Use your GHL API credentials with the Contacts API. The integration uses the provided API key or OAuth token with a readonly scope of contacts.readonly to retrieve data like contacts, tasks, notes, and more.
In HappyForms, configure your connection to the GHL Contacts API by supplying the API key or OAuth token and confirming the scopes match (readonly). Test the connection to ensure success before enabling automations.
Common 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, 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 HappyForms submission arrives.
Actions: POST /contacts/ to create or PUT /contacts/:contactId to update; map name, email, and any custom fields.
Methods: POST for create; PUT for update at /contacts/:contactId
Key fields: email (required), firstName, lastName, phone
Trigger: a new task action in submission is submitted.
Actions: POST /contacts/:contactId/tasks to create tasks; PUT /contacts/:contactId/tasks/:taskId to update; PUT /contacts/:contactId/tasks/:taskId/completed to mark done.
POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
Required fields: contactId, taskTitle, dueDate, status
Trigger: when form includes tag selections.
Actions: PUT /contacts/:contactId/tags to apply tags.
PUT /contacts/:contactId/tags
Fields: contactId, tags (array of tag names/IDs)
Automate workflows without writing code by wiring submissions to GHL endpoints.
Easily map form fields to contact fields and keep data in sync.
Gain real-time visibility into contacts, tasks, and notes from HappyForms triggers.
Brief definitions of core terms and processes used in this integration.
Application Programming Interface — a set of rules that lets software systems talk to each other.
Specific URLs you call to access resources in a service.
Authorization framework that grants access without sharing passwords.
A method for the service to push data to your app in real time.
Capture form submissions and enrich with contact data from the Contacts API to improve lead quality.
Automatically create follow-up tasks when new form responses indicate follow-up is needed.
Tag contacts based on form responses to segment audiences for targeted campaigns.
Create a read-only API key in GHL and copy the credentials into HappyForms.
Enter the API endpoint base and authenticate requests from HappyForms to GHL, ensuring scopes match read-only.
Map form fields to contact fields, run tests, and verify data flows as expected.
The Contacts API requires the appropriate permission scope (readonly for viewing). Ensure your API key or OAuth token includes contacts.readonly. If you need to modify data, use the corresponding write scopes in a separate setup. Follow security best practices when handling credentials. Use test accounts to verify permissions before production.
Yes. HappyForms can create and update contacts using POST and PUT endpoints. Ensure you pass required fields like email and name. For updates, provide the contactId and the fields you want to change. Implement error handling for conflicts or missing data.
The integration uses a subset of endpoints such as GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, and POST /contacts/:contactId/tasks. You may not need every endpoint; choose only what your workflow requires.
Data is transmitted over HTTPS and can be secured with OAuth tokens or API keys. Use least-privilege scopes and rotate credentials regularly. HappyForms and your server should implement proper validation and error handling.
No-code options exist through Zapier or built-in no-code tools in HappyForms. You can configure triggers, actions, and field mappings without writing code. For advanced scenarios, you may add small scripts if your platform supports it.
Test the connection by creating a sample submission in HappyForms and inspecting the results in GHL. Use test data and monitor API responses to confirm correct data flow and error handling.
Rate limits vary by plan. Refer to your API documentation or your GHL account for current quotas and best practices like batching requests and retrying on failures.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
