Use your GHL API key or OAuth workflow to authorize requests for the Contacts API. Store credentials securely and rotate them regularly.
Authenticate Fundraise Up to send data to GHL by generating a secure integration token or using OAuth where supported. Keep tokens out of code and in a vault.
The endpoints below cover contact retrieval, updates, and related records (tasks, notes, appointments) to enable a robust sync workflow.
Trigger when a new donor or updated donor is created in Fundraise Up.
Action: Create or update a contact in GHL (POST /contacts/).
POST /contacts/
email, firstName, lastName, phone
Trigger when a task is created or updated in Fundraise Up for a contact.
Action: Create or update a task in GHL (POST /contacts/:contactId/tasks).
POST /contacts/:contactId/tasks
taskName, dueDate, status
Trigger when a new note is added in Fundraise Up for a contact.
Action: Create a note in GHL (POST /contacts/:contactId/notes).
POST /contacts/:contactId/notes
noteText, noteDate, authorName
Automate donor data flow between Fundraise Up and GHL to save time and avoid manual data entry.
Reduce errors from duplicate or stale data with real-time syncing.
Leverage real-time segmentation and targeted campaigns using up-to-date donor information.
A quick glossary of terms and core processes used in this integration workflow.
A specific URL and method on an API that performs a single, well-defined action (e.g., GET /contacts/:contactId).
An event in Fundraise Up or GHL that starts an automated workflow or data transfer to another system.
The process of verifying identity and permissions to perform API calls, typically via API keys or OAuth.
A specific data object exposed by the API, such as a Contact, Task, or Note.
Automatically pull donor details from Fundraise Up and enrich GHL contact records with latest donation history and engagement signals.
Create follow-up tasks in GHL whenever Fundraise Up donors reach milestones or engagement events.
Segment donors in GHL based on Fundraise Up activity and trigger tailored campaigns.
Obtain your GHL Contacts API key and the Fundraise Up integration token from the dashboard.
Define field mappings (email, name, phone) and select endpoints (contacts, tasks, notes) to enable.
Run test transfers, check data integrity, and enable automatic syncing in production.
The GHL Contacts API lets you create, read, update, and delete contact records, as well as manage related data like tasks and notes. It enables seamless data flow between systems so you can keep donor profiles up to date. The API is designed for straightforward data syncing, whether you’re building a low-code workflow or a custom integration.
No heavy coding is required for a basic setup. You can leverage Zapier or the built-in connectors to map fields and trigger actions. A basic understanding of API concepts helps, but many teams get this working with low-code approaches.
Yes. You can map specific fields (email, name, phone) and select which endpoints to sync (contacts, tasks, notes). This helps tailor the integration to your workflows.
There can be rate limits depending on the plan. If you hit a limit, retries with exponential backoff and batching are recommended. Consider staggering requests during peak times.
Errors are surfaced in your integration logs. Implement retry logic and alerting to ensure data consistency. Most issues are resolved by validating credentials and endpoint paths.
Yes. Zapier can act as the connector between GHL and Fundraise Up, enabling triggers and actions without custom code. You can also use webhooks for real-time updates.
The most commonly used endpoints are POST /contacts/, GET /contacts/:contactId, POST /contacts/:contactId/tasks, and POST /contacts/:contactId/notes for syncing essential donor data and activities.
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Complete Operations Catalog - 126 Actions & Triggers
