Requests to the Contacts API require proper authentication. Use OAuth 2.0 with your GHL credentials or a dedicated API key, then attach the access token to your requests.
Grant the LeadSquared app access to your GHL data using the supported OAuth scopes for the Contacts API, and refresh tokens as needed.
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 when LeadSquared creates or updates a contact to push changes to the GHL Contacts API, keeping records in sync.
Actions include upserting a contact, attaching notes, and creating related tasks in GHL when updates occur in LeadSquared.
Use POST /contacts/ for new records and PUT /contacts/:contactId for updates.
Key fields include email as the unique identifier, plus firstName, lastName, and phone.
Trigger: activity changes in LeadSquared should propagate to GHL notes and tasks.
Actions include creating/updating tasks, adding notes, and syncing task statuses between systems.
Trigger: calendar events and appointments updates should mirror across systems.
Actions include creating/updating appointments and syncing calendar data.
GET /contacts/:contactId/appointments; POST /contacts/:contactId/appointments
Key fields: contactId and appointmentId.
Automate data flow between LeadSquared and GHL to save time and reduce manual data entry.
Improve data accuracy with real-time syncing and consistent field mappings.
Gain a unified view of contacts, tasks, and notes for faster decision making.
Key elements include endpoints, authentication, field mappings, triggers, and actions that connect LeadSquared with the GHL Contacts API.
Application Programming Interface: a set of rules that lets two systems communicate.
OAuth 2.0 is the standard authorization framework used to grant access tokens securely.
Webhook: a user-defined HTTP callback that notifies your system of events in real time.
Endpoint: a specific URL in an API that performs a defined action (GET, POST, PUT, DELETE).
Automatically enrich LeadSquared leads with up-to-date contact details from GHL and push updates back to both systems.
Create and assign tasks in GHL when LeadSquared activities occur, with status synced for visibility.
Sync appointments to the GHL calendar and trigger reminders for reps.
Obtain OAuth credentials for the Contacts API and authorize LeadSquared to access your data.
Define field mappings between LeadSquared and the Contacts API to ensure accurate data transfer.
Turn on real-time or batch sync and monitor activity with logs and dashboards.
Most integrations use OAuth 2.0 for secure authentication. You will obtain client credentials and exchange them for access tokens. Attach the token to each request in the Authorization header. If your token expires, refresh it with the refresh token.
Core endpoints include read and write operations for contacts, tasks, notes, and appointments. You can retrieve, create, update, or delete records as needed. Map responses to fields in LeadSquared to maintain consistency.
Field mapping is done in the setup wizard by pairing source fields with target fields. Ensure required fields like email are present and that data types align.
If you encounter errors, check the API response codes and logs. Implement retries with backoff and consult the provider docs for guidance. Reach out to support if issues persist.
Sandbox environments are typically available; use them to test endpoints with sample records before going live. Validate mappings and triggers in a safe space.
Real-time syncing is possible with webhooks and event-driven triggers. If not, schedule batch sync intervals that align with your workflow.
To update permissions, revoke and re-authorize the app with the required scopes. Then re-authenticate to apply new access rights.
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Complete Operations Catalog - 126 Actions & Triggers
