Authenticate via OAuth 2.0 with the required scope of contacts.readonly to fetch contact data. Use stored access tokens securely and refresh them before expiry to ensure uninterrupted syncing between PayPal and the Contacts API.
Secure your PayPal app using OAuth 2.0 client credentials. Treat client secret as confidential and rotate credentials regularly. The connection uses these credentials to request access tokens for data exchange with the Contacts API.
Available 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, 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 new PayPal customer is created or a PayPal customer profile is updated.
Actions: Upsert the contact using POST /contacts/ or PUT /contacts/:contactId, then optionally create a welcome task or attach a PayPal tag.
Method path: POST /contacts/ to create, or PUT /contacts/:contactId to upsert a matching record.
Key fields: email, PayPal customerId, fullName
Trigger: PayPal profile updated (name, email, or address).
Actions: Update the Contacts API record with changed fields; add a note about the change.
PUT /contacts/:contactId
Fields: email, phone, address, status
Trigger: PayPal payment completed or refund issued.
Actions: Create a task in Contacts API (POST /contacts/:contactId/tasks) with title and due date; assign to a team member.
POST /contacts/:contactId/tasks
Fields: taskId, title, dueDate, status
Automate data flow without writing code to keep contact records in sync and reduce manual entry.
Leverage real‑time PayPal events to trigger CRM updates and customer outreach.
Create a unified view of customer activity across PayPal and your CRM without custom development.
This section defines core terms and concepts used in the integration: contacts, endpoints, authentication, triggers, actions, mappings, and error handling, plus how they work together in the PayPal and Contacts API flow.
A Contact is a person or organization in the Contacts API, created or updated from PayPal data.
An API endpoint is a specific URL path used to retrieve or modify data, such as GET /contacts/:contactId or POST /contacts/.
An API is a set of rules allowing apps to talk to each other; the Contacts API and PayPal expose endpoints for data exchange.
A webhook is a callback URL PayPal can use to notify of events; in this flow, you can map those events to actions in GHL.
When a new PayPal customer signs up, automatically create or upsert a contact in the Contacts API and send a welcome task or email.
Trigger reminders when a major PayPal payment occurs, prompting follow-up or onboarding steps in the CRM.
Tag or segment contacts by lifetime value from PayPal to tailor campaigns in your marketing workflows.
Set up OAuth 2.0 credentials for both systems and grant the necessary scopes, then test the connection.
Create a field map from PayPal data (email, name, customerId) to Contacts API fields.
Create automations that run on PayPal events, updating contacts and creating tasks as needed.
Both sides require secure OAuth 2.0 authentication. The integration uses OAuth 2.0 with the contacts.readonly scope to fetch contact data from the Contacts API and verify permissions. Store access tokens securely and refresh before expiry to ensure uninterrupted syncing between PayPal and the Contacts API. If you’re using the Zapier App Connector, configure a dedicated connection that automatically refreshes tokens and preserves user data, and ensure proper permissioning on the PayPal app as well.
Common endpoints include POST /contacts/ to create, PUT /contacts/:contactId to update, GET /contacts/:contactId to fetch details, and POST /contacts/:contactId/tasks to create tasks. For PayPal events, you will typically read and update contact data with GET /contacts/:contactId and PUT /contacts/:contactId, while you may fetch a list with GET /contacts/.
Rate limits apply per API and per app; plan for bursts when syncing new customers. To optimize, batch updates and implement backoff strategies; consider using webhooks to reduce polling where possible.
Log errors, inspect HTTP status codes, and implement retries with exponential backoff. Use idempotent requests (PUT/POST) and map retries to tasks; notify admins on repeated failures.
Yes, you can trigger tasks in the Contacts API when PayPal events occur using POST /contacts/:contactId/tasks. Map event types to task titles and due dates; configure follow-ups for subscription renewals, refunds, and other notable events.
Align PayPal fields to Contacts API fields (email, name, customerId). Ensure unique identifiers and consider formatting for phone, address, and date fields; handle null values gracefully and set sensible defaults.
Check the documentation for sample payloads, especially the contact upsert and task creation templates. Use the starter templates as a baseline and customize mappings for PayPal data and your CRM schema.
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