Authenticate to the GHL Contacts API using OAuth 2.0 and the scope ‘contacts.readonly’. You will need a client ID, client secret, and a redirect URI from your GHL developer app.
Authorize Keap to access your contacts data by completing the OAuth flow and securely storing access tokens. Ensure permissions cover reading contacts, tasks, notes, and appointments.
Endpoints used in this integration 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; 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
Trigger: a Keap contact is created or updated, then fetch and sync the corresponding contact in GHL.
Actions: retrieve the contact details from Keap, map fields, and push to GHL as a contact record; optionally create initial tasks in GHL.
Endpoint: GET /contacts/:contactId
Key fields: contactId (Keap) linked to GHL contactId; ensure businessId if used for organization data.
Trigger: when a Keap task is created or updated, reflect changes in GHL by creating/updating a task linked to the same contact.
Actions: sync task data using GET /contacts/:contactId/tasks and POST /contacts/:contactId/tasks in GHL; update status.
Endpoint: GET /contacts/:contactId/tasks
Key fields: contactId, taskId
Trigger: new or updated notes or appointments in GHL.
Actions: push notes to Keap’s contact history and create or update Keap reminders for appointments.
Endpoint: GET /contacts/:contactId/notes (and GET /contacts/:contactId/appointments)
Key fields: contactId, noteId, appointmentId
Seamless data syncing without manual data entry using built-in connectors.
Automation of routine tasks and reminders to keep teams aligned.
Centralized view of contact activity across Keap and GHL for faster decision making.
Key elements include contacts, tasks, notes, appointments, and endpoints. Processes cover authentication, endpoint usage, and data mapping for reliable sync.
A person in your CRM with associated activities and history.
A free-form note attached to a contact that records context and history.
A to-do item you assign to a contact, with status, due date, and updates.
An API URL path used to perform an operation in the integrated system.
Automatically push new leads captured in GHL into Keap as contacts, with initial tasks and follow-up.
Mirror Keap notes in GHL to maintain a complete activity history for each contact.
Create Keap tasks from GHL events and reflect status changes back to GHL for consistency.
Register your app in GHL to obtain client credentials and perform the OAuth flow with Keap.
Select the endpoints you will use and map core fields like contactId, taskId, and noteId to ensure accurate linking.
Run test scenarios for all flows (contacts, tasks, notes, appointments), review logs, and then deploy to production.
No coding is required with the built-in connectors. The guide provides clear, step-by-step instructions to configure the connection using OAuth and field mappings. You can set up a robust integration without writing code. If you want additional customization, you can extend with simple scripts or webhooks as needed.
For an initial sync, focus on core endpoints like GET /contacts/:contactId to retrieve contact data, and GET /contacts/:contactId/tasks to pull related tasks. You may also enable GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments to seed a complete history for each contact. Ensure mapping between Keap’s contactId and GHL’s contactId for accurate linking.
Real-time sync can be near real-time when webhooks are available, but some setups rely on polling intervals defined in your integration platform. Plan for latency based on your provider and API rate limits. Implement retry logic to handle transient errors.
Yes. You can customize field mappings using the UI or a mapping file. Map Keap fields to corresponding GHL fields (e.g., contactId, name, email) and adjust for any custom fields you rely on. Test mappings with sample data.
If a sync fails, check the access tokens and scopes, verify endpoint responses, and review error codes. Use test records to reproduce the failure, then adjust mappings or endpoint selections. Re-authenticate if tokens expire and re-run the sync.
Logs and metrics are available in the GHL API logs section and your integration platform dashboard. Look for request/response details, error messages, and token lifetimes to troubleshoot and optimize performance.
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