Obtain an API key with the required scope (contacts.readonly) and store it securely. Use sandbox/testing credentials before going live.
Configure Perfex CRM to accept API requests from GHL, using OAuth or API tokens. Rotate credentials regularly and restrict permissions to the minimum necessary.
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: when a contact is created or updated in Perfex CRM to fetch latest data from GHL.
Actions: pull contact fields, then map and update the Perfex CRM contact record; handle related data like tasks and notes if needed.
GET /contacts/:contactId
Required: contactId. Optional expansions: tasks, notes, appointments if supported by your integration layer.
Trigger: create/update tasks associated with a contact in GHL, mirrored in Perfex CRM.
Actions: fetch /contacts/:contactId/tasks, map task fields, update Perfex CRM tasks.
GET /contacts/:contactId/tasks
Required: contactId, taskId
Trigger: notes creation/modification events in GHL to Perfex CRM notes.
Actions: pull notes, map to Perfex CRM notes field, attach to the corresponding contact.
GET /contacts/:contactId/notes
Required: contactId, id
Automate data flow between GHL and Perfex CRM without writing code.
Maintain a single source of truth with synchronized contacts across both platforms.
Scale operations with API-driven automations and real-time updates.
Key data elements, how endpoints map to Perfex CRM objects, and the processes that keep data aligned.
Application Programming Interface: a documented set of endpoints and rules that enable software components to communicate.
A specific URL in an API that represents a resource or action.
GET, POST, PUT, DELETE and other verbs that perform operations on resources.
The process of verifying identity and permissions, typically via API keys or OAuth tokens.
Set up near real-time sync so that updates in either system reflect in the other within seconds.
Create a two-way flow for tasks and notes to stay in sync across platforms.
Use webhooks or polling to kick off automated actions when data changes.
Collect API keys for GHL and Perfex CRM and verify scopes (readonly vs write).
Map GHL fields to Perfex CRM fields to ensure accurate data transfer.
Run test calls, validate results, monitor logs, and enable automation in production.
First, you can connect without custom code using the no-code integration options available in GHL and Perfex CRM. This approach minimizes setup time. Second, you can scale with developer-facing endpoints for deeper customization and automation, should your business needs grow.
Readonly access lets you view data without making changes. Write permissions enable creating, updating, or deleting records. For safety, grant the minimum required permissions and audit changes regularly.
Use field mappings to align GHL contact fields (name, email, phone) with Perfex CRM fields. Validate with sample records and adjust as needed to avoid data drift.
Yes. You can pull tasks and notes associated with a contact and push updates between systems. Implement an endpoint mapping strategy to keep data synchronized.
Store API keys securely, rotate credentials regularly, and use restricted scopes. Enable IP allowlists or mutual TLS where available.
Use sandbox/test endpoints to verify data transfers. Review logs for errors, confirm responses, and run end-to-end tests before production.
Common issues include authentication failures, insufficient permissions, and endpoint mismatches. Check credentials, verify scopes, and consult the API documentation for endpoint details.
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Complete Operations Catalog - 126 Actions & Triggers
