Begin by creating a GHL OAuth app, request the scope ‘contacts.readonly’, and exchange client credentials for tokens used by Glean to call the API securely.
Provide Glean with the necessary permissions (read and/or write) for contacts data, then configure event triggers and mapping in Glean.
Core 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/, GET /contacts/business/:businessId, 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 to pull the latest profile data into Glean.
Actions: fetch contact details, tasks, notes, and appointments to keep Glean up to date.
Method/Path: GET /contacts/:contactId (plus related endpoints for profile data).
Key fields: id, email, name, phone, lastModified
Trigger: when tasks or notes are updated in GHL.
Actions: synchronize all tasks and notes; create or update as needed.
Methods: GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, DELETE /contacts/:contactId/tasks/:taskId, GET /contacts/:contactId/notes/:id
Key fields: tasks (id, title, status, due), notes (id, content), contactId
Trigger: new or updated contacts trigger sync and tag assignments.
Actions: create, update, and delete contacts; manage tags.
Methods: POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, POST /contacts/:contactId/tags
Key fields: id, externalId, email, name, tags
Benefit 1: Quick setup with no custom code required
Benefit 2: Automate everyday workflows with simple triggers
Benefit 3: A unified, searchable contact view across apps
Learn the core elements: endpoints, authentication, data mapping, and error handling that make the integration reliable.
API (Application Programming Interface) is a set of rules that enables apps to communicate and share data securely.
A specific URL in an API that performs a defined action or returns data.
The process of granting access tokens so an application can call APIs on behalf of a user.
A cap on how many API requests you can make in a given time period.
When a new contact is created in GHL, automatically generate starter tasks in Glean to kick off follow-up activities.
Automatically assign tags based on source, industry, or lifecycle stage as contacts are imported from GHL.
Send a weekly digest of contact activity to your team via email or Slack for quick reviews.
Register your app in GHL, select the scope to contacts.readonly (and write if needed), and collect client credentials.
Test GET and POST calls against sample contact records and align mapping in Glean.
Move to live mode, set up error alerts, and monitor sync health.
You will need a GHL OAuth app with appropriate scopes. The Contacts API scope allows reading contact data; write access enables updates. Grant access to Glean and configure mapping and triggers. Use sandbox/test data during initial testing. Ensure tokens are stored securely and refreshed automatically.
Essential endpoints include GET /contacts/:contactId to fetch profile data, GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes for related items, and POST /contacts/ for creating new records. Depending on needs, you may also use POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, and POST /contacts/:contactId/tags. Map returned fields to Glean fields to maintain consistency.
Read-only access is sufficient for many analytics and viewing needs. If you must create, update, or delete data from Glean to reflect changes in GHL, enable write scopes and implement proper error handling. Always start with read-only in a test environment before enabling write permissions.
Respect API rate limits by implementing exponential backoff on 429 responses and retry after the recommended interval. Monitor quota usage in the GHL app, and consider batching requests where possible to reduce call volume. Use idempotent operations to avoid duplicate data during retries.
No-code options are available via automation platforms or prebuilt templates. Basic setup can be done without coding, but you may need light configuration for field mappings, triggers, and endpoint selections. For custom logic beyond templates, some scripting or a developer can help.
Test the integration in a staging or sandbox environment with sample contacts. Verify data mappings for profile fields, tasks, notes, and tags. Check API responses and error messages in logs, and perform end-to-end flow checks from creation to update.
If requests fail, review error codes and messages, verify OAuth tokens and scopes, and confirm endpoint accessibility. Check rate limits, ensure correct HTTP methods, and validate payload formats. Enable detailed logging and reproduce the failure in a safe test environment to diagnose.
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