Use your API credentials or OAuth to authorize BrokerSpot requests to the GHL Contacts API. Keep credentials secure and rotate keys regularly.
BrokerSpot authenticates to GHL via OAuth or API keys, depending on your setup. Ensure the redirect URI and scopes align with the Contacts API requirements.
GET /contacts/:contactId — fetch a contact; GET /contacts/:contactId/tasks — fetch a contact’s tasks; GET /contacts/:contactId/tasks/:taskId — fetch a specific task; GET /contacts/:contactId/notes — fetch notes; GET /contacts/:contactId/notes/:id — fetch a note; GET /contacts/:contactId/appointments — fetch appointments; GET /contacts/ — list contacts; GET /contacts/business/:businessId — fetch by business; POST /contacts/ — create a contact; PUT /contacts/:contactId — update a contact; DELETE /contacts/:contactId — delete a contact; POST /contacts/:contactId/tasks — create a task; PUT /contacts/:contactId/tasks/:taskId — update a task; PUT /contacts/:contactId/tasks/:taskId/completed — mark a task as completed; DELETE /contacts/:contactId/tasks/:taskId — delete a task; POST /contacts/:contactId/tags — add tags to a contact.
Trigger: a new lead is created in BrokerSpot
Actions: upsert the corresponding contact in GHL; optionally create a follow‑up task and log activity
Use POST /contacts/ to create and PUT /contacts/:contactId to update contacts as part of the sync
Key fields to map: name, email, phone, lead_source
Trigger: a note or task is added or updated in GHL
Actions: create or update the corresponding note or task in BrokerSpot and sync status
Paths: PUT /contacts/:contactId/tasks/:taskId; POST /contacts/:contactId/notes
Key fields: contactId, taskId, noteId
Trigger: a tag is added or updated in either system
Actions: mirror tags in the other system to maintain consistent segmentation
POST /contacts/:contactId/tags
Key fields: contactId, tags
Automate data capture from BrokerSpot into GHL without writing code
Real‑time sync of contacts, tasks, notes, and appointments
Centralized reporting and insights across BrokerSpot and GHL
This glossary defines core data elements and processes used when connecting BrokerSpot with the GHL Contacts API, including contacts, tasks, notes, appointments, and tags.
A person stored in the GHL Contacts database with basic identifiers such as name and email.
A to‑do item linked to a specific contact with status and due date information.
A memo or contextual information attached to a contact in GHL.
A label applied to a contact or note to segment and filter data.
Automatically pull external data to enrich a newly created BrokerSpot contact in GHL.
Create and update GHL tasks based on BrokerSpot events to keep teams aligned.
Mirror tags across BrokerSpot and GHL for targeted campaigns and reporting.
Obtain API credentials and grant BrokerSpot access to the GHL Contacts API.
Define mappings for name, email, phone, and related entities like tasks and notes.
Turn on automation rules to sync data and trigger actions without coding.
You can sync core contact data, notes, tasks, and appointments between BrokerSpot and GHL. Use the GET/POST/PUT/DELETE endpoints to pull, create, update, and delete records as needed. The two-way sync enables real-time updates across both platforms.
No heavy coding is required. Use configurable automations, webhooks, and Zapier-style connectors to map fields and trigger actions between BrokerSpot and GHL.
BrokerSpot and GHL support secure OAuth or API key authentication with token rotation and least-privilege scopes to protect data.
Yes. You can map custom fields and apply tags from either side to ensure consistent segmentation.
Start with the core contacts endpoints (GET /contacts/:id, GET /contacts/, POST /contacts/) and extend to tasks, notes, and tags as needed.
Check network status, verify tokens, and test webhooks in a staging environment. Review error messages and retry policies to diagnose failures.
Use the built-in logs and dashboards to monitor sync health, latency, and error rates across BrokerSpot and GHL.
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Complete Operations Catalog - 126 Actions & Triggers
