Authenticate requests to the Contacts API using an API key or OAuth token from the GHL developer portal. Securely store credentials and rotate them regularly. In this setup the GHL API token uses the contacts.readonly scope; for create or update actions you would request write access.
In Kiflo PRM, authorize calls to the GHL Contacts API using the supplied access tokens and refresh tokens, with scopes configured to your use case. Ensure the token has the minimum required permissions and note that read-only is sufficient for viewing but write actions require appropriate scope.
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 in Kiflo PRM
Actions: Create a corresponding contact in GHL using POST /contacts/; update existing using PUT /contacts/:contactId; map core fields
Methods: POST /contacts/ to create, PUT /contacts/:contactId to update
Map firstName, lastName, email, phone, company to GHL contact fields
Trigger: When a contact’s tasks are updated or created in Kiflo PRM
Actions: Retrieve tasks via GET /contacts/:contactId/tasks and update GHL tasks via PUT /contacts/:contactId/tasks/:taskId
Map taskId, status, dueDate, notes to GHL task fields
Trigger: When notes or appointments are added in Kiflo PRM
Actions: GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments; create or attach in GHL as needed
GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments
notes, appointmentDate, description
Automate data flow without writing code
Faster onboarding and fewer manual steps
Consistent data across platforms and teams
Key data elements and processes you map between GHL and Kiflo PRM for a successful integration
Application Programming Interface a set of rules that enables different software to talk to each other
Verifying identity and permissions to allow API calls
A specific URL path that performs a defined function
A callback URL for real time notifications about events
Automatically create or update a GHL contact when a new contact is added in Kiflo PRM
Keep tasks in sync so teams have up to date context
Attach notes and appointments to contacts in GHL when captured in Kiflo PRM
Set up API credentials in both systems and test the connection
Define mappings for core fields including name email and phone
Run a test workflow from Kiflo PRM to GHL and verify data flow
The integration uses API keys or OAuth tokens to authenticate requests. Ensure the token has the minimum required scope for your use case and store it securely. If you use OAuth, refresh tokens help maintain access without re-authentication. Keep credentials out of version control and rotate periodically to reduce risk.
You will typically use endpoints to fetch and sync contacts and related data. For example GET /contacts/:contactId and GET /contacts/:contactId/tasks. Map fields to GHL and create/update as needed. Plan your workflow to batch requests where possible to stay within rate limits.
Yes you can update existing contacts. Use PUT /contacts/:contactId to update fields. Deleting contacts is supported if your scope allows it and the integration is configured accordingly. Always test destructive actions in a sandbox or with test data first.
Map fields by name and data type. Align firstName lastName email phone and company from Kiflo PRM to their counterparts in the GHL Contacts object. Use consistent formats for dates and IDs to avoid mismatches.
Yes the integration can handle tasks notes and appointments. You can fetch and attach them to the corresponding contact in GHL. Consider creating a separate sync log to audit changes across systems.
Yes, no code options exist via built in connectors and Zapier style workflows. You can drag and drop steps and map fields without writing code. If needed, upgrade connectors to access more advanced features.
API rate limits depend on your GHL plan. Check the developer portal for current limits and implement retry logic and caching as needed. Design idempotent operations to handle retries gracefully.
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Complete Operations Catalog - 126 Actions & Triggers
