To connect Sansan to the Contacts API, create an integration in GHL and authorize access using OAuth 2.0 with the scope: contacts.readonly. This ensures read access to contact data from Sansan.
In Sansan, generate an API key or set up an OAuth client and grant the necessary scopes to allow the GHL app to access your contact data through the Contacts API.
Key endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, and more as listed below.
Trigger: whenever you need the latest contact details from Sansan to populate your CRM records.
Actions: fetch contact data, map fields (name, email, company), and write back to your CRM or downstream apps.
GET /contacts/:contactId
Key fields: contactId, name, email, company, role
Trigger: when a notable change occurs in Sansan (new task, updated contact).
Actions: create tasks in the Contacts API, update task status, and attach notes.
POST /contacts/:contactId/tasks
Key fields: taskId, title, dueDate, status, assignee
Trigger: new or updated notes in Sansan.
Actions: create or update notes in Contacts API, apply tags for context.
POST /contacts/:contactId/notes
Key fields: noteId, content, author, timestamp, tags
Faster onboarding with prebuilt templates and triggers that require no coding.
Automated data synchronization reduces manual data entry and keeps systems in sync.
Unified view of contact activity across Sansan and your CRM for better decision making.
Key data elements include contacts, tasks, notes, and tags. Core processes cover authentication, endpoint usage, data mapping, and error handling.
An Application Programming Interface that allows apps to talk to each other and access data.
A specific URL path that performs a function within an API
An authorization standard used to grant access without sharing passwords.
A callback URL that notifies your app about events in real time.
Automatically pull new Sansan contacts and create records in the Contacts API to keep your CRM current.
Trigger task creation when important fields change in Sansan.
Sync Sansan notes to CRM notes with tags and contextual links.
Set up OAuth in Sansan and grant the Contacts API scope to authenticate requests.
Map Sansan endpoints to GHL actions and ensure correct field mappings.
Run test requests and verify data flows between Sansan and the Contacts API.
In most cases, you can set this up with no code using the built-in connectors. This guide shows templates and step-by-step instructions to configure the integration quickly. If you need custom logic, small scripts or zaps can be added without disrupting the baseline workflow.
You can read core contact data such as name, email, company, and phone, plus related tasks and notes depending on your mappings. The exact fields depend on how you map endpoints in GHL. Using the endpoints listed, you can tailor data retrieval to your CRM requirements.
Authentication uses OAuth 2.0; keep credentials secure and rotated. Use least-privilege scopes (e.g., contacts.readonly). Always use secure storage for tokens and monitor access logs for unusual activity.
For basic sync, you typically need read endpoints like GET /contacts/:contactId and GET /contacts. Write endpoints (POST/PUT/DELETE) are required for updating notes, tasks, or creating new records as needed. Start with read-only calls and expand as your workflow requires.
Data synchronization can be near real-time if webhooks are available and configured, or it can run on a schedule (e.g., every 15 minutes). The cadence depends on your plan and webhook support. Test the timing to balance freshness with API rate limits.
Yes. You can push updates back to Sansan using POST/PUT endpoints for notes, tasks, and contacts, provided you have the necessary permissions. Map changes in GHL to the corresponding Sansan actions. Always validate write operations in a staging environment first.
API keys and OAuth credentials are managed in Sansan under developer settings. In GHL, configure the app connection to use those credentials and apply the required scopes. Keep credentials secure and rotate periodically.
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