Use OAuth 2.0 with the Contacts API scope set to read-only by default (e.g., scope: contacts.readonly). Request additional scopes only as needed and test tokens in a sandbox before going live.
Zapier App Connector authenticates to your GHL account using OAuth 2.0. When you create the connection, authorize the app to access Contacts data within your GHL workspace.
Core read endpoints: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes, GET /contacts/:contactId/notes/:id, GET /contacts/:contactId/appointments, GET /contacts/, GET /contacts/business/:businessId. Write endpoints: 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.
Trigger: a contact is created or updated in Contacts API.
Actions: Create or update a contact in GHL, add notes, and attach tasks from Zapier.
PUT /contacts/:contactId
contactId, name, email, phone, tags
Trigger: when a new task is created for a contact in Contacts API.
Actions: Create or update tasks in Contacts API; update task status or due date from Zapier.
POST /contacts/:contactId/tasks
contactId, taskId, title, dueDate, status
Trigger: a new note is added to a contact in Contacts API.
Actions: Create notes in Contacts API with content and link to contact.
POST /contacts/:contactId/notes
contactId, noteId, content
Fast setup with no code required to automate CRM tasks.
Automated data sync between Cloudbeds contacts and your workflows.
Scalable, repeatable processes across teams and departments.
Key elements include APIs, endpoints, authentication, data mapping, and workflow automation. Understand how data moves between GHL and Zapier App Connector.
Application Programming Interface — a set of rules and protocols that lets apps talk to each other.
OAuth 2.0 is an authorization framework that lets apps access resources on behalf of a user or service without exposing credentials.
A webhook is a callback URL that receives real-time updates when something changes in an integrated system.
An API endpoint is a URL where a resource can be accessed or manipulated.
Capture new leads from forms and automatically create or update Contacts in the CRM, then trigger welcome tasks and notes.
When a new support ticket is opened in Cloudbeds, create a related task in Contacts API and notify assignees.
Summarize important notes into contact records and schedule follow-up reminders.
In Zapier, choose Connect GHL and authorize with the Contacts API scope.
Match contact fields between Cloudbeds data and your Zapier app fields to ensure accurate transfers.
Run test calls, verify data integrity, and enable the workflow for your team.
The Contacts API lets apps read and manage contact data within your GHL workspace. It supports retrieving contact details, notes, tasks, and more. You can leverage this API to automate CRM workflows and keep records in sync with other systems. The authentication workflow uses OAuth 2.0, with the ability to request specific scopes such as contacts.readonly for safe reads and progressively request additional permissions as needed.
To read contacts, you’ll need the appropriate scope granted in your OAuth token (contacts.readonly or higher). Ensure your app requests read access narrowly and follows least-privilege principles. If write access is needed, request POST/PUT endpoints with proper approvals and auditing.
Yes. You can create or update contacts from Zapier using POST and PUT endpoints. Map fields carefully to ensure data consistency. Implement idempotent actions where possible to avoid duplicate records.
In Zapier, run a test action or trigger and verify the data in GHL. Use sandbox data to avoid unintended changes. Review the response payload and confirm fields align with your mapped schema.
Core endpoints for read and write include GET, POST, PUT, and DELETE for contacts, tasks, notes, and tags. See the list above for the exact paths and required parameters. Always validate required fields in each call.
There are rate limits per minute/hour depending on your GHL plan. If hitting limits, implement batching and back-off in your Zapier workflows. Consider staggering triggers and using deduplication strategies.
Yes. You can map custom fields by creating corresponding fields in Zapier and in GHL, then map them in the action fields. Use consistent data types and validate on both ends to avoid casting errors.
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