Begin by creating API credentials for the Contacts API and granting the read-only scope required by this integration.
In Funnelytics, select the Contacts API as the connected app and authorize access to contacts, tasks, notes, and appointments.
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 the Contacts API.
Actions: Sync core contact fields in Funnelytics and pull related tasks, notes, and appointments into timelines.
GET /contacts/:contactId
contactId, email, name, status
Trigger: A new or updated task is created for a contact in the Contacts API.
Actions: Create or update corresponding tasks in Funnelytics; link to the associated contact record.
POST /contacts/:contactId/tasks
contactId, taskId, title, dueDate, status
Trigger: A note is added or updated for a contact in the Contacts API.
Actions: Sync notes to Funnelytics; attach to the contact’s activity timeline.
POST /contacts/:contactId/notes
contactId, noteId, content
Automate data flow without custom coding, reducing manual work and error prone handoffs.
Unify contact data across tools for richer insights and faster reporting.
Accelerate decision making with near real time data updates.
This glossary defines APIs, endpoints, authentication methods, data mapping, and the common processes used when connecting the GHL Contacts API with Funnelytics.
Application Programming Interface: a documented set of calls that allow apps to request and exchange data.
The process of proving identity and granting access to data via tokens, keys, or OAuth.
A defined URL path in an API that performs a specific operation, such as retrieving a contact.
A lightweight mechanism for real time data delivery by pushing updates to a configured URL.
Map GHL contact events to Funnelytics funnels to visualize customer progression in one place.
Automatically mirror newly created tasks and notes from Contacts API into Funnelytics, keeping teams aligned without manual imports.
Leverage endpoint data to build dynamic segments and dashboards that update as data changes.
Obtain API credentials from the Contacts API and grant the necessary permissions in Funnelytics.
Enable and test the required endpoints in the Contacts API to ensure data can flow to Funnelytics.
Run test synchronizations and verify results in your Funnelytics dashboards.
Access to contacts, tasks, notes, and appointments is available through the read only scope defined by this integration. This ensures you can visualize data in Funnelytics without risking unintended changes in GHL. If you need to write back or modify data, upgrade the scope accordingly and review endpoint permissions to keep data secure while enabling automation.
No coding is required for most setups. The integration is designed for no code or low code configuration using REST endpoints and platform settings. In Funnelytics you can connect to the Contacts API and map fields with built in connectors, automations, and webhooks.
Security is built on token based authentication and HTTPS to protect data in transit. Store credentials securely, rotate keys regularly, and follow least privilege access practices.
Real time sync depends on endpoint support and trigger configuration. You can configure polling or webhook based updates to bring changes into Funnelytics as soon as they occur.
Common scopes include contacts.readonly for viewing data and contacts.write for creating or updating. Always review permissions before enabling write access to avoid unintended changes.
Essential endpoints typically include GET /contacts/:contactId and GET /contacts/:contactId/tasks. For automation, POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes are frequently used.
Look for sample payloads in the API docs or the mapping section of this guide. We provide example field mappings for common data such as contactId, email, name, and status to speed up setup.
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