Learn how to authorize access to the Contacts API from HeySummit, using OAuth and scopes such as contacts.readonly to securely fetch contact data, tasks, and notes.
Grant HeySummit permission to access GHL Contacts data via API using OAuth; ensure the necessary scopes (e.g., contacts.readonly or contacts.write) are granted for the required operations.
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; contacts.write; 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 new contact is created in GHL
Actions: HeySummit creates a corresponding task via POST /contacts/:contactId/tasks
POST /contacts/:contactId/tasks
contactId, taskTitle, dueDate, status
Trigger: HeySummit contact updated
Actions: Update GHL contact via PUT /contacts/:contactId
PUT /contacts/:contactId
contactId, updatedFields
Trigger: on-demand or schedule fetch
Actions: Retrieve notes via GET /contacts/:contactId/notes and attach to HeySummit contact
GET /contacts/:contactId/notes
contactId, notesList
Fast setup with pre-built endpoints and mappings
No coding required to start syncing contacts, tasks, and notes
Bi-directional data flow reduces manual data entry
Definitions of data elements and processes used in the GHL Contacts API integration.
A specific URL path combined with an HTTP method used to interact with an API.
An event or condition that starts a workflow in an integration.
A callback URL that GHL or HeySummit calls when a defined event occurs.
The process of verifying identity and authorizing API access.
Automatically create onboarding tasks in HeySummit when a new contact is added in GHL.
Sync notes from GHL to HeySummit to enrich contact records.
Push status updates from HeySummit back to GHL for visibility.
In GHL, generate API credentials for the Contacts API and set the scope to read/write.
Map GHL contact fields to HeySummit fields for contacts, tasks, and notes.
Run test scenarios, review logs, and enable automation.
No dedicated developer is required for a basic setup. The pre-built mappings and connectors cover common tasks, notes, and contact fields. For advanced custom triggers or complex data transformations, a developer can help tailor the workflow. Start with the built-in endpoints to validate your data flow.
Real-time or near-real-time sync is possible with webhooks and polling, depending on your plan. You can fetch data on demand or set up event-based pushes for contacts, tasks, and notes.
Essential endpoints depend on your use case. For basic sync of contacts, tasks, and notes, start with GET /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId, and GET /contacts/:contactId/notes.
Authentication uses OAuth 2.0. Request the appropriate scopes (e.g., contacts.readonly or contacts.write) and securely exchange tokens to access GHL data from HeySummit.
Yes. You can map fields such as name, email, phone, and custom fields between GHL and HeySummit, with optional data transformations to normalize formats.
Webhooks are supported. Configure webhooks in GHL to notify HeySummit of events like contact creation, updates, or note changes.
Sync errors appear in the integration dashboard and logs. Use the debugging tools to pinpoint failed endpoints or authentication issues and re-run transfers.
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