To securely access the Contacts API, obtain an API key or OAuth token with the scope ‘contacts.readonly’. Include the bearer token in each request and rotate credentials regularly.
HeyReach authenticates with GHL using OAuth 2.0. Ensure the app is registered, you have client credentials, and you authorize the required scopes for reading contacts and related data. Use the provided redirect URI during setup.
The integration supports a suite of endpoints for reading, creating, updating, deleting, and tagging contacts, tasks, notes, and appointments. Examples include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, GET /contacts/, GET /contacts/business/:businessId, and POST /contacts/:contactId/tasks, POST /contacts/:contactId/tags.
Trigger: when a contact is created or updated in HeyReach
Actions: pull contact data via GET /contacts/:contactId and push updates to HeyReach or GHL as needed, maintaining a stable ID mapping.
Method path: GET /contacts/:contactId
Key fields: contactId, firstName, lastName, email
Trigger: on contact open or task due dates
Actions: retrieve tasks via GET /contacts/:contactId/tasks and notes via GET /contacts/:contactId/notes, then sync to HeyReach
Paths: GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Fields: taskId, noteId, dueDate, status, content
Trigger: scheduled sync or on-demand export
Actions: fetch multiple contacts via GET /contacts/ and GET /contacts/business/:businessId to sync business-level data into HeyReach
Paths: GET /contacts/, GET /contacts/business/:businessId
Fields: contactId, businessId, company, industry
Automate contact and task updates without writing code.
Access real-time data across HeyReach and GHL platforms.
Scale workflows with simple visual builders and templates.
This guide defines core terms and processes for the HeyReach–Contacts API integration, including endpoints, authentication flows, data fields, and events.
API (Application Programming Interface) is a standardized set of rules that lets software components communicate.
Authentication verifies identity and grants access to resources via tokens or keys.
An endpoint is a specific URL path and HTTP method used to perform an API operation.
A webhook is a user-defined HTTP callback triggered by events.
Automatically tag or categorize contacts in GHL when HeyReach data changes.
Route new HeyReach leads to the appropriate team using data-driven rules.
Run periodic reconciliations to keep data in sync and accurate.
Register your app in the GHL developer console and obtain client credentials and a redirect URI.
Grant the contacts.readonly scope and enable the endpoints you need for your workflow.
Run tests, verify field mappings, and deploy the integration to production.
No coding is required for the basic HeyReach to Contacts API connection. Use the built-in connectors to map fields and automate common tasks. For advanced workflows, light scripting can tailor data transformations. If you need more control, consider using Webhooks and field mappings to meet complex rules.
The core scope is contacts.readonly to fetch contact data. If you plan to write data back, you may need contacts.write and related endpoints. Always apply least privilege and rotate credentials regularly. Ensure tokens are securely stored and scoped to your exact use case.
Use reading endpoints like GET /contacts/:contactId, GET /contacts/, GET /contacts/business/:businessId to retrieve data. For updates, use PUT /contacts/:contactId and POST /contacts/ as needed. Keep mappings between HeyReach and GHL IDs consistent to avoid duplicates. Documentation should be consulted for field-level details and required payload formats.
All calls are made over HTTPS with token-based authentication. Rotate keys regularly and store them securely. Use IP allowlisting where available and monitor for suspicious activity. Enable audit logs to track access and changes.
Real-time syncing is possible with event-driven triggers or webhooks when supported by your plan. If not, schedule periodic syncs to keep data updated. Design your workflow to handle eventual consistency and conflict resolution.
Conflicts are resolved based on your mapping rules. Establish a clear source of truth; often the latest update wins or a timestamp-based merge is used. Provide a manual override path for exceptions. Log all conflicts for auditing.
Enable detailed logging and test endpoints in a sandbox environment. Verify scopes, credentials, and payload structures. If issues persist, consult the integration docs or contact support for guidance.
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