Authenticate requests with OAuth 2.0 using a client ID and secret. Limit the scope to contacts.readonly to fetch contact data safely.
Configure Concord CLM to use the access token from GHL when calling the Contacts API. Store credentials securely and rotate keys as part of your security rhythm.
Key endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/, GET /contacts/business/:businessId, 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. Use only the endpoints you need to keep the integration lean.
Trigger: when a contact is created or updated in Concord CLM.
Actions: fetch GET /contacts/:contactId to retrieve profile data and map fields into Concord CLM.
GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: when a task is created or updated for a contact.
Actions: fetch GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to enrich contact records.
GET /contacts/:contactId/tasks
Key fields: taskId, status, dueDate
Trigger: when a business record is updated or a new business is added.
Actions: call GET /contacts/business/:businessId to retrieve all related contacts and counts.
GET /contacts/business/:businessId
Key fields: businessId, contactCount
Fast setup with drag‑and‑drop workflows and prebuilt actions, no coding required.
Keep data synchronized across apps with real‑time or scheduled syncs.
Reduce manual data entry by centralizing contact data in Concord CLM.
Definitions of API endpoints, triggers, actions, and data mappings used in this integration.
A specific URL path in the GHL Contacts API used to access or modify data.
An event that starts a workflow or automation in GHL or Concord CLM.
The process of verifying identity and permissions to access the API.
Permissions granted to an app to access specific resources in GHL.
Set up an onboarding flow that creates or enriches a Concord CLM contact whenever a new contact is added in GHL.
Automatically generate Concord CLM tasks when engagement milestones occur in GHL.
Sync contact data for dashboards showing lifecycle metrics and engagement scores.
Register your app in GHL developer settings, note the client ID and secret, and set your redirect URI.
Set scope to contacts.readonly and map needed endpoints (e.g., GET /contacts/:contactId, GET /contacts/:contactId/tasks).
Test with sandbox tokens, verify data flow, then deploy to production and monitor.
Authentication is performed using OAuth 2.0. Your app obtains an access token from GHL with a client ID and secret. Use the token in API requests and keep it secure. When you request data, include the access token in the Authorization header as Bearer
Key endpoints include /contacts/:contactId, /contacts/:contactId/tasks, /contacts/:contactId/notes, /contacts/business/:businessId, and /contacts/. You can fetch and map contact data into Concord CLM and respect rate limits. Use pagination if provided by the API.
No‑code automation is supported for typical use cases through GHL’s workflow tools and Concord CLM’s automation features. For most scenarios, you can build the integration without writing code. If you need advanced data transformations, lightweight middleware can be introduced, but it’s not required for standard flows.
Readonly access allows reading contact profiles, tasks, notes, and engagement data. Writing or updating data requires additional scopes such as contacts.write and proper permissions. Use caution and ensure security approvals when elevating access.
Common errors include invalid or expired tokens, missing scopes, and rate limit hits. Implement token refresh, verify client permissions, and apply exponential backoff for retries to maintain reliability.
With readonly scope, writing is not allowed. If your use case requires updates, request elevated permissions from GHL and update your app configuration accordingly, following security best practices.
Test builds with sandbox credentials to validate authentication and data mapping. Confirm fields align between GHL and Concord CLM, then roll to production with monitoring and alerting in place.
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Complete Operations Catalog - 126 Actions & Triggers
