Authenticate the connection by securely exchanging credentials (API key, client ID/secret) and authorizing Copilot CRM to access Contacts API resources.
Use a secure method to authorize Copilot CRM to call Contacts API, for example via OAuth 2.0 or an API key, then validate with a test request.
The Copilot CRM integration supports multiple endpoints to read and manage Contacts data: 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, contacts.write, 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 a new contact is created in Copilot CRM, pull the contact data from Contacts API.
Actions: fetch contact details, bring in associated tasks, and attach notes for a complete profile.
GET /contacts/:contactId
Key fields: contactId, name, email
Trigger: Update to a contact’s task list should sync to Copilot CRM.
Actions: fetch all tasks for a given contact, update statuses, create or modify tasks as needed.
GET /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger: A specific task is requested or updated in Copilot CRM and needs to reflect in Contacts API.
Actions: fetch a single task, fetch its notes if present, and update completion status.
GET /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, completed
1) Lightning-fast setup with no custom code required—connectors map fields automatically.
2) Automate recurring work like task creation, status updates, and notes capture.
3) Real-time data sync across apps for better team collaboration.
This glossary defines essential terms and processes you’ll encounter when integrating Copilot CRM with the Contacts API.
The application programming interface provided by GHL for accessing resources like Contacts, tasks, notes, and more.
Unique identifier for a contact in the Contacts API.
A specific URL path exposed by the API to perform actions.
Security credential used to authorize API requests.
Leverage endpoint data to identify duplicates and automatically merge records to maintain a clean contact list.
Automatically generate follow-up tasks based on contact activity to ensure timely engagement.
Attach notes from calls and meetings to enrich contact history and enable smarter automation.
Collect your GHL API key, client ID, and client secret, and prepare Copilot CRM with these credentials.
Authenticate using OAuth 2.0 or API key, then run test calls to verify endpoints are reachable.
Define field mappings, set up triggers and actions, and configure error handling for smooth operations.
The Copilot CRM to Contacts API integration connects your CRM data with the Contacts API to read, write, and synchronize contact information. It enables seamless access to contact records, tasks, notes, and appointments from within Copilot CRM. This setup eliminates manual data transfers and centralizes workflows in one place.
No heavy coding is required. The integration uses configurable connectors and endpoint mappings that you can customize through UI settings. If you have simple needs, you can get running quickly; for advanced flows, you can extend with minimal scripting if your platform supports it.
Authentication is performed securely via API keys or OAuth 2.0 tokens. You’ll obtain credentials from the GHL side and configure Copilot CRM to use them for authorized API calls. Always test credentials in a sandbox before going live.
Available endpoints cover read and write operations for contacts, tasks, notes, and related resources. Common calls include retrieving a contact, listing their tasks, creating tasks, and updating task status. The exact endpoints available depend on your plan and permissions.
Yes. You can manage tasks, notes, and appointments from Copilot CRM by syncing with the Contacts API. Updates in one system can be reflected in the other based on your configured triggers and actions.
Test the integration by performing sample reads and writes in a staging environment. Verify data integrity, field mappings, and error handling. Use test contacts and tasks to validate all endpoints you plan to use.
Data can be near real-time depending on your polling intervals and webhook support. For critical workflows, set up triggers to push updates immediately and monitor sync status in the Copilot CRM dashboard.
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Complete Operations Catalog - 126 Actions & Triggers
