Access to the Contacts API requires a secure token. Use OAuth 2.0 where supported, and pass the token in the Authorization header (Bearer
In Zapier, configure OAuth credentials to connect to the GHL Contacts API. Use the same OAuth client details from your GHL account, authorize the Zapier app, and test connections to confirm access. Store tokens securely within Zapier’s connection settings.
Sample endpoints you may use: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, GET /contacts/, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, DELETE /contacts/:contactId/tasks/:taskId, POST /contacts/:contactId/tags. This list is representative; you can enable additional endpoints as needed.
Trigger: new or updated contact in your source app.
Actions: create or update a contact in GHL; fetch related tasks; attach notes; schedule an appointment when needed.
Common methods: POST /contacts/ to create; PUT /contacts/:contactId to update.
Key fields: contactId, email, name, phone, businessId
Trigger: request to fetch or list contacts as needed.
Actions: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes to enrich CRM data.
Common methods: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId
Trigger: when tags or notes change on a contact.
Actions: POST /contacts/:contactId/tags to add or remove tags; update notes; trigger related workflows.
Common method: POST /contacts/:contactId/tags
Key fields: contactId, tag
Automate routine CRM tasks without writing code using a visual Zapier workflow that connects GHL to your apps.
Synchronize contacts, tasks, notes, and appointments across platforms, ensuring data consistency in real-time.
Scale operations quickly by building reusable automations that can be deployed across teams and workflows.
A concise glossary of API concepts and data elements used when connecting GHL’s Contacts API with the Zapier App Connector.
A specific URL that exposes a function of the GHL API and can be called by apps to read or modify data.
The process of proving identity to access the API, typically via OAuth tokens or API keys.
An individual record in the Contacts API representing a person stored in GHL.
A callback mechanism that notifies your app when data changes occur in GHL or connected systems.
Automatically create or update a contact in GHL when a new lead submits a form, then trigger follow-up tasks or notes in Zapier.
When a task is updated in GHL, mirror the change in your project management tool and notify the team via Zapier.
Attach meeting notes and appointment details to the contact in GHL for a complete history.
Create OAuth credentials in GHL and configure them in Zapier to establish a secure connection.
Select the endpoints you need and map GHL fields to your app fields to ensure data flows correctly.
Run test triggers and actions, verify data accuracy, and deploy the workflow to production.
In most setups, you can use the same OAuth credentials for both GHL and the Zapier App Connector, but it is recommended to create a dedicated connection in Zapier for security and management. This keeps access scoped and auditable. Ensure you renew tokens before expiry and rotate credentials on a schedule. The two systems share a trust relationship via tokens, so treat them as a single integration.
Reads (GET) allow you to pull contact data, tasks, notes, and appointments. Writes (POST, PUT, DELETE) let you create or modify contacts, tasks, and tags. Not all endpoints are required for every workflow; choose only what you need and map fields accordingly to avoid unnecessary data transfer.
Rate limits are imposed by the GHL API. When building automations, design with idempotent actions and implement exponential backoff for retries. If you anticipate high volume, contact support to discuss higher quotas or batching strategies.
Yes. You can automate scheduling by creating or updating appointments from Zapier triggers, and synchronizing those appointments back to GHL. This enables seamless meeting management without manual entry.
Errors are surfaced in Zapier task history. Implement robust error handling, including retries, graceful fallbacks, and logging. If a mismatch occurs, verify field mappings and endpoint permissions, then re-run the failed step.
If a contact is deleted in GHL, dependent records such as tasks or notes linked to that contact may become orphaned. Build clean-up rules in Zapier to archive or remove related items when the contact is removed in GHL, if that behavior aligns with your business process.
Notes and tasks can be synced where supported. Notes typically attach to specific contacts, while tasks are linked with due dates and statuses. Map fields thoughtfully to preserve context and ensure accurate syncing across systems.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
