Access to the Contacts API requires credentials issued for your GHL integration. Use the recommended authentication method such as OAuth2 or API keys and specify the scope contacts.readonly
CleverTap stores its own client credentials to securely call the Contacts API. Treat these credentials as secrets and rotate them periodically
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 when CleverTap needs up to date contact details using GET by contactId
Actions fetch contact data, cache it for quick access and apply tags based on profile data
GET /contacts/:contactId
Key fields contactId email name tags
Trigger on scheduled sync or event based updates from CleverTap to the Contacts API
Actions upsert records via POST /contacts/ or PUT /contacts/:contactId
POST /contacts/ and PUT /contacts/:contactId
Key fields contactId email updateFields
Trigger when a contact task is created or updated in CleverTap
Actions create or update tasks and notes via the tasks and notes endpoints
POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
Key fields contactId taskId
No code setup means you can connect CleverTap to the Contacts API quickly and start syncing data
Automations unlock segmentation and outreach without custom development
Real time data flow improves analytics and campaign relevance
This section defines common elements like endpoints triggers actions and data fields used in the CleverTap and Contacts API integration
Application Programming Interface a set of rules that lets software components communicate
OAuth2 is an authorization framework for secure delegated access without sharing credentials
Webhook is a callback URL that notifies your system when an event occurs
Endpoint is a specific URL where an API function is exposed
Pull fresh contact details from CleverTap into the Contacts API to enrich records in real time
Tag contacts based on events in CleverTap to drive targeted messaging in the Contacts API
Trigger campaigns in CleverTap when contact records change in the Contacts API
Obtain credentials for the Contacts API and configure them in CleverTap
Define endpoints to use in CleverTap workflows such as GET and POST on contacts resources
Run tests verify data flow and monitor performance before going live
In most no code scenarios coding is not required to connect CleverTap to the Contacts API. Use the built in app connector to configure authentication endpoints and data flows. You can test with sample contacts to verify the connection.
Commonly used endpoints include GET /contacts/:contactId for retrieving contact details and POST or PUT for creating or updating contacts. You may also pull related data such as notes tasks and appointments as needed.
Secure authentication is achieved by following the providers recommended method such as OAuth2 or API keys and keeping tokens confidential. Rotate credentials periodically and use scopes to limit access.
Yes you can update contact data from CleverTap back to the Contacts API using upsert endpoints like POST /contacts/ and PUT /contacts/:contactId. Ensure proper mapping of fields and conflict resolution.
Data fields commonly synced include contactId email name phone tags notes tasks and outcome fields. You can extend with businessId and appointment data if supported by your setup.
Monitor the integration through API call logs webhooks and CleverTap dashboards. Set up alerts for failed calls latency and data discrepancies and use retries for resilience.
Refer to the official docs for the Contacts API and CleverTap app connector. Our resources section provides step by step guides examples and best practices.
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