Authenticate requests using your GHL credentials. Use a Bearer token and ensure the scopes include contacts.readonly for read actions. Store tokens securely and rotate them regularly.
Connect the Gupshup app in Zapier using OAuth2 or an API key. Map the credentials securely and authorize the Zapier integration to access your GHL data.
Key endpoints 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, 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 idea: when a new or updated contact is created in GHL, pull the contact details and related tasks into a Gupshup conversation for context.
Actions: GET /contacts/:contactId to fetch the contact, GET /contacts/:contactId/tasks to list tasks, GET /contacts/:contactId/tasks/:taskId for details.
Methods used: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/tasks/:taskId
Key fields: contactId, name, email, taskId, status
Trigger: a conversation indicates a new contact or an update to existing contact should be saved in GHL.
Actions: POST /contacts/ to create and PUT /contacts/:contactId to update.
Methods used: POST /contacts/, PUT /contacts/:contactId
Key fields: contactId, email, firstName, lastName, phone
Trigger: notes or appointments are created or updated in GHL and should be surfaced in Gupshup conversations.
Actions: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments to pull details.
Methods used: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
Key fields: contactId, id, subject, time
Centralized contact data reduces manual data entry and speeds up conversations.
Automated workflows save time and improve data accuracy across chats.
Real-time sync of notes, tasks, and appointments provides richer customer context.
A quick glossary of terms used in this integration guide
A specific URL path that performs an action on the server, for example GET /contacts/:contactId
The process of validating that a request has permission to access resources, typically via tokens or OAuth
Verifying identity, usually through API keys or OAuth tokens
A callback URL that receives real-time event data from an API
Pull contact details and recent tasks during a chat to personalize responses.
Automatically fetch and assign tasks when a conversation indicates follow-up needs.
Attach notes and upcoming appointments to the chat to provide context.
Obtain your GHL API key and set up the Gupshup Zapier app connection.
Add the endpoints listed in the guide to your Zapier workflow and map fields.
Run test requests, verify data flow, and enable live automation.
The GHL Contacts API scope used is contacts.readonly. This integration lets you read contacts, tasks, notes, and appointments from GHL within Gupshup conversations. For write actions you would need higher permissions and an appropriate access token. Always follow the principle of least privilege.
No heavy coding is required if you use the Zapier app connectors. Basic setup within Zapier, plus field mapping, is enough to connect data. Some JSON formatting may be needed for advanced mappings.
Essential endpoints for chat workflows include GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks for tasks, and GET /contacts/:contactId/notes for notes. You will also use POST /contacts/ and PUT /contacts/:contactId for creating and updating records as needed.
Yes. You can update contact data from Gupshup to GHL using PUT /contacts/:contactId and related endpoints for tasks and notes. This enables bidirectional data synchronization when allowed by your permissions.
Data is transmitted over TLS and requires valid tokens. Use OAuth or API keys, rotate credentials regularly, and store them securely to minimize risk.
Yes. The integration can fetch and surface notes and appointments using GET endpoints, enabling richer conversations with customers.
API rate limits depend on your GHL plan. Check the official API docs for current limits. If you hit a ceiling, implement batching, caching, and backoff in your flows or contact support for higher quotas.
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