Access your GHL Contacts API using OAuth 2.0 and API keys. Store tokens securely, rotate credentials regularly, and ensure the requested scope is contacts.readonly to view contacts data. Use a secure connection and follow best practices for token management when connecting to the Zapier App Connector.
Help Scout supports OAuth 2.0 for third-party connections. In the Zapier App Connector, provide the client credentials and authorize the integration to access contacts, notes, and tasks. Align scopes with your needs (read/write where applicable) and securely manage tokens.
The Contacts API provides a range of endpoints to read, create, update, and delete contacts, as well as manage tasks and notes. For this Help Scout integration, the following endpoints are commonly used: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, and POST /contacts/:contactId/tasks/:taskId (to update or complete tasks). Additional endpoints like GET /contacts/ and GET /contacts/business/:businessId offer broader search and association capabilities as needed.
Trigger: A new contact is created in GHL via POST /contacts/.
Actions: Create a matching contact in Help Scout and map core fields (name, email, phone, company). Maintain a sync tag for traceability.
POST /contacts/
name, email, phone, company, tags
Trigger: A contact is updated in GHL (PUT /contacts/:contactId).
Actions: Update the corresponding Help Scout contact fields (name, email, phone, status) to keep both systems in sync.
PUT /contacts/:contactId
contactId, updatedFields (name, email, phone, tags)
Trigger: A new task is created for a GHL contact (POST /contacts/:contactId/tasks).
Actions: Create a corresponding task in Help Scout for the same contact, including title, due date, and priority.
POST /contacts/:contactId/tasks
contactId, taskTitle, dueDate, priority
No-code setup with Zapier App Connector lets you configure integrations quickly without sprawling developer work.
Automated data sync reduces manual data entry and human error across systems.
Bi-directional sync ensures up-to-date information in both Help Scout and GHL.
This section defines core concepts: API endpoints, authentication, triggers, actions, and field mapping to help you build clear data flows between GHL and Help Scout.
A specific URL you call to perform a defined action in an API (e.g., GET /contacts/:contactId).
A standard authorization protocol that enables apps to access APIs securely on behalf of a user.
A mechanism for receiving real-time notifications from an API when data changes.
The maximum number of API calls allowed in a given time window to prevent abuse and ensure stability.
Set up a trigger on new GHL contact creation to automatically create or update a Help Scout contact, ensuring consistent customer records.
When notes are added in GHL, mirror those notes as Help Scout conversations or notes to maintain complete context.
Map core fields (name, email, phone, tags) so updates in one system reflect in the other, avoiding duplicates.
Authorize the GHL API to access Help Scout data via OAuth 2.0 and obtain an access token. Store secrets securely and follow token rotation best practices.
In Zapier, map GHL contact fields to their Help Scout equivalents (name -> name, email -> email, etc.) and define which fields are required.
Run a test sync, verify data integrity, and set up monitors or alerts to catch any sync issues early.
No extensive coding is required. The Zapier App Connector provides a visual workflow builder to connect GHL and Help Scout using API endpoints. You will configure triggers, actions, and field mappings in a user-friendly interface. If you know basic API concepts, you can customize flows without writing code. If you do encounter limits, you can adjust polling intervals or use webhooks where available.
At minimum, you will need endpoints to create or read contacts and to manage notes or tasks as needed. Commonly used endpoints include POST /contacts/ for creating a contact, PUT /contacts/:contactId for updates, and POST /contacts/:contactId/tasks for task synchronization. Depending on your workflow, you may also use GET /contacts/:contactId/notes to retrieve notes for context.
Authentication is typically done via OAuth 2.0. You will configure a client in both GHL and Help Scout (or through Zapier) to obtain access tokens. Store tokens securely and implement token refresh logic. Ensure the access scopes include the required permissions for reading and writing contacts, notes, and tasks.
Yes. You can sync notes and tasks by using the appropriate endpoints (notes: GET/POST as available per your plan; tasks: POST /contacts/:contactId/tasks). Map notes to Help Scout conversations or notes and map tasks to Help Scout task records. Ensure your triggers cover creation and updates for a complete history.
Rate limits depend on the API plan for GHL and Help Scout. When designing flows, include retries with exponential backoff and implement graceful error handling. If you exceed limits, stagger requests or batch operations where possible and monitor for throttling responses.
Bi-directional syncing is possible in theory, but it requires careful conflict resolution and robust mapping rules. Start with uni-directional sync (GHL -> Help Scout) and validate data integrity before enabling two-way synchronization. Implement versioning or timestamps to resolve conflicts.
To test the connection, run a dry-run or test action in Zapier and observe the data flow between GHL and Help Scout. Verify that created contacts, notes, and tasks appear correctly in the target system. If issues arise, check field mappings, authentication tokens, and endpoint availability in both APIs.
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Complete Operations Catalog - 126 Actions & Triggers
