Access to the Contacts API requires a valid GHL API token with the appropriate scope (e.g., contacts.readonly). Generate credentials in the GHL developer console and store them securely in Plezi’s connector settings.
In Plezi, configure the Plezi–GHL connector by supplying the GHL base URL, client credentials, and the access token. Use the provided scope to fetch or modify data as needed, and tighten permissions only for required workflows.
Key endpoints include: 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 Plezi triggers a sync to GHL’s Contacts endpoint
Actions: create or update contacts in GHL, update related tasks and notes as needed
Methods and paths to use: POST /contacts/ to create, PUT /contacts/:contactId to update, GET /contacts/:contactId to fetch data; map Plezi fields to GHL contact fields
Key fields: contactId, email, name, phone, tags
Trigger: task updates in Plezi or GHL initiate a sync to keep both systems aligned
Actions: create, update, or mark tasks as completed in the paired app; synchronize task status
Methods: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId
Key fields: taskId, status, dueDate, title, associatedContactId
Trigger: a note is added or updated on a contact in either system to mirror the change
Actions: create or update notes in GHL, attach to the correct contact, and pull activity data into Plezi
Methods: GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id; POST /contacts/:contactId/notes
Key fields: noteId, contactId, content, createdAt
Faster time to value with no‑code connectors between Plezi and the GHL Contacts API
Automations run across systems without custom development
Scalable workflows for managing contacts, tasks, notes, and appointments across Plezi and GHL
A quick glossary of terms used throughout this guide, covering endpoints, triggers, actions, and data fields that power the Plezi–GHL integration
A URL path on the GHL API used to retrieve or manipulate data (for example, /contacts/:contactId)
An event in Plezi or GHL that starts an automation or data sync
An operation performed in response to a trigger (e.g., create or update a record)
Fields used to identify and map records (for example, id, email, contactId)
Automatically enrich Plezi contacts with GHL data like company size and industry using the Contacts API
Ship templates to automate common sales processes between Plezi and GHL, reducing setup time
Use data from Plezi and GHL to surface insights and suggested next steps
Obtain your GHL API token and ensure the proper scope is granted for the tasks you want to automate. Store securely.
Enter the base URL, select endpoints, and map Plezi fields to GHL fields within the Plezi connector UI.
Run test syncs, review logs, and switch on live automation once results are consistent.
Authentication can be done using a GHL API token with the required scope. Store credentials securely and rotate them regularly. If you need write access, request the appropriate permissions in your GHL app settings. Always follow the principle of least privilege. In Plezi, configure the token in the connector and test connectivity before enabling automation.
Yes, you can combine read and write capabilities with tokens that have the appropriate scope. However, use the lowest necessary scope for each integration to minimize risk. If your workflow requires both reads and writes, ensure the token’s permissions cover those actions and monitor usage.
Available endpoints include contacts, tasks, notes, appointments, and business lookups. Use GET for retrieval, POST to create, PUT to update, and DELETE to remove records. Mapping between Plezi fields and GHL fields is done in the Plezi connector configuration.
Rate limits apply to GHL API requests. Plan for bursts during syncs and implement exponential backoff in retry logic. If you exceed limits, the API will respond with appropriate error codes; adjust concurrency or pacing in Plezi accordingly.
Yes. Plezi can synchronize notes and tasks automatically using the defined triggers. Set up bidirectional tasks and notes sync to keep both systems up to date without manual work.
Plezi provides logs and troubleshooting tips in the connector panel. If issues arise, review the request/response payloads, authentication status, and endpoint availability. Enable verbose logging for deeper diagnostics and consult the integration docs for guidance.
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