Use OAuth 2.0 to authorize Pensight to access your GHL Contacts data. Generate an API key and set the scope to read-only or as needed.
Configure Pensight as an OAuth client in your GHL account and grant the requested scopes to enable data flow between Pensight and the Contacts API.
– 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 – contacts.write – 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 contact is updated in GHL, Pensight pulls the latest data and refreshes related records.
Actions: Retrieve contact details, attachments, and related tasks; no write actions unless scope allows.
GET /contacts/:contactId
Key fields: id, email, firstName, lastName, phone
Trigger: Tag changes in GHL update Pensight contact tags.
Actions: Add/remove tags on contacts; reflect in notes and tasks.
POST /contacts/:contactId/tags
Key fields: contactId, tagIds, tagNames
Trigger: Pensight creates a task or note in GHL when relevant activity occurs.
Actions: Create/update tasks, fetch notes, link to the correct contact.
POST /contacts/:contactId/tasks
Key fields: contactId, taskId, title, status
No custom code required for basic data sync between Pensight and GHL.
Real-time access to contacts, tasks, and notes to power automations.
Faster setup and lower maintenance with ready-to-use endpoints.
This glossary covers API, endpoints, OAuth, scopes, and the data flow between Pensight and the GHL Contacts API.
Application Programming Interface: a set of rules that lets Pensight communicate with the GHL Contacts API.
A specific URL path in the GHL API used to perform an action on a resource.
OAuth 2.0 is the authorization framework used to grant Pensight access to GHL data.
Permissions granted to Pensight when connecting to the GHL API (for example, contacts.readonly).
Automatically enrich Pensight contact records by pulling updated data from GHL whenever contacts change.
Create or update GHL tasks from Pensight events to keep teams aligned.
Sync notes and activity history to provide complete context in both systems.
Register an API key in GHL and configure OAuth for Pensight with the Contacts API scope.
Set scope to contacts.readonly (and any write scopes if needed).
Run test calls like GET /contacts/ to verify data flow.
Pensight can access contact data within the scopes you grant in GHL. This includes basic contact fields, associated tasks, notes, and activities as permitted by your OAuth token. To maintain security, Pensight only reads data within the approved scope and adheres to your permissions.
No coding is required to establish the basic connection; you can configure Pensight as a connected app and authorize access from your GHL account. If you need more complex automation, you can extend functionality via endpoints and webhooks, but the core connection can be set up without writing code.
Yes, depending on your granted scope. If you include write permissions (such as for contacts or tasks), Pensight can create and update records in GHL. Always test changes in a safe environment and monitor impact before broad rollout.
Notes and tasks can be synced based on configured triggers. Automatic syncing depends on your setup and webhooks; ensure they’re enabled for real-time updates. Review sync intervals and consider batching where appropriate.
API rate limits apply per token and are documented in the GHL API docs. Plan requests, use caching, and implement retries with backoff to stay within limits. If you anticipate high volume, contact support to discuss rate limit accommodations.
To revoke access, disconnect Pensight from your GHL account in the connected apps settings and revoke the OAuth token. You can reauthorize later if needed.
The API endpoints list is documented in this guide and is accessible via your GHL developer console. You can copy paths and parameters as needed for your workflows.
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