Begin by obtaining your GHL API credentials from your GHL account and storing them securely in PlatoForms. Each API call should be authenticated to ensure access to contact data, tasks, notes, and appointments.
Create a new connection in PlatoForms and enter your GHL API credentials. This link lets PlatoForms read and write contact data through the GHL Contacts API while keeping your data in sync.
The core endpoints include: GET /contacts/:contactId retrieves a single contact; GET /contacts/:contactId/tasks lists tasks; GET /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id; GET /contacts/:contactId/appointments; GET /contacts/ to list contacts; GET /contacts/business/:businessId for business data; POST /contacts/ to create; PUT /contacts/:contactId to update; 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 created or updated in GHL. PlatoForms fetches the latest data via GET /contacts/:contactId and updates the corresponding contact record in PlatoForms.
Actions: create or update a contact in PlatoForms, then optionally pull related tasks and notes using GET endpoints and push changes back with PUT or POST as needed.
Method path: GET /contacts/:contactId to read, then PUT /contacts/:contactId to modify, or POST /contacts/ to create if new; follow with subsequent calls to tasks and notes endpoints as required.
Key fields: contactId, email, firstName, lastName, phone, tags, ownerId.
Trigger: a task or note is created or updated for a contact in GHL. PlatoForms pulls the task and note data via GET endpoints and surfaces it in the app.
Actions: mirror tasks and notes in PlatoForms, update statuses, and attach them to the correct contact records.
Method path: POST /contacts/:contactId/tasks to create, GET /contacts/:contactId/notes to read notes, and PUT /contacts/:contactId/tasks/:taskId to update task progress.
Key fields: contactId, taskId, noteId, content, dueDate, status, priority.
Trigger: changes in a contact or its associated business data require a broader sync across both platforms.
Actions: sync business details via GET /contacts/business/:businessId and pull contact fields; keep company context in PlatoForms aligned with GHL.
Method path: GET /contacts/business/:businessId to read business context, then GET /contacts/:contactId for contact fields; update in PlatoForms as needed.
Key fields: businessId, contactId, businessName, industry, revenue.
No code setup with a visual connector and secure API credentials, so you can automate data flow without writing a line of code.
Real time data synchronization reduces manual data entry and keeps contacts up to date across platforms.
Scalable workflows that adapt to growing contact volumes and complex scenarios without custom development.
Elements include API endpoints, authentication, triggers, actions, and data fields. Processes describe how data moves between GHL and PlatoForms and how updates propagate.
A defined URL within the GHL API used to perform a specific operation such as retrieval, creation, update or deletion of data.
The credentials or token required to prove your identity when making requests to the GHL API.
A person record stored in the GHL Contacts module, containing personal information and associated activities.
A business entity linked to contacts to provide organizational context and alignment with CRM data.
Set up an automatic pull of new contacts from GHL into PlatoForms to start nurturing campaigns immediately.
Bridge task creation and status updates so teams stay coordinated across platforms.
Share notes and appointment data to enrich customer context in PlatoForms and drive proactive outreach.
In the GHL console, generate an API key or obtain OAuth tokens and secure them for PlatoForms.
In PlatoForms, add a new connection and paste the GHL API credentials to authorize access.
Run tests to verify data flow and then enable the live integration.
No developer account is required to connect PlatoForms with the GHL Contacts API. You can set up a no code connection using API credentials generated in GHL and paste them into PlatoForms. This enables read access to contact data and related items. For more advanced flows, you can layer automations using built in triggers and actions without writing code.
You can sync core contact fields such as name, email, phone, and tags, plus related data such as tasks, notes, appointments, and business associations. The scope shown in this page indicates read only access by default, with write capabilities available when you configure the connection with appropriate permissions. You can customize field mappings to control which fields are synced and how often.
Connection security uses standard API authentication and encrypted transport. Credentials should be rotated periodically and access limited to the necessary permissions. Always use secure storage for API keys and restrict interface access to trusted users.
Yes. You can map fields between GHL contacts and PlatoForms fields and choose which fields to sync in the connection settings. If a field is not present, you can map to a closest alternative or use a default value.
You do not need Zapier. PlatoForms can connect directly to the GHL Contacts API. Middleware is optional for more complex routing or multi step workflows.
If a contact is deleted in GHL, the同步 behavior depends on your settings. You can choose to archive or remove the linked record in PlatoForms or preserve history for reporting.
Endpoint usage limits and rate constraints are documented in the GHL API docs. Your plan and token scope determine exact quotas and retry behaviors. You can monitor requests from the PlatoForms connection dashboard.
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