Authenticate with OAuth 2.0 tokens scoped to the Contacts API. Include the access token in the Authorization header as Bearer
Securely authenticate Pleo using your API key or OAuth credentials from the Pleo developer console and attach them to outbound requests.
– GET /contacts/:contactId – Retrieve a contact’s details – GET /contacts/:contactId/tasks – List tasks for a contact – GET /contacts/:contactId/tasks/:taskId – Retrieve a specific task – GET /contacts/:contactId/notes – Get notes for a contact – GET /contacts/:contactId/notes/:id – Get a specific note – GET /contacts/:contactId/appointments – Get appointments for a contact – GET /contacts/ – List contacts – GET /contacts/business/:businessId – Get contacts by business – API Endpoint9: contacts.write – Write access permission for contacts – POST /contacts/ – Create a new contact – PUT /contacts/:contactId – Update a contact – DELETE /contacts/:contactId – Delete a contact – POST /contacts/:contactId/tasks – Create a task for a contact – PUT /contacts/:contactId/tasks/:taskId – Update a task – PUT /contacts/:contactId/tasks/:taskId/completed – Mark a task as completed – DELETE /contacts/:contactId/tasks/:taskId – Delete a task – POST /contacts/:contactId/tags – Tag a contact
Trigger: New or updated contact in Contacts API
Action: Create or update matching contact in Pleo
POST /contacts/
name, email, phone, external_id
Trigger: New or updated task in Contacts API
Action: Create a corresponding task in Pleo and link to the contact
POST /contacts/:contactId/tasks
contactId, title, dueDate
Trigger: New note in Contacts API
Action: Create a note in Pleo under the same contact
POST /contacts/:contactId/notes
contactId, noteId, content
Setup takes minutes, not weeks—no developer needed to connect Contacts API with Pleo.
Automatic data synchronization reduces manual data entry and human error.
Prebuilt triggers and actions enable rapid workflow automation across both systems.
A concise glossary of terms used in this integration, including endpoints, triggers, and data mapping between GHL Contacts API and Pleo.
An individual in the Contacts API dataset with identifying fields such as name, email, and phone.
A specific URL route used to perform operations via the API.
An event in a system that starts an automated workflow.
How data fields align between Contacts API and Pleo to ensure accurate transfers.
Auto-create onboarding tasks in Pleo when a new contact is added in Contacts API to guide the handoff.
Trigger reminders and notifications in Pleo when a contact status changes in Contacts API.
Aggregate and visualize the synced data in a Pleo dashboard using standard fields.
Register a new app in the GHL developer portal and capture client credentials.
Assign the Contacts API scope (e.g., contacts.readonly) and configure endpoint access.
Use a sandbox environment to verify data flows, then switch to production keys.
The Contacts API scope typically includes read access to contact records and related resources. To enable full syncing, ensure your app is granted the necessary permissions (for example, contacts.readonly) and that you protect tokens securely. Use sandbox credentials to validate flows before going live. During production, rotate credentials periodically and monitor API usage to detect anomalies early.
Yes. You can connect Pleo to the Contacts API without custom code by using prebuilt connectors and workflows in the GHL platform. These no-code tools allow you to set triggers and actions that move data between systems automatically. If you need deeper customization, you can extend the setup with optional code steps or webhooks as needed.
Essential endpoints include: GET /contacts/:contactId to fetch contact data, POST /contacts/ to create, PUT /contacts/:contactId to update, POST /contacts/:contactId/tasks to create tasks, and POST /contacts/:contactId/notes to attach notes. For full visibility, keep an eye on GET /contacts/ and GET /contacts/:contactId/appointments for context. Additionally, ensure you have the appropriate permissions (e.g., contacts.write) for write operations.
Use OAuth 2.0 or API keys as appropriate, and transmit tokens only over HTTPS. Implement token rotation, scope restriction to minimal required permissions, and store credentials in a secure vault. Log access events and employ IP restrictions where supported.
During initial sync, existing records may be matched by a unique external_id. Enabling incremental syncing prevents duplicate records. For large datasets, batch processing with retry logic helps maintain data integrity and reduce conflicts.
Most integrations provide logs or an activity feed within the GHL or the connected app console. Look for API call logs, error messages, and webhook delivery status. Use these to diagnose failures and verify successful data transfers.
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Complete Operations Catalog - 126 Actions & Triggers
