Accessing the Contacts API requires secure authorization. Use your GHL API key with the correct scope (contacts.readonly) or an OAuth token. Keep credentials confidential and rotate them regularly.
Perfit authenticates to the GHL API using app credentials and a key with the required scope. Store secrets securely and follow best practices for credential rotation.
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: New or updated contact in Perfit
Actions: Create or update contact in GHL using POST /contacts/ or PUT /contacts/:contactId; map fields such as name, email, and phone
POST /contacts/
name, email, phone
Trigger: Task created or updated in Perfit
Actions: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed
POST /contacts/:contactId/tasks
taskTitle, dueDate, status, contactId
Trigger: Tag assigned to contact in Perfit
Actions: POST /contacts/:contactId/tags
POST /contacts/:contactId/tags
contactId, tag
Automate data flow without writing code, reducing manual data entry
Speed up onboarding and keep records consistent across systems
Real-time sync helps teams act on fresh information
A quick glossary of core terms used to describe the integration workflow between Perfit and the GHL Contacts API.
Application Programming Interface: a set of rules allowing software to communicate with each other.
A specific URL in an API that performs a defined operation, such as retrieving a contact or updating a task.
OAuth is a standard for delegated authorization enabling apps to access data without sharing passwords.
Webhook is an HTTP callback that delivers real-time updates; scope defines the access level granted to the API.
Automatically create or pull new contacts from Perfit into GHL during onboarding, saving time and reducing errors.
Route Perfit tasks to GHL as needed so teams can follow up efficiently.
Tag and segment contacts in GHL based on Perfit activity for smarter campaigns.
No code is required to begin. You can configure the integration using prebuilt connectors and visual mapping. If you need advanced logic, a developer can extend the mappings with minimal custom code. The key is to define your triggers and field mappings clearly. Second paragraph: Always test in a sandbox or staging environment before going live, and enable logging to troubleshoot issues quickly.
You need a GHL API key with the necessary scope (typically contacts.readonly for reading data, or broader scopes for write access) and Perfit app credentials. Keep credentials secure and rotate them on a regular schedule. Second paragraph: If your organization uses OAuth, ensure the token has not expired and the redirect URLs are correctly configured.
For a basic sync, include endpoints to read contacts, read tasks, and read notes. As you expand, add create and update endpoints for contacts and tasks. Second paragraph: Always map essential fields such as contact name, email, and task status to ensure data consistency.
Use a test or sandbox environment provided by the platforms, or create a separate test account. Run end-to-end scenarios with sample data and verify results in both systems. Second paragraph: Review error logs and implement retry logic to handle transient failures.
Yes. Field mappings can be customized in the connector settings to align Perfit fields with their GHL equivalents. You can map names, emails, phone numbers, and custom fields as needed. Second paragraph: If a field does not exist in GHL, consider using a custom field or a tag-based approach for segmentation.
Yes. API rate limits depend on your GHL plan. Plan for bursts during onboarding and implement exponential backoff and retries. Second paragraph: Monitor usage via the API dashboard and adjust polling frequencies to stay within limits.
Sync status and logs can be viewed in the integration tab within Perfit and in the GHL developer console. Set up alerts for failures or delays. Second paragraph: Use dashboards to track successful syncs, errors, and latency over time.
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