Authenticate requests with your GHL API credentials and the required scope, typically using an API key or OAuth token. Ensure the scope includes contacts.readonly for read access.
Use your ClubPlanner credentials to authorize API calls routed through the GHL Contacts API, keeping tokens secure.
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; contacts.write; 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
Triggered when a new contact is added in ClubPlanner
Create or update the contact in GHL, apply tags, and optionally create initial tasks.
POST /contacts/ (to create) or PUT /contacts/:contactId (to update) in GHL
name, email, phone, and any custom fields used in ClubPlanner.
Triggered when a contact’s task is created or updated in ClubPlanner
Create or update GHL tasks via /contacts/:contactId/tasks; optionally mark as completed; mirror status.
POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
title, dueDate, status, and priority.
Triggered when a contact note is added or updated in ClubPlanner
Create or update notes in GHL via /contacts/:contactId/notes; apply or update tags as needed.
POST /contacts/:contactId/notes and PUT /contacts/:contactId/notes/:id
content, date, and note type.
Faster onboarding by syncing key contact data without writing code.
Automated workflows reduce manual data transfer and human error.
A unified customer view across ClubPlanner and GHL improves decision making.
This section explains core elements (API, endpoints, authentication, triggers) and the processes to connect ClubPlanner with the GHL Contacts API.
Application Programming Interface: a set of rules that enables software components to communicate.
A specific URL path and method to perform an action in an API.
A callback URL that notifies your system about events in real time.
A standardized authorization framework to grant access without sharing passwords.
Route new contacts in ClubPlanner to the correct GHL pipeline and tag them for follow-up.
Automatically enrich contact records with notes and appointments from GHL.
Create cross‑system tasks that align sales activities in both platforms.
Obtain your GHL API key and ensure the correct scope, then configure ClubPlanner to use them.
Set up endpoints for contacts, tasks, and notes in your Zapier workflow.
Create a test workflow in Zapier to validate data flow and error handling.
Authentication uses GHL API credentials and the required scope. Typically you’ll use an API key or OAuth token, and ensure the scope includes contacts.readonly for read access. Securely store tokens and rotate them regularly. Use environment-secured methods to inject credentials into your Zapier workflows. For production apps, consider segregating credentials by environment and monitor access with least-privilege principles.
The available endpoints cover reading, creating, updating, and deleting contacts, as well as managing tasks, notes, appointments, and tags. Use GET to fetch data, POST to create, PUT to update, and DELETE to remove records. Leverage these endpoints within Zapier to automate data flow between ClubPlanner and GHL without writing code. Refer to the endpoint list in the guide to pick exactly the paths you need for your automation scenarios.
To avoid duplicates, implement idempotent upserts using a unique identifier (such as email or a mapped external ID). Use PUT for updates to existing records and POST only when creating new ones. Maintain a mapping layer so repeated runs don’t create duplicate contacts or tasks. Test with representative data to confirm deduplication behavior before going live.
By default, key fields include name, email, phone, and any ClubPlanner custom fields you map. Additional data like notes and tags can be synced as needed. You can customize the fields in your Zapier templates or mappings to suit your workflow. Always validate field formats (email, phone) to avoid sync errors.
Handle errors with retry logic and exponential backoff. Use Zapier’s built-in retry settings and monitor logs for failures. Implement token refresh handling and structured error messages to diagnose problems quickly. Consider setting up alerting for repeated failures to prevent silent data issues.
No heavy coding is required. This setup relies on Zapier, webhooks, and standard API calls. You’ll configure triggers, actions, and mappings in a no-code workflow. If you need occasional scripting, lightweight code blocks can be used, but it isn’t required for core syncing.
API call logs are available in Zapier task history and in GHL audit logs (where applicable). Use these logs to verify data flow, identify errors, and confirm successful synchronizations. Regularly review logs as part of your maintenance routine.
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Complete Operations Catalog - 126 Actions & Triggers
