Access the Contacts API with a valid GHL API key or OAuth token and request scope of contacts.readonly (or higher). Include your token in the Authorization header and always use HTTPS. For most integrations, obtain a client secret and refresh tokens as needed.
Inside HelpCrunch, configure the GHL connection by providing your API base URL, client credentials, and the required scopes. Test authentication and ensure tokens are refreshed automatically before expiration.
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, POST /contacts/:contactId/tags. Use these to build workflows, retrieve data, and keep HelpCrunch synchronized with GHL data.
Trigger: when a contact is created or updated in GHL to push updates to HelpCrunch in near real time.
Actions: create or update the corresponding contact in HelpCrunch, sync core fields and related notes or tasks as configured.
Methods to use: GET /contacts/:contactId to pull latest data; PUT /contacts/:contactId to update; and POST /contacts/:contactId/tasks to propagate tasks to HelpCrunch.
Map id, email, firstName, lastName, phone, and customFields.
Trigger: created or updated tasks under a contact to reflect status in HelpCrunch.
Actions: create or update tasks in HelpCrunch, update status and due dates as data changes.
Methods to use: POST /contacts/:contactId/tasks to create tasks; PUT /contacts/:contactId/tasks/:taskId to update; PUT /contacts/:contactId/tasks/:taskId/completed to mark complete.
taskId, subject, status, dueDate, relatedContactId.
Trigger: note creation or updates on a contact are synchronized to HelpCrunch; tags updated produce tag mappings.
Actions: sync notes and tags to the corresponding HelpCrunch contact record; attach notes and update tag associations.
Methods to use: POST /contacts/:contactId/notes to add notes; PUT /contacts/:contactId/notes/:id to update; POST /contacts/:contactId/tags to add tags.
notes.id, notes.content, notes.createdAt, tags.
Fast setup: install the integration and start syncing data within minutes.
Automated data sync eliminates manual entry and reduces errors.
Scalable integration that adapts as your contacts, tasks, notes, and tags grow.
Definitions of endpoints, triggers, actions, and mapping rules to help you design your integration.
Application Programming Interface used to access GHL data from external apps.
A specific URL path that performs an action or retrieves data from the API.
A mechanism for real-time notifications from GHL to another app when data changes.
Authorization framework that issues access tokens for API requests.
Set up triggers to automatically create follow-up tasks in HelpCrunch when a new contact is added in GHL, ensuring timely engagement.
Consolidate notes, tasks, and interactions into a single timeline for each contact in HelpCrunch.
Route tasks to the right team member in HelpCrunch based on contact attributes from GHL.
Obtain your GHL API key or OAuth credentials and your HelpCrunch app credentials; ensure scopes include contacts.readonly.
Map required fields, select endpoints, and configure webhooks or polling to keep data in sync.
Test each endpoint, verify data accuracy, and enable the integration for production use.
You can access contacts, tasks, notes, appointments, and tags via the REST API. The scope is defined per token, with sensitive data protected. If you need more data, request higher scopes or use additional endpoints for business data, ensuring you respect rate limits.
Authentication uses API keys or OAuth tokens; include the Authorization header; tokens expire and should be refreshed. Never embed credentials in client-side code; keep credentials secret and rotate regularly.
Best endpoints for syncing contacts include GET /contacts/:contactId to fetch data and GET /contacts/:contactId/tasks for related tasks. Use POST /contacts/ to create new records and PUT /contacts/:contactId to update existing ones. Combine with notes and tags endpoints as needed.
Yes, you can create tasks from HelpCrunch using the tasks endpoints. For example, POST /contacts/:contactId/tasks creates a new task linked to a contact. Automate tasks based on activity or engagement signals.
Yes, there are rate limits. If you hit limits, you may receive 429 responses. Implement exponential backoff and retry logic in your integration, and consider batching requests when appropriate.
Field mapping involves aligning GHL fields with HelpCrunch fields. Typical mappings include id, email, firstName, lastName, phone, notes, and customFields. Validate data types and ensure required fields are present before syncing.
Security measures include HTTPS/TLS, token-based authentication, least-privilege access, token rotation, and IP allowlisting where available. Regularly review permissions and monitor access logs.
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Complete Operations Catalog - 126 Actions & Triggers
