The integration uses OAuth 2.0 with a read-only scope (contacts.readonly) to securely access contact data while preventing edits. Authenticate once in your GHL account and authorize the Zapier App Connector to access the required endpoints.
During setup, you’ll authorize APPNAME to access your GHL account. Tokens are stored securely and refreshed automatically as needed to keep automations running smoothly.
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 opened or retrieved in a Zapier workflow
Actions: Fetch contact details and its associated tasks
GET /contacts/:contactId
contactId, name, email, phone, status, createdDate
Trigger: When notes are added or updated for a contact
Actions: Retrieve notes and corresponding note IDs
GET /contacts/:contactId/notes
noteId, content, dateCreated, author
Trigger: New contact added to a business context
Actions: List contacts and filter by businessId
GET /contacts/
contactId, name, email, businessId
Rapid automation: Sync contacts, notes, and tasks across your apps with no code.
Data consistency: Centralize data between GHL and your tools to reduce manual work.
Scalability: Add more endpoints or workflows as your processes evolve without writing software.
A quick glossary to help you understand API concepts used in this guide and how they apply to your integration with the Zapier App Connector.
API stands for Application Programming Interface; a set of defined endpoints you can call to retrieve or manipulate data.
An endpoint is a specific URL in an API that performs a defined action, such as GET /contacts/:contactId.
OAuth 2.0 is an authorization framework that enables secure access to user data without sharing passwords.
Scope defines the level of access granted by an API token, such as contacts.readonly.
Create a Zapier flow that triggers on a new contact in GHL and pushes it to your CRM, email marketing tool, and task manager for instant onboarding.
When a GHL task is updated, propagate the change to your project management and calendar apps to keep everyone in sync.
Aggregate contact notes from GHL into a centralized dashboard for a 360-degree view of each contact.
Authorize APPNAME to access your GHL account with the required scopes for contacts data.
Select endpoints like contacts, notes, and tasks to include in your Zapier workflows.
Test the setup, then enable automations and monitor results from the Zapier dashboard.
You’ll access contact details, tasks linked to a contact, notes, appointments, and a list of contacts. The data exposed supports read operations suitable for reporting and automation dashboards. Some endpoints also provide identifiers to join related data across your apps. For security, access can be limited by the scope contacts.readonly.
A no-code setup is possible via Zapier App Connector. You drag and drop triggers and actions, configure account connections, and map fields without writing code. Advanced users can tweak filters and multi-step workflows to orchestrate complex automations.
OAuth 2.0 is used to securely authorize APPNAME to access GHL data. You’ll grant permission during setup and tokens are securely stored and refreshed automatically. This avoids sharing passwords and supports token-based access.
Read-only access is available for retrieving contacts, notes, tasks, and related data. Writing endpoints exist in the API, but in this configuration the scope is set to contacts.readonly to protect data integrity.
Zapier reports and dashboards surface errors from API calls, including authentication, rate limits, and missing data. You can retry failed steps, adjust field mappings, or add filters to prevent problematic runs. Logging is available in the Zapier task history.
In this read-only integration, writing to GHL via the API is not performed. If you need write capabilities, you can adjust the app connection to include write scopes or use dedicated endpoints in a separate workflow with proper safeguards.
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