Use your GHL API credentials with the scope contacts.readonly to securely request access and read contact data from the API.
Link Certileads to the Contacts API with proper credentials to allow secure data flow and action execution.
GET /contacts/:contactId — Retrieve a single contact by ID; GET /contacts/:contactId/tasks — List 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 — List appointments for a contact; GET /contacts/ — List all contacts; GET /contacts/business/:businessId — List contacts for a business; contacts.write — permission to write contacts; POST /contacts/ — Create a new 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 as completed; DELETE /contacts/:contactId/tasks/:taskId — Delete a task; POST /contacts/:contactId/tags — Add tags to a contact
Trigger: a new contact is created in the Contacts API, initiating a sync to Certileads.
Actions: create a corresponding contact in Certileads with mapped fields like name, email, and company.
POST /contacts/
id, email, firstName, lastName, phone, company
Trigger: a contact task is marked completed in the Contacts API.
Actions: update the corresponding Certileads contact with task completion data.
PUT /contacts/:contactId/tasks/:taskId/completed
contactId, taskId, completed
Trigger: a tag is added to a contact in the Contacts API.
Actions: apply or map the tag in Certileads to adjust segmentation and workflows.
POST /contacts/:contactId/tags
contactId, tags
No-code data synchronization between Certileads and the Contacts API.
Automated workflows reduce manual data entry and speed up outreach.
Unified analytics and reporting across your tools.
Definitions of core terms, endpoints, authentication flow, and data mapping used in this integration.
Application Programming Interface: a set of rules that lets software applications talk to each other.
Process of verifying identity and granting access to resources.
A specific URL path through which an API can be accessed.
A URL that receives event-driven HTTP requests from other systems.
Automatically assign new Contacts API records to Certileads segments based on attributes like industry or lead score.
Pull notes from Contacts API and attach them to contacts in Certileads to provide richer context for outreach.
Create and sync follow-up tasks in Certileads when tasks are created or completed in the Contacts API.
Obtain the necessary API credentials from GHL and ensure the scope includes at least contacts.readonly. Store credentials securely in Certileads.
Enter the GHL API name (Contacts API) and map fields between systems. Test the connection and verify endpoint access.
Run test transactions, review mapped fields, and adjust mapping as needed to ensure data consistency.
The required scope for reading contacts is typically contacts.readonly. This ensures Certileads can retrieve contact data for synchronization and automation. For write operations, you would request the contacts.write scope, which should be granted with proper security and approval. Always follow best practices for credential storage and rotation.
Yes. Create a dedicated GHL app/API credential for Certileads to isolate permissions and track usage. Store credentials securely and rotate them periodically. Use least-privilege access to minimize risk.
Commonly used endpoints include GET /contacts/:contactId to read a contact, POST /contacts/ to create, PUT /contacts/:contactId to update, and GET /contacts/:contactId/notes or /tasks to pull related data. These form the basis for most CRM automation workflows.
Yes. You can filter and segment by businessId and other fields depending on your data model. Use query parameters and mapping to restrict results to the subset you need for campaigns or workflows.
Webhooks can be authenticated via shared secrets or OAuth tokens depending on your setup. Ensure your webhook URL is secure and verify signatures on receipt.
Rate limits apply to API calls. Plan against expected usage and implement retry logic with backoff. If you hit limits, optimize queries or request higher quotas from your API provider.
You can find more example workflows in the Certileads integration gallery or the API reference docs. Look for sample automations that map common CRM actions to Certileads tasks and notes.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
