Obtain an API key or OAuth token from GHL and include it in the Authorization header (Bearer <token>) with every request to the Contacts API.
Use your Follow Up Boss API credentials, securely store the access token, and attach it to requests when creating or updating records via the app connector.
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: When a contact is created or updated in GHL, push changes to Follow Up Boss to keep records aligned.
Actions: create or update contact in Follow Up Boss; sync related tasks and notes; apply tags as needed.
Method: Retrieve with GET /contacts/:contactId, then POST/PUT to Follow Up Boss endpoints to mirror the record.
Required fields: name, email, phone, externalId
Trigger: A recurring schedule (e.g., every 15 minutes) pulls changes from GHL and updates Follow Up Boss.
Actions: bulk create/update of contacts; reconcile duplicates; attach notes; update statuses.
Method: POST /contacts/ and PUT /contacts/:contactId for incremental updates; leverage tagging to prevent duplicates.
Key fields: email, name, externalId
Trigger: New qualified leads in GHL automatically create a contact in Follow Up Boss with onboarding tasks.
Actions: create contact, assign owner, create welcome task, set initial stage.
Method: POST /contacts/ to create, then POST /contacts/:contactId/tasks to establish onboarding tasks.
Key fields: email, name, leadSource
Automate data syncing to eliminate manual data entry and ensure accuracy across systems.
Keep tasks, notes, and appointments aligned in real time for faster follow-ups.
Improve conversion with consistent data and streamlined workflows.
This glossary covers core concepts: endpoints, authentication, triggers, actions, data mapping, and data governance to guide your integration.
A defined interface that lets apps exchange data programmatically.
A specific URL or route within a service where a function is exposed.
The process of verifying identity and granting access to resources.
An authorization framework that issues access tokens for API calls without sharing credentials.
Automatically route new leads to the right owner in Follow Up Boss based on GHL lead fields.
Create a lifecycle workflow that opens tasks and reminders as leads progress.
Aggregate data from contacts, notes, and appointments into a single Follow Up Boss contact view.
Obtain API credentials for GHL and Follow Up Boss, then test authentication in a sandbox environment.
Define field mappings for contacts, tasks, notes, and appointments to ensure consistent data flow.
Create workflows, test end-to-end, then monitor for errors and fine-tune mappings.
You can sync core contact fields, tasks, notes, and appointments between GHL and Follow Up Boss. Typical first sync includes contacts with basic demographics, tasks created from leads, and notes capturing conversations. You can extend the mapping to custom fields as needed. Always start with a test dataset to validate field compatibility and timing.
Use OAuth 2.0 or API keys provided by each service. Store tokens securely (e.g., in a vault), rotate credentials regularly, and send tokens only over HTTPS. Include appropriate scopes and follow least-privilege principles for each integration step.
Begin with the primary read endpoint to fetch a sample contact set (GET /contacts/:contactId or GET /contacts/). Then use write endpoints (POST /contacts/, PUT /contacts/:contactId) to create or update records in Follow Up Boss. Ensure field mappings align across systems to prevent data loss.
Yes. You can configure triggers to create tasks or notes in Follow Up Boss when certain updates occur in GHL. Build end-to-end flows that attach onboarding tasks, reminders, and notes to contacts as they move through stages.
Deduplicate by using unique fields such as email or a trusted externalId. Implement upsert logic (create or update) and use a canonical mapping to merge records rather than creating duplicates. Periodic reconciliation jobs help maintain data integrity.
Respect API rate limits by batching requests, implementing exponential backoff on failures, and retrying only on transient errors. Monitor quotas and set sane retry limits to avoid cascading failures.
Monitor integration health via logs, webhooks, and error dashboards. Set up alerts for failed syncs, latency spikes, and authentication issues to keep the connection reliable.
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Complete Operations Catalog - 126 Actions & Triggers
