To begin, obtain credentials with a scope that includes contacts.readonly (and write if needed). In the GHL developer portal, create an API key or OAuth client, then test requests against the GHL API. Store credentials securely and connect them to Zapier’s GHL integration.
In Zapier, add the GHL credentials to your account connection, select the correct workspace, and authorize the requested scopes. Ensure the connection includes read access to contacts and, if your workflows modify data, write access as well.
GET /contacts/:contactId — Retrieve a contact’s profile and core fields. GET /contacts/:contactId/tasks — List tasks for a contact. GET /contacts/:contactId/tasks/:taskId — Get a specific task for a contact. GET /contacts/:contactId/notes — List notes for a contact. GET /contacts/:contactId/notes/:id — Get a specific note. GET /contacts/:contactId/appointments — Retrieve appointments for a contact. GET /contacts/ — List contacts in your account. GET /contacts/business/:businessId — List contacts for a specific business. contacts.write — Write permission required to create or update 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 new task for a contact. PUT /contacts/:contactId/tasks/:taskId — Update a task. PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task completed. DELETE /contacts/:contactId/tasks/:taskId — Delete a task. POST /contacts/:contactId/tags — Add tags to a contact.
Trigger: New or updated contact in GHL
Actions: Get contact, fetch tasks and notes, and push data to downstream apps like CRMs, spreadsheets, or your marketing tools.
GET /contacts/:contactId
Key fields: contactId; optional fields to include related tasks, notes, or appointments as part of a single response.
Trigger: Task created or updated for a contact
Actions: List tasks, create new tasks, update status, or mark completed in connected apps
GET /contacts/:contactId/tasks
Fields: contactId, taskId, status, dueDate
Trigger: External system updates contact data
Actions: PUT /contacts/:contactId to update, then propagate changes to Zapier-connected apps
PUT /contacts/:contactId
Fields: contactId, updatedAttributes (name, email, phone, custom fields)
Build powerful automations without writing code. Connect GHL data to Zapier flows in minutes.
Keep your teams aligned by syncing data across CRM, email, and support tools automatically.
Test, deploy, and monitor workflows with a visual builder and built-in troubleshooting.
Key elements include endpoints, authentication, triggers, actions, and fields. Understanding these helps you design scalable automations.
Application Programming Interface — a set of rules that enables apps to talk to each other and exchange data.
A specific URL in an API that performs a function or returns data.
A secure authorization framework that lets apps access data on behalf of a user without sharing credentials.
A way for an app to push real-time data to another app when an event occurs.
Pull contact details from GHL and push enriched data to your CRM, Google Sheets, or marketing tools in real time.
Auto-create tasks in response to contact changes, ensuring your team stays aligned.
Sync contact-level data to a BI tool or spreadsheet for insights.
Connect your GHL account in the Zapier App Connector and grant the necessary scopes (e.g., contacts.readonly).
Choose triggers like contact updates and actions like create or update tasks, notes, or tags.
Run tests, verify data flow, and deploy to production with monitoring.
You will need either an API key or OAuth credentials from GHL with the appropriate scopes (at minimum, contacts.readonly). Store these credentials securely and connect them in the Zapier App Connector. If you plan to modify data, request write access or configure the necessary scopes in your OAuth setup. Always test credentials in a sandbox or test workflow before deploying to production. Keep credentials restricted to your organization and rotate them periodically to maintain security. Use Zapier’s built-in connection testing to verify valid access before building automations.
The available endpoints include reading contacts, tasks, notes, and appointments, as well as creating and updating records. Use GET endpoints to pull data into your automation, and POST/PUT/DELETE endpoints to modify or manage records as part of your workflows. For example, you can fetch a contact’s profile, then pull related tasks or notes to inform downstream actions in Zapier-connected apps. Refer to the endpoint list above to plan which resources you will read or write in your automations.
No coding is required. The Zapier App Connector provides a visual builder for triggers and actions that connect GHL data to your other apps. You can configure data mappings, set filters, and test flows using the UI. If needed, you can still customize with templates, but most use cases are achievable through drag-and-drop configuration.
Authenticate GHL with OAuth or API keys in the GHL integration, and connect APPNAME in Zapier with the same or compatible credentials. Ensure both connections have the required scopes (e.g., contacts.readonly, and write if you will modify data). Test each connection independently, then run end-to-end tests to confirm data flows correctly between GHL and APPNAME.
Rate limits exist on API calls. If you approach them, implement exponential backoff, queue requests, and design retries in your Zapier workflows. Monitor usage in the GHL developer console and in Zapier task history to adjust your automation patterns as needed.
Yes, depending on permissions. Writes to GHL (create/update/delete) require appropriate scopes and credentials. When enabled, you can push updates from Zapier back into GHL and keep your data synchronized across systems. Always test write actions in a safe environment before deploying widely.
API documentation for GHL is available in the developer portal, along with endpoints and examples. The Zapier App Connector documentation shows how to configure triggers, actions, and data mappings. Use both resources together to build robust automations and reference the example workflows to accelerate setup.
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