Access to the GHL Contacts API requires a valid token with the appropriate scope (for example, contacts.readonly) to protect your data.
EngageBay authenticates via OAuth 2.0 or API tokens to securely connect to the GHL API; ensure your credentials have the necessary scopes for the actions you intend.
Endpoints include: 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 contact is created or updated in EngageBay, and the change is pushed to GHL via the Contacts API.
Actions: Create or update a contact in GHL; optionally update related tasks and notes for a complete record.
Method path: POST /contacts/ to create; PUT /contacts/:contactId to update.
Key fields: contactId, email, name, phone
Trigger: When tasks are created or updated in EngageBay, mirror in GHL.
Actions: Create/update tasks in GHL; reflect status and completion.
Method path: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, taskId, status
Trigger: Notes added or updated in EngageBay trigger related actions in GHL.
Actions: Create/update notes in GHL and attach to the correct contact timeline.
Method path: POST /contacts/:contactId/notes, PUT /contacts/:contactId/notes/:id
Key fields: contactId, noteId, content
Automate data flow between EngageBay and GHL without writing code.
Align data models across platforms for consistent records.
Accelerate time-to-value with drag-and-drop automation workflows.
Key elements include endpoints, authentication, triggers, actions, and field mappings. Processes cover setup, testing, and monitoring for reliable data flow.
A URL that exposes a resource and supports HTTP methods to read, create, update, or delete data.
The method by which an application proves identity to access the API, typically via API keys or OAuth tokens.
A secure protocol for granting limited access to resources without sharing passwords.
A callback URL that notifies your app when a specified event occurs.
Automatically route new EngageBay contacts to your sales queue via GHL when the contact is created.
Create follow-up tasks in GHL when EngageBay creates or updates a contact.
Trigger alerts or automations when notes include specific keywords.
Create or obtain an API key or OAuth token with the contacts.readonly scope.
Use endpoints like GET /contacts/:contactId to fetch data and POST /contacts/ to create.
Map common fields (name, email, phone) and run tests to ensure data is flowing correctly.
Yes. You can read contact data such as name, email, phone, and custom fields. The API allows listing all contacts, retrieving a single contact by ID, and filtering by business or other attributes. For read operations, use GET endpoints like GET /contacts/:contactId or GET /contacts/ to fetch data.
Yes. Authentication is required. Use OAuth 2.0 or API keys with the appropriate scopes (for example, contacts.readonly for read access or contacts.write for write operations).
Supported actions include creating, updating, and deleting contacts and related resources such as tasks and notes, depending on the endpoint and granted scopes. Always review the endpoint documentation for exact capabilities and required permissions.
Rate limits apply. Implement retry logic with exponential backoff and respect the Retry-After header if provided. Cache results where appropriate to reduce calls.
Real-time syncing is possible with webhooks or near-real-time polling. Design your data mapping to propagate changes promptly and reduce duplication.
Yes. Webhook support allows you to receive event notifications from GHL when a resource changes. Secure endpoints, verify payloads, and retry failed deliveries.
Best practices include consistent field naming, documentation of mappings, deduplication strategies, and thorough testing with sample data before going live.
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