Authenticate with your GHL credentials and obtain an access token with the required scope, such as contacts.readonly, to read contact data from the API.
Securely store and use your API credentials in Crisp, and ensure token rotation and least privilege when connecting to GHL.
Endpoints used: 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, and management actions like POST, PUT, DELETE for contacts and tasks: 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: a contact is created or updated in Crisp to sync to GHL.
Actions: create or update the contact in GHL, and optionally attach related tasks or notes.
GET /contacts/:contactId
Key fields: contactId, email, name
Trigger: a task is created or updated in Crisp to reflect in GHL
Actions: create or update tasks in GHL linked to the correct contact
POST /contacts/:contactId/tasks
Key fields: taskId, status, dueDate
Trigger: notes or tags updated in Crisp to sync to GHL
Actions: push notes and tags to their GHL counterparts
POST /contacts/:contactId/notes
Key fields: noteId, id, content
Fast setup with no custom code required
Automated data sync between Crisp and GHL without scripts
Flexible workflows with triggers and actions in a few clicks
Definitions of the terms used for endpoints, authentication, and data syncing
A specific URL and HTTP method used to access a resource in the GHL API
The process of proving identity to access the GHL API
A mechanism for receiving real-time updates from the GHL API
An open standard for delegated access to APIs
Capture new Crisp users and push their details into GHL Contacts to keep both systems in sync
When Crisp conversations require action, automatically create or update tasks in GHL
Attach notes and tags in Crisp that categorize contacts in GHL for smarter segmentation
Obtain a valid GHL API key with the required scope and store it securely in Crisp
Set up the endpoints listed above and define triggers in Crisp for data sync
Run test scenarios to verify data integrity and handle errors gracefully
You can sync core contact data such as names, emails, and phone numbers between Crisp and GHL. You can also sync related items like tasks and notes depending on your workflow. Start with read-only access to validate your sync before enabling write operations.
Coding is optional for many no-code setups. The integration can be configured via Crisp settings and API calls, but some scenarios may benefit from simple scripts for error handling.
All API connections should use secure tokens, HTTPS, and proper scope. Rotate tokens regularly and restrict access to allowlist IPs if possible.
Rate limits depend on your GHL plan. Start with a conservative window and implement retries with backoff to avoid throttling.
Yes. You can push notes and tags from Crisp into GHL and maintain tagging; ensure mapping of note and tag fields.
Use OAuth or API keys as supported by GHL. Store tokens securely and refresh before expiry. Use scopes like contacts.readonly for read operations.
For beginners, start with GET endpoints to pull contact data, then move to POST/PUT for creating or updating records.
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Complete Operations Catalog - 126 Actions & Triggers
