Authenticate requests to GHL endpoints with an API key or OAuth token and securely store credentials in vaults.
Authenticate Attio API calls with a token or OAuth credentials and follow Attio security best practices.
Major endpoints include fetching contacts, their tasks notes and appointments creating and updating contacts and tasks and tagging. Use these to build reliable sync flows between Attio and GHL.
Trigger: Attio contact updated prompts a sync to GHL to keep data aligned
Actions: map fields to GHL contact then update notes and tasks as needed
GET /contacts/:contactId
Key fields: contactId name email phone
Trigger: new or updated lead in GHL creates or updates a contact in Attio
Actions: push profile data notes and tags to Attio
POST /contacts/
Key fields: name emailId source
Trigger: scheduled batch in GHL pulls Attio contacts list
Actions: upsert many contacts set tags notes and tasks
PUT /contacts/bulk
Key fields: contactId lastModified status
Automate data flow without custom code
Faster setup with prebuilt triggers
Clear field mappings reduce errors
Understand endpoints fields webhooks tokens and mapping techniques to optimize the integration
A specific URL and HTTP method used to access a function of an API
An access token granted after user authorization
A callback that notifies your system of an event
Correspondence between fields in Attio and GHL
Set up a weekly crawl that discovers new or updated Attio contacts and brings them into GHL with key fields mapped
Create tasks in Attio from important events in GHL to keep teams aligned
Tag Attio contacts in GHL based on engagement and lifecycle stage
Collect Attio API token and GHL API key from secure vaults
Enable the mapping and test endpoints for contacts notes tasks and more
Run end to end tests verify data sync and monitor logs
No coding is required for basic synchronization. Use the UI and prebuilt triggers to connect Attio to GHL. For complex mappings you may need a developer to adjust field mappings and webhooks.
You can sync core contact fields notes tasks and tags. You can also push updates from GHL to Attio and vice versa.
Credentials are stored securely using encryption and vaulting. Rotate tokens every 90 days and restrict access by role.
Yes, map each Attio field to the corresponding GHL field. Use examples in the guide to ensure data types match.
Consult the API docs for rate limits. If you approach the limit, spread requests or use batching.
Yes. Use a sandbox in Attio and a test workspace in GHL to validate integration before going live.
Start with a small subset of contacts, then broaden once the initial sync is verified.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers