Authenticate requests using OAuth 2.0 with a scoped access token (scope: contacts.readonly). Store tokens securely and rotate them regularly to minimize risk.
EnergySage uses OAuth 2.0 client credentials to obtain access tokens for the Contacts API. Register redirect URIs, protect client secrets, and refresh tokens before expiry.
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; permissions: 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 when you need to pull a contact profile for CRM view, segmentation, or automation.
Actions: fetch core fields (name, email, phone, tags) for a specific contact.
GET /contacts/:contactId
contactId, name, email, phone, tags
Trigger when you need the task view for a contact.
Actions: retrieve tasks with status and due date.
GET /contacts/:contactId/tasks
contactId, tasks[].id, tasks[].title, tasks[].completed
Trigger when a new task should be created for a contact to drive follow-up.
Actions: create a task with title, due date, and notes.
POST /contacts/:contactId/tasks
contactId, title, dueDate, notes
Fast, code-free setup to connect EnergySage with the GHL Contacts API.
Real-time data sync that keeps your CRM and EnergySage in sync without manual entry.
Automated workflows and triggers reduce repetitive tasks and save time.
A quick glossary to help you understand API basics, authentication, endpoints, and common workflows used in this integration.
An API is a set of rules that lets two apps talk to each other over HTTP to exchange data and perform actions.
A specific URL in an API that performs an action or returns data for a given resource.
The process of verifying identity before granting access to API resources.
An authorization framework that allows apps to access user data securely without sharing passwords.
Capture new EnergySage form submissions and auto-create a contact in the GHL Contacts API, then assign to a funnel.
When a task updates in EnergySage, push changes to GHL via PUT /contacts/:contactId/tasks/:taskId to keep everyone aligned.
Use webhooks or scheduled checks to notify EnergySage when a task is due or overdue.
Create an OAuth client in the GHL developer console and store the clientId and clientSecret for EnergySage.
Direct EnergySage users to authorize, then exchange codes for access and refresh tokens.
Test endpoints in a sandbox, map fields, set up error handling, and move to production.
EnergySage supports OAuth 2.0 token-based authentication to securely access the Contacts API. Tokens should be stored securely and refreshed before expiry to maintain uninterrupted access. For service accounts, use the client credentials flow to obtain tokens without user interaction. Always apply the least-privilege scope (contacts.readonly) for read-only operations and elevate only when needed. Additionally, ensure your redirect URIs are registered in the GHL developer console for a smooth user consent flow. When making API calls, include the Authorization header with Bearer tokens and handle 401/403 responses gracefully by refreshing tokens or prompting re-authentication as appropriate.
The primary Contacts endpoints include retrieval of a single contact, their tasks, notes, and appointments, plus listing all contacts and business-specific contacts. Endpoints like GET /contacts/:contactId fetch a contact profile; GET /contacts/:contactId/tasks returns related tasks; and GET /contacts/:contactId/notes retrieves notes. Use POST, PUT, and DELETE for creating and updating records as your workflow requires. Mapping fields such as name, email, phone, and tags ensures consistent CRM data across systems.
Yes. You can create, update, or delete contacts and their tasks via POST, PUT, and DELETE endpoints. For example, POST /contacts/ creates a new contact, PUT /contacts/:contactId updates an existing one, and DELETE /contacts/:contactId removes a contact. For tasks, you can POST /contacts/:contactId/tasks to create, PUT /contacts/:contactId/tasks/:taskId to update, and DELETE /contacts/:contactId/tasks/:taskId to remove. Implement proper error handling and confirm actions in your UI to avoid accidental data loss.
Rate limits depend on your GHL plan and API scope. To minimize impact, implement exponential backoff, respect retry headers, and batch non-time-critical requests. Cache frequently accessed data where appropriate and monitor usage with built-in analytics. If you anticipate spikes, consider requesting a higher rate limit from your GHL account admin and design idempotent endpoints to prevent duplicate records.
For a contact, you typically receive fields such as id, name, email, phone, address, tags, and created/updated timestamps. Related data like tasks, notes, and appointments are available via nested resources (e.g., tasks array for a contact). The exact schema may vary based on your energy data model, so map core fields to your EnergySage CRM to maintain consistency.
Testing can be done in a sandbox environment by creating test contacts and tasks, then validating all CRUD operations and OAuth flows. Use mock data to verify field mappings, error handling, and webhook behavior. After successful testing, deploy gradually and monitor real-time sync to catch edge cases early.
Yes. Zapier’s App Connector can bridge EnergySage with the GHL Contacts API by configuring triggers (e.g., new contact, updated task) and actions (create contact, add task). Ensure proper authentication and field mappings, then test end-to-end to confirm data flows correctly between apps.
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