Authenticate between GHL and Snapshots API using OAuth 2.0. The saas/location.read scope lets you read location data securely.
Dynamics 365 CRM authentication uses OAuth 2.0 tokens or service-to-service credentials to authorize API calls. Ensure the connected app has read permissions for locations.
Primary endpoint: GET /locations to retrieve location data. Other endpoints are available as needed to support upserts and batch imports.
Trigger: a location change in Dynamics 365 CRM sends a GET /locations call to Snapshots API and updates records instantly.
Actions: map fields from Dynamics 365 to Snapshots and push updates on every change.
GET /locations
Key fields: location_id, name, address, coordinates
Trigger: nightly job pulls all locations from Dynamics 365 and upserts into Snapshots.
Actions: upsert by external_id, handle conflicts, and log results for auditing.
POST /locations/bulk
Fields: external_id, name, status, last_modified
Trigger: manual refresh from GHL to fetch current locations on demand.
Actions: request latest data, map fields, and apply updates to Dynamics 365 CRM in real time.
GET /locations?latest=true
Fields: location_id, updated_at
Automate data syncing with clicks instead of code, reducing manual data entry.
Gain real-time visibility into location data across both systems with reliable field mappings.
Rely on built-in security, scalable workflows, and error handling within a single integration flow.
This guide covers API endpoints, authentication, field mappings, webhooks, and error handling that enable Snapshots API to work with Microsoft Dynamics 365 CRM.
A programmable interface that lets apps request and exchange data.
A specific URL path exposing a defined function in an API.
The process of proving identity to access protected resources.
A lightweight callback that notifies your system when an event occurs.
Automatically trigger actions in Dynamics 365 CRM when location data changes in Snapshots API.
Consolidate location data from Snapshots API into Dynamics 365 CRM dashboards for insights.
Use scheduled checks to flag mismatches and synchronize corrections automatically.
Request or select the saas/location.read scope for Snapshots API access in your GHL app settings.
Set OAuth 2.0 credentials and authorize the connection between GHL and Snapshots API.
Run tests, validate data mappings, and deploy to production with monitoring.
Snapshots API exposes endpoints such as GET /locations to retrieve location data. You can also use bulk endpoints to upsert multiple records. Map the fields from Dynamics 365 CRM to the Snapshots schema to ensure accurate data transfer. Test each endpoint in a staging environment before going live to confirm field alignment and data formats.
Yes. Authentication is required to securely connect GHL with Snapshots API. Use OAuth 2.0 tokens and appropriate scopes (e.g., saas/location.read) to authorize calls. Keep credentials secure and rotate them periodically.
Absolutely. You can tailor field mappings to only bring over the essential data. Define a mapping that aligns Dynamics 365 CRM fields with Snapshots API fields, and validate data types and formats during the test phase.
Real-time capability depends on the chosen pattern. Real-time sync pushes updates as they occur, while batch imports run on a schedule. Both approaches can be monitored for latency and adjusted to your needs.
No heavy coding is required. This integration is designed for no-code/low-code usage within GHL. You configure endpoints, scopes, and field mappings, then test and deploy.
When errors occur, you’ll see retry behavior, detailed logs, and conflict resolution rules. Use batch upserts to re-sync records and audit logs to track what happened.
Monitor sync status and health through GHL dashboards and Snapshots API logs. Set up alerts for failures and review reports to maintain data integrity.
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Complete Operations Catalog - 126 Actions & Triggers
