To pull contact data into PeopleForce, grant read-only access to the GHL Contacts API using OAuth tokens or API keys. Limit scope to contacts.readonly to minimize risk while enabling syncing of core contact details, tasks, notes, and related items.
In PeopleForce, configure a trusted integration with the GHL API. Generate an integration key, set the appropriate scopes, and connect to the Contacts API endpoints listed below to enable bidirectional, real-time data flow for contacts, tasks, notes, and more.
– 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: GET /contacts/:contactId
Method path: GET /contacts/:contactId
Key fields: contactId, name, email, phone, company
Trigger: GET /contacts/:contactId/tasks
Actions: Import tasks into PeopleForce as linked tasks or to-dos for the contact
Method path: GET /contacts/:contactId/tasks
Key fields: taskId, contactId, title, status, dueDate
Trigger: GET /contacts/:contactId/notes
Actions: Attach notes to the corresponding PeopleForce contact and surface in activity history
Method path: GET /contacts/:contactId/notes
Key fields: noteId, contactId, content, createdDate
Faster onboarding: set up requires no custom code and enables rapid data synchronization between systems.
Unified data: keep contacts, tasks, notes, and appointments in one place for a clearer customer view.
Automation readiness: trigger workflows in PeopleForce when GHL data changes to reduce manual work.
Familiarize yourself with common terms used in API integrations: endpoints, triggers, actions, field mappings, and data sync processes.
A specific URL and HTTP method used to access a resource in an API.
The process of verifying identity and granting access to data and services.
Assigning equivalent data fields between GHL and PeopleForce so data is transferred correctly.
A callback mechanism that notifies a system when a specific event occurs in another system.
When a new contact is added in GHL, automatically create a matching contact in PeopleForce with mapped fields and a linked activity trail.
Sync tasks from GHL to PeopleForce as activities, preserving due dates, statuses, and assignees for unified task management.
Transfer notes from GHL into PeopleForce notes to build a complete contact history for sales and support teams.
Create and secure a GHL API key or OAuth token with contacts.readonly scope, and set up a PeopleForce integration key.
Define field mappings (name, email, phone, etc.), and ensure the connection is allowed to read contacts, tasks, notes, and appointments.
Run test syncs for a sample contact, verify data integrity, and enable automatic syncing in production.
No coding is required for this integration. The setup uses standard API endpoints and field mappings to transfer data between GHL and PeopleForce. Use the provided credentials to authorize access and configure your mappings in the app connector. If you run into any limits, you can adjust scopes to keep read-only access for testing. For advanced users, you can customize event-driven flows using webhooks to trigger actions in PeopleForce when specific GHL data changes.
You can sync core contact data (name, email, phone, company), associated tasks, notes, and appointments. The API endpoints listed support retrieve and update operations, enabling a comprehensive 360-degree view of a contact’s activity across both systems.
Yes. In addition to contacts, you can sync tasks, notes, and basic appointment data. This enables a richer, contextual client profile in PeopleForce and supports more complete workflows for sales and support.
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