Authentication uses OAuth 2.0 with the scope: contacts.readonly. Create a GHL developer app, obtain client credentials, and authorize the Heymarket SMS connector to access contact data securely.
The integration leverages GHL’s secure token exchange. No direct credentials are stored in Heymarket SMS; tokens are refreshed automatically within the connector.
Endpoints you can leverage 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: a contact is updated in the Contacts API
Actions: update the corresponding contact in Heymarket SMS; create or update tasks linked to the contact; map fields like name, email, and phone
Method paths: use GET /contacts/:contactId to fetch details and PUT /contacts/:contactId to sync updates
Key fields: contactId, email, phone, name
Trigger: new or updated notes/tasks in either system
Actions: create or update notes and tasks in the opposite app; ensure proper field mapping
Method paths: POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes
Key fields: contactId, taskId, notesId
Trigger: bulk import or tagging operation
Actions: batch-create or update contacts, apply tags using POST /contacts/:contactId/tags
Method paths: POST /contacts/ for creates; POST /contacts/:contactId/tags for tagging
Key fields: contactId, tags
Automate data synchronization to avoid manual re-entry across systems
Maintain a single source of truth for contact data with real-time updates
Improve team efficiency with centralized activity visibility (contacts, tasks, notes)
This glossary explains common terms in the integration guide and how they map to the API and app connector.
A specific URL and HTTP method that performs an operation, e.g., GET /contacts/:contactId to fetch a contact.
The process of verifying identity and obtaining access tokens to call APIs, typically via OAuth 2.0.
A URL configured to receive real-time notifications when events occur in an app.
A single data item in a dataset (e.g., a contact, lead, or customer).
When a new contact is added in Heymarket SMS, automatically create or update the corresponding record in Contacts API and tag for nurture.
Create Heymarket SMS tasks based on changes in a contact’s profile in the Contacts API to drive next steps.
Aggregate contact, task, and note activity into a unified dashboard for sales teams.
Collect your GHL API credentials and Heymarket SMS access tokens, then configure the app connector in the GHL dashboard.
Set up the API connection, authorize scopes, and map fields between the two systems.
Run tests to verify data sync, then enable live operation and monitor logs.
The Contacts API exposes endpoints to read and manage contact data, tasks, notes, and more. This integration leverages those endpoints to keep your records in sync. You can fetch details using specific contact identifiers and update records as changes occur.
Authentication uses OAuth 2.0 with the given scope to access contacts. You will create a client in the GHL developer console, authorize the Heymarket SMS app, and exchange tokens securely. Store tokens securely and refresh as needed.
Common endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and POST /contacts/:contactId/tasks. The exact endpoints you use depend on your workflow.
Yes. If the endpoint supports write operations, you can update a contact or add tasks/notes through the connector. The APPNAME uses the mapped fields to perform updates in Heymarket SMS as requested.
Map fields by matching source and destination field names (e.g., firstName to given_name, phone to phone_number). Use transformation rules if needed to ensure formats align.
Yes. Tags and notes can be synced via the provided endpoints. Use POST /contacts/:contactId/tags to apply tags and POST /contacts/:contactId/notes to push notes.
Implement retries with exponential backoff, validate payloads before sending, and log errors for troubleshooting. Ensure rate limits are respected and monitor webhook deliveries for failures.
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Complete Operations Catalog - 126 Actions & Triggers
