To begin, obtain an API token for the Contacts API and apply the scope contacts.readonly to limit access to lead data.
Grant permissions for MyCRM Leads to read and organize contact data via the Contacts API. Ensure the app is allowed in your GHL project.
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 a contact is viewed or updated in MyCRM Leads, pull the latest profile from the Contacts API to keep data fresh.
Actions: retrieve contact details, associated tasks, and notes; sync updates back to the lead fields.
GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
contactId, taskId, noteId
Trigger: when a business is updated in GHL, refresh related contacts in MyCRM Leads.
Actions: fetch all contacts, filter by business, and sync to MyCRM lead lists.
GET /contacts/, GET /contacts/business/:businessId
contactId, businessId
Trigger: when a new lead is created in MyCRM Leads, automatically create a contact in GHL and initialize related tasks.
Actions: POST /contacts/, POST /contacts/:contactId/tasks, POST /contacts/:contactId/tags, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, PUT /contacts/:contactId
POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed, POST /contacts/:contactId/tags
contactId, taskId, tag, id
Zero-code integration with visual workflows and triggers.
Rapid prototyping and iteration without developer time.
Scalable data sync across lead records, tasks, notes and tags.
Key elements include API endpoints, authentication, triggers, actions, data fields, and mapping rules that connect MyCRM Leads to the Contacts API.
A specific URL and HTTP method used to perform an action against the GHL API.
An event in MyCRM Leads or the GHL connector that starts an automated workflow.
The process of proving identity and obtaining access to data via tokens or OAuth.
An operation performed in response to a trigger, such as creating or updating a contact.
Pull contact details from the Contacts API when a new lead is created and enrich the lead data in MyCRM Leads.
Create tasks automatically based on contact properties or notes, ensuring follow-ups.
Group contacts by business and feed segments into MyCRM lead lists.
Obtain API credentials and apply the scope contacts.readonly.
Select endpoints, map fields between systems, and set up data formats.
Run tests, validate data synchronization, and deploy to production with monitoring.
You can build a connection without coding using the provided connectors and endpoints. The setup is designed for non-developers, and you can map fields visually in the UI. If you have coding skills, you can customize endpoints and data transforms as needed.
Key endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, POST /contacts/, PUT /contacts/:contactId, and DELETE /contacts/:contactId. You can extend to notes, tags, and business lookups as needed.
Use OAuth or API tokens, depending on your setup. Include the required scope: contacts.readonly, and store tokens securely. Rotate credentials regularly.
Field mapping covers contact details, tasks, notes, and business associations. Use transformation rules to align formats and ensure data integrity.
Rate limits apply per API key. If you hit a limit, implement backoff strategies and retry logic. Contact support if limits impact your workflow.
Yes. Use a sandbox environment or a staging workspace to test integrations before going live.
Check logs, verify the API responses, and confirm IDs in both systems. Enable webhooks for real-time updates and set up alerting.
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Complete Operations Catalog - 126 Actions & Triggers
