Grant access using the required scope: contacts.readonly. Obtain credentials, set up OAuth or API key as supported, and test connectivity.
In Formbricks, create a new connection for the Contacts API, enter the GHL credentials, and authorize the connection within your workspace.
The available 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, and write endpoints such as loves to access contacts: 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 updated in GHL and Formbricks refreshes the corresponding record.
Actions: upsert contact, create tasks, attach notes to the contact.
Methods and paths: GET /contacts/:contactId, PUT /contacts/:contactId, POST /contacts/:contactId/tasks
Key fields: contactId, businessId, taskId
Trigger: new notes or tasks are created in GHL and mirrored in Formbricks.
Actions: fetch notes, fetch tasks, update task status as completed.
GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/:contactId/tasks
Key fields: contactId, taskId, notesId
Trigger: appointment creation or update in GHL triggers Formbricks actions.
Actions: fetch appointments, add and manage tags via /contacts/:contactId/tags, update tag assignments.
GET /contacts/:contactId/appointments, POST /contacts/:contactId/tags
Key fields: contactId, appointmentId, tagId
Speed up setup with a no code integration that automates data flow between GHL and Formbricks.
Reduce manual data entry and keep contact data synchronized across systems without writing code.
Scale easily by enabling additional endpoints and field mappings as your needs grow.
This glossary covers API, Endpoint, OAuth, Trigger, Action, and data fields used in the Formbricks to Contacts API integration.
Application Programming Interface that lets Formbricks access data from the Contacts API.
A URL path and HTTP method used to perform an action on the API.
An authorization framework that grants permission to access resources.
A lightweight callback mechanism for real-time updates between systems.
Consolidate contact data from GHL into Formbricks to improve segmentation and follow up.
Automatically generate tasks in Formbricks when GHL tasks are created or updated.
Sync notes history to form a complete activity timeline for each contact.
Enter API credentials and approve scopes such as contacts.readonly to enable access.
Choose the endpoints you need and map fields to Formbricks fields for seamless data transfer.
Run tests, verify data flow, and turn on the integration with alerts and dashboards.
No coding is required for the core connection. Use Formbricks built in connectors and the Contacts API to map fields. If you need custom logic, you can add simple field mappings and filters without writing code. This setup is designed for no code workflows.
Start with the read endpoints to pull contact data and basic metadata. Then enable write endpoints for creating or updating contacts and tasks as needed. Gradually expand to notes and appointments as your workflow grows.
Security is handled via OAuth or API keys with restricted scopes. Data transmission uses secure protocols and access is scoped to your workspace. Regular audits and token revocation keep the connection safe.
Yes. You can enable automatic syncing for notes and tasks. Configure triggers to push updates from GHL to Formbricks and vice versa, ensuring timelines stay current.
Key fields usually include contactId, taskId, notesId, and appointmentId. The exact fields depend on the endpoints you enable and the data you map between systems.
Yes. You can customize triggers and actions per endpoint. Use mapping rules to control when an action runs and which fields are synced.
Use the built in test console or a sandbox workspace. Validate data flow, check logs, and confirm that creates, updates, and deletions behave as expected before going live.
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