Use OAuth 2.0 tokens or a dedicated API key from the GHL developer portal. Ensure the token has the minimum scope needed (contacts.readonly or contacts.write) for your workflow and always use HTTPS.
In InsuranceXDate, configure your app credentials to authorize requests to the GHL Contacts API. Store tokens securely and rotate them regularly.
Key endpoints 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: when a contact changes in InsuranceXDate, push updates to GHL via GET /contacts/:contactId or PUT /contacts/:contactId.
Actions: create or update a GHL contact; update associated tasks, notes, and tags.
Method path examples: GET /contacts/:contactId; PUT /contacts/:contactId
Key fields: contactId, email, phone
Trigger: new or updated notes or tasks in InsuranceXDate synchronize with GHL notes and tasks.
Actions: fetch notes (GET /contacts/:contactId/notes) and tasks (GET /contacts/:contactId/tasks); create or update as needed.
Method paths: GET /contacts/:contactId/notes, GET /contacts/:contactId/tasks
Key fields: contactId, notesId, taskId
Trigger: new contacts or business records created in InsuranceXDate to provision in GHL.
Actions: create new contact in GHL with POST /contacts/, link to business via PUT /contacts/business/:businessId, and update as needed.
Method paths: POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tags
Key fields: contactId, businessId, endpoint
Automate routine updates between InsuranceXDate and GHL to reduce manual data entry.
Maintain a single source of truth across systems, improving data quality and customer service.
Scale processes with repeatable workflows and near real-time data synchronization.
This glossary defines API endpoints, OAuth 2.0, webhooks, contacts, and other terms used in this guide to help you integrate smoothly.
A specific URL path that performs an action in the GHL API when called by your app.
A live notification sent to your app when an event occurs in GHL or InsuranceXDate.
An authorization protocol that issues access tokens to call APIs securely.
A record in the GHL Contacts module representing a person or organization.
Trigger a welcome sequence in InsuranceXDate and a welcome note in GHL when a new contact is created.
Pull core data from InsuranceXDate to enrich GHL contact records on creation or update.
Link related contacts to a business record to provide contextual insights.
In GHL, open Developers or API settings and generate an API key with the required scopes for contacts.
Enter your API key and client secret in InsuranceXDate, set the redirect URI, and run a test connection.
Map InsuranceXDate fields to GHL contact fields and configure triggers and actions to automate workflows.
No coding is required to enable this connection. The setup is designed for a no-code experience using UI-driven triggers and actions in InsuranceXDate and the GHL app connector. For advanced needs, you can add custom webhooks or code steps if supported by your platform. If you run into limits or need complex logic, you can extend the flow with conditional paths or additional API calls, but the core sync remains accessible to non-developers.
Essential endpoints typically include GET /contacts/:contactId to retrieve a contact and GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes for related data. For write-back, POST or PUT on POST /contacts/ and PUT /contacts/:contactId are used. When testing, start with read-only scopes and expand to write access once you confirm the data mapping is correct.
The connection uses HTTPS and OAuth 2.0 tokens to secure data in transit and at rest. Rotate credentials regularly and store them in a secure vault. Use least-privilege scopes to limit access to only what is required. Consider enabling IP whitelisting and monitoring for unusual activity to further protect your integration.
Yes. You can customize how data is mapped between InsuranceXDate and GHL in the integration settings. Map essential fields like name, email, phone, and notes, and create custom fields if needed. For complex data, use derived fields or multi-step mappings to transform data before it lands in GHL.
Implement retries with exponential backoff for transient errors. Log failures and use idempotent operations where possible to avoid duplicates. Set up alerting for persistent errors and consider using webhooks to retry actions when the source system is available again.
Yes, there are rate limits for API calls. Plan your sync frequency accordingly and batch requests where possible. If you approach the limit, slow down the cadence or stagger requests to stay within quotas. Contact your GHL or API provider if you need higher throughput or an adjusted plan.
Many environments support a sandbox or test mode to validate your integration before going live. Use test credentials and a separate dataset to avoid impacting production data. When you’re ready, switch to production credentials and monitor the first runs closely to ensure data consistency.
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