Use your GHL credentials to authorize requests. Include your access token in the Authorization header (Bearer token) and follow the documented scopes.
InvestorBase uses OAuth 2.0 to securely connect to GHL. Store tokens securely, rotate credentials regularly, and limit scopes to what is required for syncing.
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: A new contact is created or an existing contact is updated in InvestorBase.
Actions: Upsert the corresponding contact in GHL using POST /contacts/ or PUT /contacts/:contactId, map core fields, and apply relevant tags.
Methods: POST /contacts/ and PUT /contacts/:contactId
Key fields: name, email, phone, investor_status, tags
Trigger: a task is created or updated in InvestorBase.
Actions: create or update tasks in GHL using POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, and update completion status with PUT /contacts/:contactId/tasks/:taskId/completed.
Methods: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: taskId, contactId, dueDate, status, completionDate
Trigger: InvestorBase updates a contact’s company or tags.
Actions: update core contact fields in GHL via PUT /contacts/:contactId, apply business-related tags using relevant endpoints (e.g., GET /contacts/business/:businessId), and keep fields synchronized.
Methods: PUT /contacts/:contactId
Key fields: businessId, companyName, tags
No-code setup using Zapier or webhooks to automate data flow between InvestorBase and the GHL Contacts API.
Unified view of contacts, tasks, notes, and appointments across both systems for faster decision making.
Faster follow-ups and enhanced team collaboration with automated bi-directional sync.
This glossary defines core elements and processes used in the InvestorBase to GHL integration, including contacts, tasks, notes, and endpoints.
A person or company in InvestorBase’s CRM that is tracked in the GHL Contacts API.
A to-do item linked to a contact, created or updated via the API.
A text entry attached to a contact for context or history.
A specific URL path exposed by the GHL API to perform actions on resources.
Automatically pull demographic and firm data from InvestorBase into GHL contact records to keep profiles fresh.
Trigger personalized follow-up tasks in InvestorBase based on GHL activity such as opens, clicks, or due dates.
Consolidate contact metrics from both systems into a single executive dashboard for reporting.
Register the app in the GHL developer portal and obtain client ID/secret or an access token.
Set the scope to contacts.readonly and grant access to the required endpoints for syncing.
Create Zapier workflows or webhook listeners to sync data and trigger actions.
You can read and pull essential contact data through the GET endpoints and use filters to scope results. Write access is controlled by your API credentials and the app’s granted scopes. If your role includes read-only access, updates must be performed via approved write endpoints after proper authentication. Always align field mappings to ensure name, email, and tags transfer accurately between InvestorBase and the GHL Contacts API.
Authenticate requests with an OAuth 2.0 flow or an access token provided by GHL. Include the token in the Authorization header for each call. Rotate tokens regularly and restrict token scope to the minimum necessary (e.g., read-only for data retrieval). If a token expires, refresh it using your standard OAuth workflow.
Yes, depending on your credentials. Use POST /contacts/ to create new contacts and PUT /contacts/:contactId to update existing ones. Ensure field mappings (name, email, phone, tags) are consistent and validated to prevent data loss. Proper error handling will help you gracefully manage conflicts or validation errors.
For task synchronization, use POST /contacts/:contactId/tasks to create tasks, PUT /contacts/:contactId/tasks/:taskId to update, and PUT /contacts/:contactId/tasks/:taskId/completed to mark completion. This aligns with typical task lifecycle needs and keeps task data in sync across systems.
Yes. No-code options exist via Zapier or built-in webhooks that trigger actions between InvestorBase and the GHL Contacts API. These tools allow you to set up common sync patterns without writing code, though some advanced scenarios may still require custom scripting.
Start by checking response codes and error messages from API calls. Verify authentication tokens, endpoint permissions, and the exact field mappings. Review quotas and rate limits, and use retries with backoff. When in doubt, run a minimal test (read a single contact) to isolate issues before scaling up.
Map core fields like name, email, phone, and tags consistently between systems. Use a stable identifier (contactId) to avoid duplicates. For complex fields (tags, business info), align your schema to use the same tag conventions and business identifiers across both platforms.
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