To use the Contacts API, obtain your API credentials from the GHL developer console and securely store them in your integration settings. Use the API key or OAuth flow to authorize requests.
Approve the connection from DealMachine to the Contacts API by selecting the GHL app in your DealMachine developer settings and granting the required scopes (read-only access in this flow).
– 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
Trigger: A new lead is created or updated in DealMachine triggers a lookup and upsert of the corresponding contact in the Contacts API.
Actions: Upsert using PUT /contacts/:contactId or POST /contacts/ with mapped fields (name, email, phone); optionally create an initial task.
PUT /contacts/:contactId
Mapping: contactId, email, fullName, phone
Trigger: When a task is created or updated for a contact in DealMachine.
Actions: Create or update task in Contacts API with POST /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId.
POST /contacts/:contactId/tasks
Mapping: contactId, taskId, title, dueDate, status
Trigger: A note is added or updated for a contact in DealMachine.
Actions: Create notes in Contacts API via POST /contacts/:contactId/notes.
POST /contacts/:contactId/notes
Mapping: contactId, noteId, content
No-code setup lets you connect DealMachine to the Contacts API in minutes without heavy development.
Bi-directional data sync ensures your contacts, tasks, and notes stay aligned across apps.
Automations reduce manual data entry, freeing time for outreach and follow-up.
Key elements include authentication, endpoints, triggers, actions, and field mappings that drive the integration.
A specific URL and HTTP method used to access or modify a resource in the GHL API.
Security credentials (API keys or OAuth tokens) used to authorize API requests.
An event in one system that starts an automated action in another.
Definition of how fields from DealMachine align with fields in the Contacts API.
Create or upsert a contact in the Contacts API when a new lead is generated in DealMachine.
Create tasks in Contacts API when follow-up is due, ensuring timely outreach.
Sync notes to provide context for sales reps.
Authorize DealMachine to access your Contacts API data.
Link DealMachine fields to the corresponding Contacts API fields.
Run a test sync and monitor results before going live.
You can sync contacts, tasks, notes, and appointments between DealMachine and the Contacts API. The integration respects the defined scopes and will only access the data you authorize.
No coding is required for basic setup. Use no-code connectors and field mapping features. For advanced scenarios, you can add custom fields and automation rules.
Sync frequency can be real-time or near real-time depending on plan and settings. You can trigger sync on create/update events to minimize lag.
Yes. Field mappings are configurable to match your data structure. Map common fields like name, email, and phone, plus custom fields.
If conflicts occur, you can choose a preferred source or merge values. Audit logs help resolve discrepancies quickly.
For common tasks, start with getting a contact, listing a contact’s tasks, then creating or updating tasks. Refer to the endpoint list for additional capabilities like notes, appointments, and tagging.
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