Establish a secure connection by obtaining API credentials, selecting the required scopes, and verifying the token between GHL and CleverReach.
Configure CleverReach to authorize the Opportunities API access, manage tokens, and test connectivity.
Endpoints include: GET /opportunities/search, GET /opportunities/:id, GET /opportunities/pipelines, POST /opportunities, PUT /opportunities/:id, PUT /opportunities/:id/status, DELETE /opportunities/:id
Trigger: when a new opportunity is created or an existing one is updated in GHL
Actions: push key fields to CleverReach contacts or leads and create/update opportunities there
Method/Path: GET /opportunities/search to fetch records, then POST /opportunities in CleverReach to create corresponding records
Key fields: id, name, stage, value, close_date
Trigger: scheduled batch import (e.g., every 15 minutes)
Actions: update CleverReach records using PUT /opportunities/:id/status and related field mappings
Method/Path: GET /opportunities/pipelines to fetch pipelines, then PUT /opportunities/:id to apply status changes
Key fields: pipeline_id, id, status, updated_at
Trigger: manual or button-press action in CleverReach
Actions: create new opportunity via POST /opportunities with mapped fields
Method/Path: POST /opportunities
Key fields: name, amount, stage, source
Automate workflows without writing code to move opportunities into CleverReach campaigns
Real-time syncing reduces manual data entry and errors
Unified analytics and reporting across GHL and CleverReach
Key elements include endpoints, authentication, field mappings, and data pipelines; processes cover authorization, data flow, and testing.
Verifying identity to grant access to API resources securely
A specific URL path in an API that performs an action
A listener that notifies an app when an event occurs
A sequence of stages that an item passes through in a workflow
Route new opportunities to CleverReach campaigns based on stage or value.
Sync opportunity data to enrich CleverReach contact records.
Build dashboards showing pipeline progress within CleverReach.
Obtain credentials and grant permissions for both apps.
Choose endpoints and map fields between GHL and CleverReach.
Run tests, review logs, and go live with monitoring.
No coding is required thanks to no-code connectors. You can map fields and set triggers to automate data flow between CleverReach and the Opportunities API. Use the visual mapping tools to align fields and test triggers without writing a line of code. You can modify mappings as your data schema evolves.
For basic sync, you typically need endpoints like search, get by id, and create/update actions. Ensure proper scopes are granted and monitor rate limits. Use small, batched calls to stay within quotas and implement backoff handling.
Yes. Field mappings are configurable in the connector UI, so you can align opportunity fields with CleverReach contact fields. You can define defaults, transform values, and handle missing data gracefully.
Respect data privacy by minimizing PII storage, using secure connections, and complying with GDPR. Review data retention policies and obtain user consent where required.
Rate limits vary by endpoint; design your workflows with retries and exponential backoff. Cache results where appropriate and stagger requests to avoid burst traffic.
Yes. A sandbox or staging environment is available for testing. Use test credentials to simulate real data flows before going live.
To revoke access, navigate to connected apps, revoke the integration, and re-authenticate if needed. Verify that any webhooks or queued jobs are cleaned up after revocation.
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Complete Operations Catalog - 126 Actions & Triggers
