Check Capsule CRM docs for current quotas and implement backoff strategies. If you expect high volume, stagger calls or cache results to stay within limits.
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