Use OAuth 2.0 or an API token to authorize the Zapier App Connector to access your Contacts data from GHL. Ensure the scope includes read access for contacts.
Configure credentials in Zapier: client ID, client secret and refresh token, and test the connection to ensure read permissions for contacts data.
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
Set a Zap that triggers when a contact is created or updated in GHL and sends data to Zapier
Actions include creating tasks, updating notes, or tagging the contact.
Methods used: GET /contacts/:contactId and related read endpoints to fetch the latest data
Key data: contactId, name, email, phone, tags, and lastModified
Use PUT /contacts/:contactId to sync updates and send alerts through Zapier
Update tasks, notes, or tags automatically when a contact changes
Methods include PUT /contacts/:contactId and POST /contacts/:contactId/tasks
Key data: contactId and change timestamps
Create a new contact in GHL when a trigger occurs in Zapier
Assign initial tasks, notes, or tags on creation
Methods: POST /contacts/ and related create endpoints
Key fields: contactId, createdAt
Automate repetitive workflows without writing code
Keep data synchronized across apps in real time
Build consistent customer records with minimal setup
Learn about endpoints, triggers, actions, fields, and data flow that power your automation.
A specific URL path that performs a defined action, such as GET /contacts/:contactId.
A mechanism for receiving real time notifications when events occur.
The process of verifying identity to access data via OAuth or tokens.
The data included in a request or response that carries the information.
Whenever a new contact is added in GHL, automatically create a task in Zapier to follow up.
Map form submissions to tags and segment contacts for targeted campaigns.
Pull totals of calls, meetings, and tasks to assemble a summary report.
Set up OAuth credentials and test the connection.
Match GHL fields to app fields so data flows correctly.
Configure triggers, actions, and run a test.
The endpoints include GET /contacts/:contactId and GET /contacts/ for reading contact data, along with related endpoints for tasks, notes, and appointments. Write operations use POST, PUT, and DELETE endpoints to create, update, or remove records. When mapping data, ensure you reference contactId for updates and maintain data integrity. For write actions, your app must have appropriate scope and permissions to modify contacts.
Authenticate by configuring OAuth in GHL and connecting the credentials to Zapier App Connector. Use a client ID and client secret, then exchange tokens to establish a secure session. Test the connection to confirm access to read contact data and related resources.
Yes. You can perform updates with PUT endpoints without overwriting unrelated fields by precisely specifying the fields to update. Consider using partial updates or implementing lastModified timestamps to prevent unintended data loss.
Supported map fields include name, email, phone, tags, notes, and appointment data. Map these to corresponding Zapier fields and use tags to segment contacts for campaigns and workflows.
Rate limits depend on your GHL plan and token scope. Implement exponential backoff and retry logic in your Zapier workflows to handle transient limits gracefully.
Use the Test Connection feature in Zapier to validate OAuth credentials and verify each endpoint responds as expected. You can also run a live test workflow with sample data.
Activity logs appear in Zapier task history and GHL audit trails. Use these logs to troubleshoot failed runs and verify data synchronization.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers