Obtain API credentials from the GHL developer portal and configure a secure connection from intelliHR. Use OAuth or API keys within the scope of contacts.readonly to start, then expand as needed.
Prepare IntelliHR client credentials, set a proper redirect URI, and request the required scopes so IntelliHR can access and update contact data and related resources.
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 is updated in intelliHR, fetch the latest data from the GHL Contacts API (GET /contacts/:contactId).
Actions: update intelliHR contact fields (name, email, phone, notes) and optionally create a follow-up task.
Method path: GET /contacts/:contactId
Key fields: contactId, name, email, phone, lastUpdated
Trigger: a new task is created in GHL or intelliHR and should be reflected in the other system.
Actions: create or update tasks via POST /contacts/:contactId/tasks and update status with PUT /contacts/:contactId/tasks/:taskId.
Method path: POST /contacts/:contactId/tasks
Key fields: taskId, title, dueDate, status
Trigger: new notes or tags in GHL update IntelliHR records.
Actions: create notes under the contact and apply tags to support filtering and segmentation.
Method path: POST /contacts/:contactId/notes
Key fields: noteId, content, timestamp
Instant data synchronization between GHL and intelliHR without writing custom code.
Bi-directional updates keep contact data consistent across platforms.
Automations via the Zapier app connector scale as your workflows grow.
This glossary defines terms, elements, and processes used in the IntelliHR and GHL integration, including endpoints, triggers, actions, and field mappings.
A person in your CRM with linked data such as name, email, phone, and company.
A to-do item linked to a contact, with status, due date, and notes.
A free-text entry attached to a contact or task to capture details.
A label used to categorize contacts, tasks, or notes for filtering and segmentation.
Automatically propagate contact changes from GHL to intelliHR and vice versa, reducing manual updates and ensuring all teams see current data.
When a contact’s data changes, generate a follow-up task in IntelliHR to review and verify the update, keeping records clean.
Centralize notes and tags from both systems so teams can filter by campaigns, accounts, or stages without switching apps.
Create a GHL API key or OAuth client for intelliHR and set the callback URL to your Zapier app. Define the necessary scopes (starting with contacts.readonly).
Map relevant endpoints (contacts, tasks, notes) to your intelliHR fields. Set triggers for changes and define actions to run in IntelliHR.
Run end-to-end tests, verify data mapping, and enable alerts for failures to maintain reliable sync.
Yes, OAuth is supported and recommended for secure access to the Contacts API. You can obtain client credentials from the GHL developer portal and configure IntelliHR as a client. If you prefer API keys, you can also use them with restricted scopes; ensure you keep keys secret and rotate them regularly.
Write operations such as POST, PUT, and DELETE require the contacts.write scope. Only grant the minimum permissions necessary for the integration to reduce risk. Use role-based access controls and periodic reviews.
Bidirectional sync is possible for notes and tasks, but it requires careful mapping and conflict resolution. Implement mapping rules, timestamps, and a reset plan to handle conflicts gracefully.
Commonly synced fields include contactId, name, email, phone, company, and custom fields. Notes and tasks are linked by contactId to preserve relationships and context.
Use the unique contactId to identify duplicates. Implement deduplication logic in Zapier or your mapping layer and set up merge or update strategies to preserve data integrity.
You can view Zapier task history and your app logs for detailed error messages. Set up alerts to notify you of failed synchronizations and perform regular audits of mappings.
Regular maintenance includes reviewing endpoint mappings, updating authorization credentials, and re-testing after API changes from either GHL or intelliHR. Schedule periodic checks and document any changes.
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Complete Operations Catalog - 126 Actions & Triggers
