Authenticate requests to the GHL Contacts API using your GHL API key or OAuth tokens configured in your GHL account. Store credentials securely and rotate keys regularly.
HeyPros authenticates with its own client credentials to obtain access tokens for GHL endpoints. Keep tokens confidential and refresh them as needed.
Core endpoints for typical contact workflows 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, plus write and management calls such as 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, and POST /contacts/:contactId/tags.
Trigger: a new or updated contact in HeyPros initiates a record upsert in GHL.
Actions: map HeyPros fields to GHL contact fields and upsert the contact in GHL.
GET /contacts/:contactId
Key fields: contactId, email, name, phone
Trigger: a task is created or updated in HeyPros to create or update a GHL task.
Actions: create or update tasks in GHL and link them to the related contact.
POST /contacts/:contactId/tasks
Key fields: taskId, contactId, title, dueDate
Trigger: notes or appointments added in HeyPros attach to the corresponding GHL contact.
Actions: create notes and schedule appointments in GHL tied to the contact.
POST /contacts/:contactId/notes
Key fields: noteId, contactId, content
Fast setup with no-code automation to move data between HeyPros and GHL.
Consistent, up-to-date data across platforms without writing code.
Scalable automation that grows with your business needs.
This glossary explains API basics, endpoints, authentication, rate limits, and data flows used when connecting HeyPros with the GHL Contacts API.
Application Programming Interface: a set of rules that lets different software speak to each other.
Authorization framework used to obtain access tokens securely for API access.
A specific URL in the API that performs a defined action.
A URL endpoint that receives real-time event notifications from an API.
Use webhooks to push contact changes from HeyPros to GHL instantly.
Create and update GHL tasks automatically when HeyPros tasks are created or updated.
Regularly sync and clean contact data to keep your CRM clean and reliable.
Obtain API keys and set up OAuth tokens in both systems, then store securely.
Create a field map to align names, emails, phone numbers, and custom fields.
Run thorough tests, validate data sync, and flip the switch to go live.
Authentication uses your GHL API key or OAuth tokens to authenticate requests, ensuring the proper scopes are granted.\n\nKeep credentials secure and rotate them regularly.
For basic sync, use GET /contacts/:contactId to read a contact, and POST /contacts/ or PUT /contacts/:contactId to create or update.\n\nLink tasks and notes via POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes, then verify with GET endpoints as needed.
Yes, you can create tasks and notes in GHL from HeyPros using POST endpoints. Map fields and ensure contactId matches existing contacts.\n\nTest with sample data to verify proper linkage.
No coding required if you use no-code automation builders; however, some advanced mappings may benefit from lightweight scripting or transformation steps.\n\nStart with a no-code setup and only add code if you hit edge cases.
Field mapping should align key identifiers (name, email, phone) and any custom fields. Maintain data types, handle nulls gracefully, and document mappings for future updates.\n\nTest round-trip data integrity after mapping changes.
Be mindful of rate limits and implement retries with exponential backoff. Use idempotent requests where possible to avoid duplicates.\nMonitor quota usage and adjust batch sizes as needed.
Test the integration using a small set of contacts in a staging environment. Validate data flow for creates, updates, and deletes before going live.\nUse sandbox endpoints if available and verify error handling.
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Complete Operations Catalog - 126 Actions & Triggers
