Begin by obtaining a GHL API key or OAuth token and include it in your requests as a Bearer token in the Authorization header. Use the defined scope (contacts.readonly) to limit access.
Create integration credentials in InvestorLift and grant them access to GHL using your API key. Store credentials securely and rotate keys periodically.
The integration can utilize endpoints such as 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, as well as CRUD operations (POST, PUT, DELETE) on contacts and tasks to keep data in sync.
Trigger when a contact is created or updated in GHL and push the changes to InvestorLift.
Actions: Upsert the contact in InvestorLift, map core fields, and optionally propagate notes or tasks.
Endpoint used as trigger: GET /contacts/:contactId
email, firstName, lastName, phone
Trigger when a contact has tasks created or updated to reflect task status in InvestorLift.
Actions: Create or update corresponding tasks in InvestorLift; sync taskId, title, status, dueDate.
Endpoint used as trigger: GET /contacts/:contactId/tasks
taskId, title, status, dueDate
Trigger when notes or appointments change for a contact to enrich InvestorLift records.
Actions: Attach latest notes or appointment data to the corresponding contact in InvestorLift.
Endpoint used as trigger: GET /contacts/:contactId/notes
notesId, notes, appointmentId, startTime
Automate data flow without writing code by configuring field mappings once and relying on ongoing, automatic syncs.
Real-time updates keep teams aligned across platforms, reducing manual data entry.
Scalable workflows that grow with your business, from onboarding to ongoing engagement.
A quick glossary of terms and processes used in this integration to help you configure and troubleshoot faster.
Application Programming Interface: a set of rules and methods that enable two software applications to communicate and exchange data.
A specific URL in an API that performs an action or returns data for a given resource.
An authorization framework that lets apps obtain limited access to user data without sharing credentials, often used for API authentication.
The process of aligning data fields between two systems so information transfers correctly (e.g., email to email, firstName to firstName).
Automatically segment contacts by engagement level and sync only relevant fields to InvestorLift for targeted campaigns.
Create follow-up tasks in InvestorLift based on GHL task data to ensure timely responses.
Attach notes to contacts so campaigns in InvestorLift can target based on recent activity and context.
Obtain your GHL API key and InvestorLift app credentials, then securely whitelist the integration.
Map core fields such as email, firstName, lastName, and IDs between GHL and InvestorLift.
Run test syncs, verify data integrity, and switch on automated live syncing.
No dedicated developer is required. InvestorLift provides guided setup with clear field mappings and test runs. If you prefer, you can hire a consultant to assist with initial configuration. After setup, ongoing maintenance is typically through the UI. You’ll have access to step-by-step instructions and in-app validation to reduce risk.
A basic sync can be achieved using GET /contacts/:contactId and POST /contacts/ to upsert records, plus GET /contacts/:contactId/tasks to pull task data. You can expand later with notes and appointments as needed.
Yes. You can customize which fields map between GHL and InvestorLift and apply rules for how to merge conflicting values. The mapping UI allows you to adjust field mappings as requirements evolve.
Sync frequency can be real-time or near real-time depending on your plan and webhooks. You can also schedule periodic pulls to ensure data freshness.
If a contact is deleted in GHL, you can choose to archive the corresponding record in InvestorLift or delete it to keep both systems aligned. Consider your data retention policy.
Yes. Task and note data can be synced using their respective endpoints. Mapping and triggers control what data moves where and when.
If a sync fails, check API responses for error messages, verify credentials, test the endpoints in isolation, and review mapping rules. Re-run the sync after correcting issues.
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Complete Operations Catalog - 126 Actions & Triggers
