How to Connect PheedLoop to Contacts API

Contacts API x PheedLoop: Seamless Data Sync

How to connect Contacts API with PheedLoop

This guide walks you through securely connecting the Contacts API to PheedLoop for bidirectional sync of contacts tasks notes and appointments without code.

Auth: Contacts API

Authorize API calls to the Contacts API using OAuth 2.0 plus your API key to enable read and write access.

Auth: PheedLoop

Authenticate PheedLoop to the GHL connection by exchanging access tokens and validating permissions before syncing data.

Endpoints for 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, 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

Top 3 Connections Between Contacts API and PheedLoop

1) Core Contact Sync

Trigger: When a contact is created or updated in PheedLoop, the system checks Contacts API to create or update the corresponding record.

Actions: Create or update contacts and optionally pull related tasks notes and appointments for a complete profile.

Methods: GET /contacts/:contactId for reads POST /contacts/ to create PUT /contacts/:contactId to update.

Key fields: contactId and email as primary identifiers; businessId for organization data.

Top 3 Connections Between Contacts API and PheedLoop

2) Tasks and Notes Sync

Trigger: New or updated tasks and notes in Contacts API push to PheedLoop.

Actions: Create update and delete tasks and notes in PheedLoop and attach them to the right contact.

Methods: POST /contacts/:contactId/tasks PUT /contacts/:contactId/tasks/:taskId GET /contacts/:contactId/notes

Key fields: contactId taskId noteId

Top 3 Connections Between Contacts API and PheedLoop

3) Tags and Business Context

Trigger: Tag updates in Contacts API apply to the linked PheedLoop contact.

Actions: Apply tags in PheedLoop and propagate business metadata across systems.

Methods: POST /contacts/:contactId/tags GET /contacts/:contactId/tags

Key fields: contactId tag tagId

No Code Benefits of the GHL Contacts API and PheedLoop Integration

Automate two way data flow without custom code, keeping records in sync automatically.

Reduce manual data entry and maintain consistent contact information across apps.

Speed onboarding by linking contacts to tasks notes and appointments for each record.

Key Terms and Glossary

Key elements include API endpoints authentication triggers actions and data fields. Understanding these helps plan reliable automations.

API Endpoint

A specific URL path in the GHL API used to access a resource such as a contact task note or appointment.

Authentication

The process (usually OAuth 2.0) that proves identity and grants access to API resources.

OAuth 2.0

An authorization framework used to obtain access tokens for API calls.

Rate Limiting

Limits on the number of API calls allowed in a period to protect service stability.

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3 Creative Ideas for Connecting Contacts API and PheedLoop

Auto-Tag New Contacts

Automatically tag new contacts in GHL when they sign up in PheedLoop for targeted workflows.

Task-driven Onboarding

Create onboarding tasks in PheedLoop when a contact is added or updated in GHL to guide users.

Appointment Reminders

Sync appointment data and send reminders from PheedLoop using details from the Contacts API.

3 Steps to Connect Contacts API with PheedLoop

Step 1: Gather API credentials

Obtain your GHL API key and OAuth client credentials then authorize the connection from PheedLoop.

Step 2: Configure endpoints and permissions

Enable required scopes and map fields between systems to ensure correct data flow.

Step 3: Test, monitor, and optimize

Run test syncs verify data integrity and set up alerts for issues.

Frequently Asked Questions

What authentication is required to connect the GHL Contacts API to PheedLoop?

Authentication is typically done with OAuth 2.0 and API keys to grant secure access to Contacts API resources. You will authorize the connection within PheedLoop and grant the necessary readWrite scopes. In production, rotate tokens regularly and follow best practices for safeguarding credentials. The setup steps also include confirming the identity of your GHL account and the permissions assigned to your user.

The available endpoints include reading retrieval of contacts, tasks, notes, and appointments as well as creating updating and deleting records. See the endpoint list in the dedicated section for exact paths. This lets you build automation that touches the right resources without extra coding. You can design triggers that respond to changes and perform actions in PheedLoop.

No code options are supported through connectors and automation platforms. If you prefer, you can use Zapier or a built-in integration to map fields and set triggers and actions without writing code. For advanced scenarios, direct API calls are also possible.

Field mapping is done by aligning source fields to target fields such as contactId email and tags. Use consistent identifiers to link records across systems and maintain data integrity. Validate mappings with sample records before going live.

Rate limits vary by endpoint and plan. If you hit a 429 or server error, implement exponential backoff and retry logic. Log errors and alert your team when thresholds are exceeded to maintain smooth operation.

Yes. You can synchronize contacts tasks notes and appointments between GHL Contacts API and PheedLoop. Use the endpoints for reads and writes to keep data aligned across platforms.

Test the integration in a sandbox or staging environment first. Use logging monitoring and alerts to verify that data flows correctly and that errors are surfaced quickly. After testing, gradually roll out to production with safeguards.

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🚀 GoHighLevel Integration

Complete Operations Catalog - 126 Actions & Triggers

126
Total Operations
55
Polling Triggers
71
Actions
14
Categories
👥

Contacts

10 Triggers 18 Actions
Trigger
Get Contact
Retrieve a specific contact by ID
Trigger
Search Contacts
Advanced search with filters
Trigger
Get Contacts by Business
Retrieve contacts linked to a business
Trigger
Get Duplicate Contact
Check for duplicate contacts
Trigger
Get Contact Appointments
List all appointments for a contact
Trigger
Get Contact Tasks
Retrieve all tasks for a contact
Trigger
Get Contact Task by ID
Get specific task details
Trigger
Get Contact Notes
List all notes for a contact
Trigger
Get Contact Note by ID
Retrieve specific note details
Trigger
List Contacts (Deprecated)
Legacy contact listing method
Action
Create Contact
Add a new contact to the system
Action
Update Contact
Modify existing contact information
Action
Find Contact
Search by email, phone, or ID
Action
Delete Contact
Remove a contact permanently
Action
Upsert Contact
Create or update contact automatically
Action
Add Tags to Contact
Tag contacts for organization
Action
Remove Tags from Contact
Remove specific tags
Action
Bulk Update Contact Tags
Add or remove multiple tags at once
Action
Create Contact Task
Add a new task for a contact
Action
Update Contact Task
Modify existing task details
Action
Complete Contact Task
Mark task as complete
Action
Delete Contact Task
Remove a task permanently
Action
Create Contact Note
Add notes to contact records
Action
Update Contact Note
Edit existing notes
Action
Delete Contact Note
Remove notes from contacts
Action
Add Contact to Campaign
Enroll contact in campaign
Action
Remove from Campaign
Remove contact from specific campaign
Action
Remove from All Campaigns
Unenroll from all campaigns
📅

Calendars & Appointments

13 Triggers 21 Actions
Trigger
List Calendar Groups
Get all calendar groups
Trigger
List Calendars
Retrieve all calendars
Trigger
Get Calendar by ID
Get specific calendar details
Trigger
Get Free Slots
Check calendar availability
Trigger
List Calendar Events
Get all scheduled events
Trigger
List Blocked Slots
View unavailable time slots
Trigger
Get Appointment
Retrieve appointment details
Trigger
List Appointment Notes
Get notes for appointments
Trigger
List Calendar Notifications
View notification settings
Trigger
Get Calendar Notification
Get specific notification
Trigger
List Calendar Resources
View rooms and equipment
Trigger
Get Calendar Resource
Get specific resource details
Action
Create Calendar Group
Set up new calendar group
Action
Update Calendar Group
Modify calendar group settings
Action
Update Group Status
Enable or disable calendar group
Action
Delete Calendar Group
Remove calendar group
Action
Validate Group Slug
Check if slug is available
Action
Create Calendar
Add new calendar
Action
Update Calendar
Modify calendar settings
Action
Delete Calendar
Remove calendar permanently
Action
Create Appointment
Book new appointment
Action
Update Appointment
Modify appointment details
Action
Delete Event
Cancel and remove event
Action
Create Block Slot
Block time on calendar
Action
Update Block Slot
Modify blocked time
Action
Create Appointment Note
Add notes to appointments
Action
Update Appointment Note
Edit appointment notes
Action
Delete Appointment Note
Remove appointment notes
Action
Create Calendar Notification
Set up reminders
Action
Update Notification
Modify notification settings
Action
Delete Notification
Remove notification
Action
Create Calendar Resource
Add room or equipment
Action
Update Calendar Resource
Modify resource details
Action
Delete Calendar Resource
Remove resource
💼

Opportunities

3 Triggers 7 Actions
Trigger
Search Opportunities
Find opportunities with filters
Trigger
Get Opportunity
Retrieve specific opportunity
Trigger
List Pipelines
View all opportunity pipelines
Action
Create Opportunity
Add new sales opportunity
Action
Update Opportunity
Modify opportunity details
Action
Delete Opportunity
Remove opportunity
Action
Update Opportunity Status
Change status (open, won, lost)
Action
Upsert Opportunity
Create or update opportunity
Action
Add Followers
Assign team members to follow
Action
Remove Followers
Unassign followers
👤

Users

4 Triggers 3 Actions
Trigger
Search Users
Find users with filters
Trigger
Filter Users by Email
Search users by email address
Trigger
Get User
Retrieve user details
Trigger
List Users by Location
Get users in specific location
Action
Create User
Add new user to system
Action
Update User
Modify user information
Action
Delete User
Remove user from system
💬

Conversations & Messages

8 Triggers 2 Actions
Trigger
Search Conversations
Find conversations by filters
Trigger
Get Conversation
Retrieve conversation details
Trigger
Get Email by ID
Retrieve specific email
Trigger
Get Message by ID
Get specific message details
Trigger
Get Messages by Conversation
List all conversation messages
Trigger
Get Message Recording
Retrieve voice recording
Trigger
Get Message Transcription
Get transcribed message text
Trigger
Download Transcription
Download transcription file
Action
Update Message Status
Change message read/unread status
Action
Agent Typing Indicator
Show typing indicator in chat
🏢

Businesses

2 Triggers 3 Actions
Trigger
Get Business
Retrieve business details
Trigger
List Businesses by Location
Get all businesses in location
Action
Create Business
Add new business
Action
Update Business
Modify business details
Action
Delete Business
Remove business
🔄

Workflows & Campaigns

3 Triggers 5 Actions
Trigger
List Workflows
Get all workflows
Trigger
List Snapshots
View available snapshots
Trigger
List Campaigns
Get all campaigns
Action
Add Contact to Workflow
Enroll in workflow automation
Action
Remove from Workflow
Unenroll from workflow
Action
Add Contact Followers
Assign followers to contact
Action
Remove Contact Followers
Unassign followers
Action
Bulk Business Update
Add/remove contacts from business
⚙️

Other Operations

20 Triggers 8 Actions
Trigger
List Locations
Get all locations
Trigger
List Custom Fields
View custom field definitions
Trigger
Get Company
Retrieve company information
Trigger
Find Associations
Search associations
Trigger
Get Association
Retrieve association details
Trigger
Get Association Key
Get key by name
Trigger
Get Association by Keys
Find by object keys
Trigger
Get Relations by Record
List record relations
Trigger
Check Blog URL Slug
Verify slug availability
Trigger
Get Blog Authors
List blog authors
Trigger
Get Blog Categories
List blog categories
Trigger
Get Blog Posts
List posts by blog
Trigger
Get Blogs by Location
List location blogs
Action
Find Location by ID
Retrieve location details
Action
Create Location
Add new location
Action
Create Association
Link related records
Action
Update Association
Modify association
Action
Delete Association
Remove association
Action
Create Relation
Establish record relation
Action
Delete Relation
Remove record relation
Action
Create Blog Post
Publish new blog post
Action
Update Blog Post
Edit blog post

✨ Key Capabilities

📊 Contact Management

  • 10 custom field slots per contact
  • Advanced search with filters
  • Duplicate detection
  • Tag management (bulk operations)
  • Full task and note management
  • Campaign & workflow enrollment

📅 Calendar Features

  • Calendar groups with slugs
  • Multiple calendar types
  • Free slot checking
  • Appointment booking system
  • Blocked slots management
  • Room & equipment resources

💼 Sales Pipeline

  • Multi-pipeline support
  • Stage management
  • Status tracking (won, lost, etc)
  • Monetary value tracking
  • User assignment
  • Follower management

🔄 Automation Ready

  • Workflow automation support
  • Campaign management
  • Polling triggers (1-15 min)
  • Real-time conversations
  • Bulk operations
  • Upsert capabilities
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