Authenticate Circleback to the Contacts API using OAuth 2.0 or API keys. Ensure the appropriate scopes (e.g., contacts.readonly, and write if updates are needed) are granted for your integration.
Authorize Circleback to access your GHL data by configuring permissions in your GHL developer console and setting up secure token exchange endpoints.
Primary endpoints for the Contacts API 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, plus related write endpoints (POST, PUT, DELETE) for creating and updating records when access is granted.
Trigger: A new or updated contact is detected in Circleback, prompting a pull from the Contacts API.
Actions: Retrieve the contact with GET /contacts/:contactId and surface core fields in Circleback.
GET /contacts/:contactId
contactId, name, email, phone
Trigger: When a contact is accessed in Circleback, fetch related tasks and notes.
Actions: Pull tasks with GET /contacts/:contactId/tasks and notes with GET /contacts/:contactId/notes.
GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes
contactId, taskId, noteId, dueDate
Trigger: When Circleback requires a broad view of contacts, fetch the list.
Actions: Retrieve all contacts and, when relevant, business-specific data via GET /contacts/ and GET /contacts/business/:businessId.
GET /contacts/ and GET /contacts/business/:businessId
contactId, businessId, name, company
Fast setup with drag-and-drop workflows—no custom code required.
Reliable data syncing between Circleback and Contacts API with built-in error handling.
Scalable automation that grows with your contact data and usage.
Understand core elements such as endpoints, triggers, actions, and data fields used to connect Circleback with the Contacts API.
A specific URL pattern exposed by an API that performs a defined operation, such as fetch or update.
An authorization framework that grants access tokens to clients without exposing user credentials.
Fields used to map data between systems, such as contactId or email.
A user-defined HTTP callback that triggers when an event occurs in a system.
Append rich data to Circleback records by pulling additional fields from Contacts API as they become available.
Save common connection patterns as templates for rapid deployment across teams.
Create automated retry and alert flows when API requests fail.
Create an app in Circleback and obtain API credentials for the Contacts API.
Configure OAuth or API keys, then run a test pull to verify connectivity.
Enable automated sync and monitor dashboards for ongoing success.
Circleback is a connector that enables you to pull and surface contact data from a GHL Contacts API. To connect, configure a consented app in Circleback and authorize access to the Contacts API. This setup allows you to read contact records and related items. For more advanced operations, upgrade to write-capable scopes if your use case requires updates.
Some endpoints require write access (like POST, PUT, DELETE). If you only need to read data, readonly scopes are sufficient. Review the endpoint list to determine required permissions and adjust OAuth scopes accordingly.
Use OAuth 2.0 with token exchange or API keys per your organization’s security policy. Store tokens securely and rotate them regularly. Circleback provides test endpoints to verify connectivity.
For a simple start, begin with GET /contacts/:contactId to fetch a single record, then broaden to tasks and notes with GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes.
Yes. You can fetch tasks and notes related to a contact by calling the corresponding endpoints. This is useful for assembling a complete activity history for a given contact.
If an API call fails, check authentication, endpoint permissions, and rate limits. Implement retry logic and alerting to catch transient errors and keep data consistent.
See Circleback and Contacts API documentation for deeper integration details, sample workflows, and community templates to accelerate your setup.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
