Authenticate to the GHL Contacts API using OAuth 2.0. Obtain an access token with the required scope (contacts.readonly) and include it as a Bearer token in API requests.
Connect Dynamics 365 CRM via Azure AD OAuth 2.0. Register an app, grant the Dynamics 365 permissions, and use the token to authorize REST calls to the Dynamics endpoints.
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 a contact is created or updated in Dynamics 365, fetch details from GHL using GET /contacts/:contactId.
Actions: map core contact fields (contactId, firstName, lastName, email, phone) and push updates back to Dynamics 365 as needed.
GET /contacts/:contactId
contactId, firstName, lastName, email, phone, companyName
Trigger: when tasks are created or updated in Dynamics 365 CRM, pull related tasks from GHL with GET /contacts/:contactId/tasks.
Actions: map taskId, title, dueDate, status; reflect changes in Dynamics and update task status in GHL.
GET /contacts/:contactId/tasks
taskId, contactId, title, dueDate, status
Trigger: new notes in Dynamics 365 CRM are retrieved via GET /contacts/:contactId/notes to enrich history in GHL.
Actions: map noteId, content, createdDate; store in Dynamics as notes and timeline activities.
GET /contacts/:contactId/notes
noteId, contactId, content, createdDate
Build a powerful data flow between GHL and Dynamics 365 CRM without writing code.
Automate synchronization to reduce manual data entry and keep records aligned in real-time.
Leverage existing endpoints and mapping templates to accelerate deployment.
This glossary defines endpoints, authentication methods, data mappings, and common workflows used in the integration.
A specific URL path used to perform actions against an API, such as GET /contacts/:contactId to retrieve a contact.
Authorization framework used to obtain access tokens for secure API calls.
A security token type added to the Authorization header of requests to authenticate access.
A callback mechanism that sends real-time updates from a source system to a target system.
Pull contact details with GET /contacts/:contactId and enrich Dynamics records automatically.
Sync tasks between systems to trigger timely follow-ups and align teams.
Bridge notes to CRM timelines to provide context for each contact.
Create an Azure AD app registration, configure permissions for Dynamics 365, and capture clientId and clientSecret.
Set the scope to contacts.readonly and define the base URL for your Dynamics 365 environment.
Run test calls to GET /contacts/:contactId and map fields to Dynamics 365 CRM entities.
You will typically need OAuth permissions and at least read access to Contacts. If you also manage writing, request the appropriate write scopes. Always follow the least-privilege principle and tailor permissions to your use case.
Yes. Use the write endpoints such as POST /contacts/ and PUT /contacts/:contactId to synchronize changes back to Dynamics 365. Implement proper conflict handling and field mappings.
Webhooks are supported in scenarios where you want real-time updates. You can configure callback URLs in Azure AD or your GHL account and handle incoming payloads accordingly.
OAuth 2.0 tokens are issued with limited lifetimes. Use token refresh flows and securely store client secrets. Rotate credentials regularly.
If an endpoint returns an error, review the HTTP status code, error message, and rate limits. Implement retries with exponential backoff and proper error handling in your integration layer.
Basic connectivity usually does not require coding. You can use built-in mapping templates and no-code automation to connect endpoints and handle data fields.
Endpoint documentation is available in your GHL developer portal and Dynamics 365 API docs. Start with the standard REST endpoints and adjust mappings as needed.
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