Use OAuth 2.0 or an API key as required by GHL. Ensure your app has the contacts.readonly scope and grant permissions to read contacts.
Create an OAuth client in Agent 3000 settings, configure redirect URIs, and grant the Contacts API permission for Agent 3000.
GET /contacts/:contactId — Retrieve a contact GET /contacts/:contactId/tasks — Retrieve tasks for a contact GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task GET /contacts/:contactId/notes — List notes for a contact GET /contacts/:contactId/notes/:id — Retrieve a specific note GET /contacts/:contactId/appointments — Get appointments for a contact GET /contacts/ — List contacts GET /contacts/business/:businessId — Get contacts for a business contacts.write — Scope for writing contacts POST /contacts/ — Create a contact PUT /contacts/:contactId — Update a contact DELETE /contacts/:contactId — Delete a contact POST /contacts/:contactId/tasks — Create a task for a contact PUT /contacts/:contactId/tasks/:taskId — Update a task PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task completed DELETE /contacts/:contactId/tasks/:taskId — Delete a task POST /contacts/:contactId/tags — Add tags to a contact
Trigger: a contact field changes in Agent 3000
Action: update the contact in GHL via PUT /contacts/:contactId
PUT /contacts/:contactId
contactId, updated fields (e.g., name, email, phone)
Trigger: new contact created in GHL via webhook
Action: create contact in Agent 3000 with POST /contacts/
POST /contacts/
name, email, phone
Trigger: updates in either system require sync
Action: propagate changes to the other system
PUT /contacts/:contactId and PUT /contacts/:contactId/tasks/:taskId
contactId; fields to sync; lastUpdated
No-code setup lets you connect quickly without writing server code.
Automated data flow reduces manual data entry and mistakes.
Centralized data access across your apps.
This glossary defines key terms and processes used in the integration guide and helps you navigate the setup.
Application Programming Interface that enables access to GHL Contacts data from external apps
Authorization framework that grants Agent 3000 scoped access to GHL resources without sharing passwords
A callback URL you provide to receive real-time notifications about changes in GHL data
A specific URL path used to access a resource in the GHL API
Trigger tasks in Agent 3000 when a new contact signs up in GHL to nurture leads automatically.
Combine notes, tasks, and appointments into a unified contact timeline in Agent 3000.
Feed GHL data into Agent 3000 dashboards to visualize engagement and health score.
Create credentials in the GHL developer console and obtain client ID and secret.
Request the contacts.readonly scope and set redirect URIs to Agent 3000 endpoints.
Run test accounts to validate data flows, monitor logs, and then go live.
To access contacts you will typically need at least read permissions. The exact scope is defined by GHL and your app configuration. Ensure your token includes contacts.readonly or contacts.write as needed. If your use case requires updating data, request the appropriate scopes and handle token refreshing as part of the OAuth flow. If you encounter insufficient permissions, review your app’s granted scopes in the GHL developer console and re-authenticate to refresh tokens with the new scopes.
Yes, read and write access can be enabled depending on the scopes granted to your app. Use read-only for listing and viewing and switch to write scopes when you need to create or update contacts, tasks, notes, or tags. Always follow the principle of least privilege and request only the scopes you truly need. For robust operations, implement proper error handling and token management to avoid partial updates.
Real-time data sync depends on the chosen triggers and webhooks. With proper webhook configuration, changes in GHL can trigger immediate actions in Agent 3000, and vice versa. Some endpoints may operate with short polling or batched syncing in high-traffic scenarios. Always monitor webhook delivery status and implement retry logic to maintain data consistency.
If a contact is deleted in one system, your integration should either orphan the record in the other system or delete/suppress it based on your workflow. Implement a conflict resolution policy and keep audit logs. Consider soft deletes where possible to preserve history until you confirm permanent removal.
While you can configure many flows without coding, a basic understanding of API concepts helps. The integration uses standard REST endpoints and OAuth 2.0. No heavy server-side code is required if you leverage no-code/low-code automation tools or the Zapier App Connector.
The read-only by default endpoints include listing contacts and retrieving contact details. Write operations require explicit write permissions in OAuth scopes and API keys. Always verify the app permissions and endpoint access in the GHL developer console before enabling writes.
Authentication failures usually stem from expired tokens, invalid client IDs, or missing redirect URIs. Re-authenticate the app, refresh tokens, and confirm that the correct scopes are granted. Check logs for error codes and ensure your sandbox endpoints are correctly configured during testing.
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Complete Operations Catalog - 126 Actions & Triggers
