Authenticate with the Contacts API using secure OAuth2 tokens and the scopes required for reading and writing contact data. This ensures only authorized Privyr actions access your CRM data.
Privyr connects to the Contacts API by exchanging OAuth2 tokens and managing credentials securely. Store tokens safely and refresh them before expiry to maintain seamless access.
1) GET /contacts/:contactId 2) GET /contacts/:contactId/tasks 3) GET /contacts/:contactId/tasks/:taskId 4) GET /contacts/:contactId/notes 5) GET /contacts/:contactId/notes/:id 6) GET /contacts/:contactId/appointments 7) GET /contacts/ 8) GET /contacts/business/:businessId 9) contacts.write 10) POST /contacts/ 11) PUT /contacts/:contactId 12) DELETE /contacts/:contactId 13) POST /contacts/:contactId/tasks 14) PUT /contacts/:contactId/tasks/:taskId 15) PUT /contacts/:contactId/tasks/:taskId/completed 16) DELETE /contacts/:contactId/tasks/:taskId 17) POST /contacts/:contactId/tags
Trigger: a contact is created or updated in Privyr to sync with the Contacts API.
Actions: fetch the contact with GET /contacts/:contactId and update with PUT /contacts/:contactId as needed.
Methods: GET /contacts/:contactId, PUT /contacts/:contactId
Key fields: contactId, email, name, phone
Trigger: when a task is created or updated in Privyr, mirror in GHL under the related contact.
Actions: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, DELETE /contacts/:contactId/tasks/:taskId
Methods: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; DELETE /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, title, dueDate, status
Trigger: a note is added or updated in Privyr to update Contacts notes in the API.
Actions: GET /contacts/:contactId/notes, POST /contacts/:contactId/notes, PUT /contacts/:contactId/notes/:id
Methods: GET /contacts/:contactId/notes; POST /contacts/:contactId/notes
Key fields: contactId, noteId, content
Unified contact data across Privyr and the Contacts API enables seamless workflows with zero custom code.
Automated data sync reduces manual entry and minimizes errors.
Faster onboarding and richer customer insights through centralized data.
Key concepts and processes you’ll use when integrating the Contacts API with Privyr.
A record representing an individual person in your CRM, stored via the Contacts API.
A to-do item attached to a contact for follow-ups and activities.
A text entry attached to a contact to capture context or details.
A URL path for a specific API operation (GET, POST, PUT, DELETE).
Configure Privyr to automatically create or update Contact records in the Contacts API as messages arrive.
Link Privyr tasks to Contact tasks so responsibilities stay aligned across teams.
Attach Privyr notes to Contacts in the Contacts API to preserve context for agents.
Obtain OAuth2 client credentials and configure the required scopes for Contacts API within Privyr.
Map Privyr fields to Contacts API endpoints (contactId, email, notes, etc.).
Run tests, verify data flow, and enable monitoring after going live.
The integration uses OAuth2 for secure authentication between Privyr and the Contacts API, with tokens refreshed automatically to maintain access. Privyr stores credentials securely and scopes are strictly limited to the required read/write operations. If you prefer, you can rotate credentials periodically and monitor token lifecycles in your Privyr settings. Two-factor authentication and least-privilege access are recommended for added security. These measures ensure data remains protected while enabling seamless automation.
Privyr can access a broad set of endpoints in the Contacts API, including retrieving and updating contacts, managing tasks and notes, and handling tags. Typical use cases involve GET /contacts/:contactId to fetch records, POST /contacts/ to create, and PUT /contacts/:contactId to update. You can also manage tasks via /contacts/:contactId/tasks and notes via /contacts/:contactId/notes. Mapping and flow design should reflect your CRM schema and Privyr workflows.
Common mappings include contactId, email, name, and phone as core identifiers. Tasks map to taskId, title, dueDate, and status, while notes map to noteId and content. You can extend mappings to custom fields as needed. Establish clear field mappings in Privyr settings to ensure data stays synchronized across systems and to support accurate reporting.
Rate limits depend on your GHL API plan. Implement exponential backoff and retry strategies in Privyr for transient errors. Monitor API usage in the Privyr dashboard and set alerts for spikes. If you hit a limit, retry after the recommended interval and consider batching requests where appropriate to maintain reliability.
Yes. The data flow can be customized by adjusting which endpoints are invoked, the fields mapped, and the trigger events within Privyr. You can tailor the sync to update only specific contact fields, or to run tasks and notes updates under certain conditions. Begin with a minimum viable flow and expand as you validate stability and business value.
No-code options are available through Privyr’s built-in connectors. You can configure OAuth2, field mappings, and endpoint selections in the Privyr UI without writing code. For advanced automations, you can supplement with Zapier or other automation tools, but the core integration remains no-code friendly.
Logs are available in the Privyr diagnostics area. You can filter by API endpoint, operation, and time range to diagnose errors. If issues arise, check token validity, endpoint permissions, and field mappings first, then consult the activity logs for detailed request/response data.
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