To access the Contacts API, obtain your GHL API credentials and apply the required scope of contacts.readonly. Include an Authorization header with a Bearer token on each request and limit actions to the appropriate methods for your workflow.
In your GHL account, authorize Poptin to access the Contacts API. This grants read access to contact data and related resources per the configured scope. Store tokens securely and rotate them periodically.
– GET /contacts/:contactId — Retrieve a single contact by ID. – GET /contacts/:contactId/tasks — Retrieve tasks for a contact. – GET /contacts/:contactId/tasks/:taskId — Retrieve a specific task for a contact. – GET /contacts/:contactId/notes — Retrieve notes for a contact. – GET /contacts/:contactId/notes/:id — Retrieve a specific note for a contact. – GET /contacts/:contactId/appointments — Retrieve appointments for a contact. – GET /contacts/ — List all contacts. – GET /contacts/business/:businessId — List contacts for a specific business. – Scope: contacts.write — Permissions for write operations. – POST /contacts/ — Create a new contact. – PUT /contacts/:contactId — Update an existing 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 for a contact. – PUT /contacts/:contactId/tasks/:taskId/completed — Mark a task as completed. – DELETE /contacts/:contactId/tasks/:taskId — Delete a task for a contact. – POST /contacts/:contactId/tags — Add tags to a contact.
When a new form submission is captured by Poptin, automatically create a new contact in the Contacts API.
Create the contact via POST /contacts/, then map fields like email, firstName, lastName, phone, and company to ensure a complete record.
POST /contacts/ with a subsequent GET /contacts/:contactId to verify a new entry.
email, firstName, lastName, phone, company
If an existing contact is identified by email, update their information when form data changes in Poptin.
Use PUT /contacts/:contactId to update mapped fields and you may add or modify tags via POST /contacts/:contactId/tags.
PUT /contacts/:contactId
contactId, email, updatedFields
On form completion or key update events, create notes or tasks for the contact.
Create notes and tasks with POST /contacts/:contactId/notes and POST /contacts/:contactId/tasks.
POST /contacts/:contactId/notes and POST /contacts/:contactId/tasks
note content, date; task title, dueDate, status
Automate lead routing to your sales stack without writing a line of code.
Keep contact data synchronized in real time across Poptin and your CRM.
Provide a unified contact history across apps for faster qualification and follow-up.
Key data elements include contactId, email, firstName, lastName, phone, notes, tasks, and tags. Core processes cover authentication, field mapping, endpoint usage, webhook events, and rate limiting to ensure reliable synchronization.
Application Programming Interface a set of rules that lets software apps communicate with each other.
OAuth 2.0 enables secure delegated access between apps without sharing credentials.
A specific URL on the API that performs a defined action.
A reverse API call that sends real-time data to your app when events occur.
Map Poptin form fields to contact fields in the Contacts API and use POST /contacts/ to create new records.
When a user updates a form field, push changes to the corresponding contact via PUT /contacts/:contactId.
Create notes and tasks automatically using POST /contacts/:contactId/notes and POST /contacts/:contactId/tasks.
Obtain GHL API credentials and set the scope to contacts.readonly as a starting point.
Select endpoints to use and map contact fields from Poptin to the Contacts API fields.
Test flows in a safe environment, review logs and rate limits, then go live.
You need a GHL API key with the contacts.readonly scope for read access. If you plan to create or update contacts, request additional scopes such as contacts.write. The exact scopes depend on your use case and the actions you perform. Keep credentials secure and rotate tokens regularly. Ensure you implement proper error handling and rate limit awareness to avoid disruptions during live operations.
Yes, by mapping Poptin form fields to contact fields and using POST /contacts/ to create new records. You should enforce unique identifiers like email to prevent duplicates. Consider adding a deduplication step before creating new contacts and handling conflicts gracefully in your workflow.
To update a contact, use PUT /contacts/:contactId with the fields you want to change. This keeps the record current with user-submitted data from Poptin. Optionally, you can update related data such as tags or notes in the same flow to keep context intact.
Yes, you can attach notes via POST /contacts/:contactId/notes and create tasks via POST /contacts/:contactId/tasks. Notes can document submission context and tasks can trigger follow-up actions. Map fields such as note content, date, task title, and dueDate to ensure clear records for teammates.
Common endpoints include GET /contacts/:contactId to retrieve a contact, POST /contacts/ to create, PUT /contacts/:contactId to update, and GET /contacts/ for listing. You may also fetch related tasks via GET /contacts/:contactId/tasks and notes via GET /contacts/:contactId/notes. Use these in combination with mapping rules to keep data synchronized across systems.
Test the integration in a sandbox or staging environment first. Validate field mappings, authentication, and error handling. Monitor logs and rate limits, and perform end-to-end tests with real form submissions before going live.
Refer to the endpoint list in this guide for detailed URLs and actions. The docs cover common CRUD operations and examples to help you map fields accurately. As endpoints evolve, update your mappings and test any new fields or endpoints you plan to use.
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