The Contacts API uses OAuth 2.0 with the scope contacts.readonly to securely access contact data. Grant permissions and generate access tokens to authorize requests.
Gmail connections use OAuth 2.0. Ensure the Gmail app connection has the necessary scopes and client credentials to authorize API calls.
GET /contacts/:contactId — Retrieve a specific contact; GET /contacts/:contactId/tasks — List tasks for a contact; GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task; GET /contacts/:contactId/notes — List notes for a contact; GET /contacts/:contactId/notes/:id — Retrieve a specific note; GET /contacts/:contactId/appointments — Get a contact’s appointments; GET /contacts/ — List all contacts; GET /contacts/business/:businessId — List contacts for a business; contacts.write — Write operations on contacts; 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; PUT /contacts/:contactId/tasks/:taskId — Update a task; PUT /contacts/:contactId/tasks/:taskId/completed — Mark task complete; DELETE /contacts/:contactId/tasks/:taskId — Delete a task; POST /contacts/:contactId/tags — Add tags to a contact
Trigger: A contact is created or updated in Gmail, initiating a sync to Contacts API.
Method/Path: GET /contacts/:contactId (read) and POST /contacts/ (create) as needed.
Key fields: contactId, email, name
Trigger: A new task or appointment is created in Gmail, syncing to the contact’s task list.
Actions: Create or update tasks in the Contacts API; link tasks to the correct contact.
Method/Path: POST /contacts/:contactId/tasks (create) and PUT /contacts/:contactId/tasks/:taskId (update).
Key fields: contactId, taskId, status
Trigger: Gmail notes or labels applied to a contact trigger updates in the CRM.
Method/Path: POST /contacts/:contactId/notes and POST /contacts/:contactId/tags.
Key fields: contactId, noteId, tag
Automate routine CRM tasks without writing code.
Keep data synchronized across Gmail and your CRM for accuracy.
Secure authentication with OAuth ensures safe data access.
Definitions of Contacts API objects, endpoints, and common processes used in Gmail integrations.
A person stored in the Contacts API with identifiers like contactId, name, and email.
A to-do item linked to a contact; includes status and due date.
An informational comment attached to a contact.
A label used to categorize or segment contacts.
Automatically add new Gmail contacts to the CRM via the Contacts API.
Create and link Gmail tasks to the corresponding contact in the CRM.
Attach notes and tags to contacts when you email or label messages.
Create OAuth credentials for Gmail and configure scopes (including contacts.readonly).
Connect Gmail events to Contacts API endpoints and set up trigger rules.
Run tests, verify data flow, and roll out to production.
No coding is required to get started. Use the prebuilt connectors to map Gmail events to Contacts API calls and set up triggers. For advanced workflows, you can customize data mappings and automation rules. Tests can be run in a sandbox environment to verify data flow before production.
Standard syncing typically uses GET /contacts/:contactId to read data, POST /contacts/ to create, and PUT /contacts/:contactId to update. For tasks and notes, you’ll use GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, POST /contacts/:contactId/notes, and POST /contacts/:contactId/tags as needed.
OAuth 2.0 is used for both Gmail and the Contacts API. You’ll obtain access tokens via consent screens, refresh tokens, and scoped permissions. Each service should grant its own credentials and scopes (e.g., contacts.readonly for read access). Token management and secure storage are essential.
The contacts.readonly scope allows reading contact data such as contactId, name, and email. It does not grant write permissions. For updates or creation, additional scopes (e.g., contacts.write) are required and must be granted by the user.
Yes. You can create and update contacts from Gmail via the API. Use POST /contacts/ to create and PUT /contacts/:contactId to update. Tasks, notes, and tags can be associated with contacts to maintain CRM context.
Rate limits depend on your GHL plan. Best practices include batching requests, using incremental sync, and handling retries with backoff. Monitor API usage and implement error handling for 429 responses.
Test connections by simulating Gmail events in a sandbox, verify data mappings against real contact data, and run end-to-end tests for common workflows before going live.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
