Start by obtaining your GHL API credentials and configuring the Zapier app to authorize requests. Depending on your setup, you can use OAuth 2.0 or API keys to establish a secure connection.
Zapier securely stores and rotates credentials, with a test connection you can run directly in the Zap editor.
GET /contacts/:contactId — Retrieve a single contact by ID GET /contacts/:contactId/tasks — List tasks for a contact GET /contacts/:contactId/tasks/:taskId — Get a specific task GET /contacts/:contactId/notes — Retrieve notes for a contact GET /contacts/:contactId/notes/:id — Get a specific note GET /contacts/:contactId/appointments — List appointments for a contact GET /contacts/ — List all contacts GET /contacts/business/:businessId — List contacts by business POST /contacts/ — Create a new contact PUT /contacts/:contactId — Update a contact DELETE /contacts/:contactId — Delete a contact POST /contacts/:contactId/tasks — Create a task for a contact PUT /contacts/:contactId/tasks/:taskId — Update a task PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed DELETE /contacts/:contactId/tasks/:taskId — Delete a task POST /contacts/:contactId/tags — Add tags to a contact
Trigger on demand when you retrieve a contact with GET /contacts/:contactId and pass the main fields to downstream steps.
Actions: read core fields (id, name, email, phone) and pull related data like tasks, notes, and appointments to enrich records.
GET /contacts/:contactId
id, name, email, phone, customFields
Trigger on task changes for a contact using GET /contacts/:contactId/tasks.
Actions: create, update, or delete tasks; map fields to your PM tool.
GET /contacts/:contactId/tasks
taskId, title, status, dueDate, priority
Trigger when a new note is added or an appointment is scheduled: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments.
Actions: fetch notes and appointments, store in a CRM field or external data store.
GET /contacts/:contactId/notes
noteId, content, createdAt
Fast setup: connect your CRM to hundreds of apps in minutes without writing code.
Flexible workflows: triggers and actions adapt to your business processes.
Centralized data: keep customer information synchronized across tools.
This section covers endpoints, authentication, data mapping, and error handling to help you build reliable automations between GHL and the Zapier App Connector.
A specific URL and HTTP method used to access or modify data in the GHL Contacts API.
OAuth 2.0, API keys, and tokens used to authorize requests.
A mechanism for real-time notifications from the API to your app.
The maximum number of requests allowed per minute or hour by the API, guiding retries and backoff.
Capture form submissions and push to Contacts API when a new lead submits a form on your site, then trigger follow-up workflows.
When a task is updated in GHL, create or update a task in your PM app via Zapier to keep teams aligned.
Aggregate notes, tasks, and appointments from the Contacts API to populate a complete contact history in your CRM or knowledge base.
In GHL, generate an API key or OAuth client to authorize requests from Zapier, then save credentials securely.
Choose Contacts API as the trigger or action and map fields between GHL and your apps in Zapier.
Run tests, verify data flows, and enable your automation workflows in production.
No heavy coding required. The Zapier App Connector provides pre-built triggers and actions for GHL, so you can set up automations with a few clicks. Basic API concepts help you tailor mappings and error handling for smoother data flow. If you need custom behavior, you can extend the workflow using additional steps or filters within Zapier.
Zapier supports multiple authentication methods when connecting to GHL. Typically OAuth 2.0 is used for secure user consent, while API keys or tokens can be used for machine-to-machine integrations. The exact method depends on how you configure the GHL app in Zapier. Always test the connection after selecting an auth method to confirm successful API calls.
Yes. If your credentials grant write access, you can create or update resources in GHL (e.g., POST /contacts/, POST /contacts/:contactId/tasks). Use Zapier to map fields from triggers to the corresponding API fields. Be mindful of permissions and scope to prevent unauthorized writes.
Read-only endpoints (like GET /contacts/:contactId) are accessible when using a read-only scope (contacts.readonly). Write operations require appropriate write permissions. If you need to read all data while restricting writes, configure your app with read-only credentials and adjust your Zapier workflows accordingly.
Field mapping in Zapier is done in the Zap editor by choosing source fields (from GHL) and destination fields (in the target app). Use data transforms for formatting (dates, numbers, and text). Test each mapping to ensure data is transferred accurately.
Be aware of API rate limits and implement retry/backoff logic in Zapier when needed. Monitor response codes and slow down request frequency during peak times to avoid throttling. Consider batching requests where supported to reduce the total number of calls.
Refer to the official GHL Contacts API documentation for endpoint details and response schemas, and consult Zapier’s help center for app-specific configuration examples. Both sources provide step-by-step guides and sample payloads to help you build reliable automations.
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