Obtain proper API credentials, grant scope, and exchange tokens to enable secure access between SignUpGenius and the GHL Contacts API.
Complete the OAuth flow or API key setup in SignUpGenius to allow the app to read and write contact data via the Contacts API.
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; GET /contacts/:contactId?fields=…; 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
When a new or updated contact is created in SignUpGenius, fetch the contact via GET /contacts/:contactId to populate details in your CRM and task queue.
Use GET /contacts/:contactId/tasks to pull related tasks and assign them to the contact in SignUpGenius; update notes as needed.
GET /contacts/:contactId
contactId, name, email, phone, tasks, notes
Changes in SignUpGenius task status trigger updates via PUT /contacts/:contactId/tasks/:taskId
Mark tasks complete using PUT; create new tasks with POST /contacts/:contactId/tasks; monitor progress.
PUT /contacts/:contactId/tasks/:taskId
contactId, taskId, status, dueDate
Note updates or tag changes in SignUpGenius trigger syncing with the Contacts API
POST /contacts/:contactId/notes; POST /contacts/:contactId/tags
contactId, noteId, tag
Automate data sync between SignUpGenius signup data and your CRM to save time.
Eliminate manual entry through real-time updates and bi-directional data flow.
Improve lead nurture with richer contact context and task tracking.
Core elements include Contacts, Tasks, Notes, Tags, and how to use endpoints to read and write data.
An individual in SignUpGenius/Contacts who can have associated tasks, notes, and tags.
A URL path in the API used to read or modify data.
A to-do item linked to a contact, used to track activities.
Free-text notes attached to a contact for context.
Automatically create tasks when a new contact signs up, assign owners, and set follow-ups.
Tag contacts based on signup source or interest to tailor outreach.
Attach notes detailing signup activity to improve follow-up.
Set up OAuth or API key to grant SignUpGenius access to your Contacts data.
Define which SignUpGenius fields map to contact fields in the API and select endpoints for reads and writes.
Run tests, validate data flow, and monitor for errors to ensure reliable automation.
You can sync core contact data, associated tasks, notes, and tags between SignUpGenius and your CRM using the Contacts API. Typical workflows include pulling a contact’s details, their tasks, and any notes to keep your team aligned. You can also push updates from SignUpGenius to the CRM to maintain consistency. Start by authorizing access and mapping fields to the corresponding API endpoints. Then test with a sample contact to verify data integrity.
No extensive coding is required. This integration is designed as a no-code or low-code connector, using OAuth or API keys for authentication and simple field mappings to connect SignUpGenius with the Contacts API. If you do need custom logic, you can add lightweight automation rules on top of the API calls.
Key endpoints include GET /contacts/:contactId for retrieval, GET /contacts/:contactId/tasks for tasks, POST /contacts/ for creation, and POST /contacts/:contactId/tags for tagging. For updates, use PUT /contacts/:contactId and PUT /contacts/:contactId/tasks/:taskId to modify data. These endpoints cover most common sync scenarios.
Connections use standard security practices such as OAuth or API keys, HTTPS transport, and scoped access. Ensure you grant the minimum required permissions for your use case and rotate credentials regularly. Monitor for unusual activity via your API provider’s dashboard.
Yes. Bi-directional sync is possible by implementing writes from SignUpGenius to the Contacts API (and vice versa). Map fields carefully and set up webhooks or polling to keep data consistent across systems.
If you encounter errors, start with checking the HTTP status codes and error messages returned by the API. Verify authentication, endpoint paths, and field mappings. Review rate limits and retry with exponential backoff if needed. Consult logs to pinpoint where data may be diverging.
Rate limits depend on the GHL plan and API configuration. If you anticipate high volumes, consider batching requests, staggering calls, and implementing error handling to avoid hitting limits. Contact support if you consistently exceed quotas.
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