Authenticate with the Opportunities API using your API key or OAuth credentials. Ensure the scope opportunities.readonly is granted to access opportunity data.
In ActiveTrail, create an app connection and securely store client credentials to authorize requests to the Opportunities API and map fields between both systems.
– GET /opportunities/search: Search opportunities – GET /opportunities/:id: Retrieve a specific opportunity – GET /opportunities/pipelines: List pipelines – POST /opportunities: Create a new opportunity – PUT /opportunities/:id: Update an opportunity – PUT /opportunities/:id/status: Change status – DELETE /opportunities/:id: Delete an opportunity – GET /opportunities/:id/details: Get extended details – Additional endpoints are available in the API reference.
Trigger: a new opportunity is created or updated in GHL and automatically enrolls the contact in an ActiveTrail nurture sequence.
Actions: update contact fields, tag the contact, and enroll in a targeted campaign based on the opportunity stage.
Method path examples: POST /opportunities to create, PUT /opportunities/:id to update, GET /opportunities/search to look up records.
Key fields include opportunity_id, contact_id, pipeline, stage, status, and value.
Trigger: when a pipeline stage changes, update the contact’s segmentation and trigger a follow-up sequence.
Actions: modify tags/segments, enqueue contacts into appropriate campaigns, and log engagement.
Method path: PUT /opportunities/:id/status to reflect stage movement.
Key fields: opportunity_id, contact_id, status, pipeline, stage.
Trigger: an opportunity is won or closed, sending a personalized message and updating records.
Actions: trigger win-analytics emails, update CRM notes, and reallocate the contact to post-sale campaigns.
Method path: POST /opportunities to create won deals; PUT /opportunities/:id to mark as won.
Key fields: opportunity_id, contact_id, status, won_amount.
Automate handoffs from sales to nurturing without writing a line of code.
Get real-time data sync between opportunities and campaigns for timely messaging.
Leverage opportunity data to segment audiences and personalize content.
A quick glossary of terms used in this guide to help you implement the ActiveTrail–GHL connection.
A potential sale tracked in your CRM, moving through pipelines and stages.
A collection of stages that represent your sales process.
A step within a pipeline indicating progress toward closing a deal.
A URL endpoint that receives real-time event data from GHL.
Automatically enroll new GHL opportunities in an ActiveTrail welcome sequence to accelerate onboarding.
Map pipeline stages to ActiveTrail tags or segments for personalized follow-ups.
Trigger re-engagement flows when opportunities stall or move to a revive stage.
Collect your GHL API key and ActiveTrail client credentials, and store securely.
Set the required scopes (for example, opportunities.readonly) and authorize the app.
Map contact and opportunity fields between GHL and ActiveTrail, then run end-to-end tests.
No extensive coding is required for basic use; you can leverage prebuilt connectors and webhooks. For advanced flows, you can customize field mappings and create conditional actions via the API.
For basic syncing, use endpoints like GET /opportunities/search, GET /opportunities/:id, and GET /opportunities/pipelines to pull data and inspect records. To push updates, use POST /opportunities and PUT /opportunities/:id as needed.
OAuth2 is recommended for secure authentication; API keys can be used in trusted environments. The integration supports both methods depending on your security needs.
Yes. You can map standard fields (email, first/last name) and custom fields; use ActiveTrail tags or segments to reflect opportunity status and stage.
Data can sync in real time via webhooks or on a scheduled cadence. You can enable event triggers to push updates instantly or batch them as needed.
If a sync fails, the system retries automatically and logs the error. You can re-run the flow after addressing the issue.
API documentation is available in the developer portal and within your GHL account’s endpoint reference for the Opportunities API.
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