Requests to the Contacts API must be authenticated with your GHL API token and the scope reads only contacts. Include the token in the Authorization header as Bearer token.
Zapier uses OAuth 2.0 to securely connect to your GHL account. After authorization, Zapier can call the Contacts API endpoints on your behalf.
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: Retrieve the latest information for a specific contact in your CRM workflow.
Actions: Fetch contact data and map fields to downstream apps or marketing campaigns.
GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: When a contact has related tasks that need updating in another tool.
Actions: Retrieve tasks for a contact and push updates to project boards or task managers.
GET /contacts/:contactId/tasks
Key fields: taskId, status, dueDate
Trigger: When you need to assign or adjust contact tags from another app.
Actions: Update tags for a contact to categorize records across tools.
POST /contacts/:contactId/tags
Key fields: contactId, tags
Automate CRM workflows without writing custom code or scripts.
Synchronize data between GHL and other apps in real time with simple zaps.
Scale outreach and internal processes with repeatable automations.
Understand core elements like endpoints authentication triggers actions and data fields that power the integration.
Verifying identity to securely access the API and perform requests.
A specific URL path that performs an action within the API.
A string used to authorize and authenticate API requests.
A callback URL that notifies your system of events as they occur.
Automatically create or update contact records in GHL when a new lead arrives in your marketing funnel.
Push changes from GHL to your favorite PM tool to keep teams aligned.
Create and track tasks automatically as emails come in, with status updates flowing back to contacts.
Obtain your API token and set the scope to contacts.readonly.
Connect your GHL account in Zapier and select the endpoints you need.
Create Zaps that trigger on changes and perform actions via the endpoints.
Answer 1 part one exploring authentication and access tokens in simple terms. The Contacts API uses a Bearer token from your GHL account and the scope you select controls what data you can read. Keep tokens secure and rotate them regularly. The Zapier App Connector handles token storage securely and passes the token with each request.
Answer 2 part one about choosing endpoints. Start with read endpoints to fetch contacts and tasks. Add write endpoints as you need to create or update records. Use the endpoint list to guide your selections and avoid unnecessary calls. This keeps your automation fast and compliant with limits.
Answer 3 part one covering rate limits and best practices. Respect API rate limits by batching requests and using conditional logic in Zaps. Cache frequent data where possible and implement retries with backoff in case of errors.
Answer 4 part one on field mapping. Map core fields like contactId name email and phone to your destination apps. Use Zapier’s built in mappings to transform and format data as needed.
Answer 5 part one about updating GHL from Zapier. Yes you can push updates to GHL via the write endpoints. Ensure you use PUT and POST endpoints for updates and manage conflicts gracefully.
Answer 6 part one about coding skills. No code is required for many standard automations. A basic understanding of Zapier workflows is enough to build effective integrations.
Answer 7 part one with suggestions. Look for ready made templates and sample Zaps in the Zapier app directory and in GHL integration resources to speed up setup.
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