To start, request an API key or OAuth token from the GHL developer portal and grant Provely permission to access Contacts data. Store credentials securely and rotate tokens periodically.
Provely uses its own client credentials to securely authorize requests to the GHL Contacts API. Keep credentials in a secure vault and use OAuth where supported.
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: A contact is created or updated in GHL, and Provely fetches the latest data to update its records.
Actions: upsert contact in Provely, attach related tasks, and create notes to keep teams aligned.
GET /contacts/:contactId
contactId; taskId; notesId; businessId
Trigger: New or updated tasks in GHL are mirrored in Provely to drive timely follow-ups.
Actions: create and update tasks in Provely using /contacts/:contactId/tasks
POST /contacts/:contactId/tasks
contactId; taskId; status; dueDate
Trigger: Notes or appointments added in GHL push to Provely to enrich contact history.
Actions: post notes and create or link appointments in Provely (notes and appointments endpoints).
POST /contacts/:contactId/notes
contactId; noteId; appointmentId
No-code setup lets you connect Provely to the GHL Contacts API without writing code and with reusable workflows.
Automate data sync, tasks, notes, and appointments to reduce manual data entry and human error.
Faster time to value as teams start automating outreach and follow-ups immediately after authentication.
This glossary defines the core concepts and processes used when connecting the GHL Contacts API with Provely.
A precise URL path used to access a resource in the GHL Contacts API.
A secure token that authorizes Provely to call GHL endpoints on behalf of a user.
The process of granting Provely permission to access GHL data, typically via OAuth or API keys.
A real-time push mechanism that notifies Provely of events from GHL so actions can be taken instantly.
Use GHL events to tag and segment contacts in Provely for targeted outreach and smarter campaigns.
Automatically create and update Provely tasks from GHL to ensure timely outreach and consistent follow-ups.
Attach GHL notes to Provely contacts to keep the team aligned on history and next steps.
Obtain your GHL API key or OAuth token from the developer portal and securely store it in Provely.
Configure field mappings between GHL Contacts and Provely to ensure data sync aligns with your CRM.
Test the integration with sample data and monitor logs for errors, then refine mappings as needed.
No coding is required for a basic connection. The Provely Zapier App Connector can handle most tasks and map common fields. If you need more advanced logic, you can use custom endpoints or webhooks to tailor behavior.
You can sync core contact data, associated tasks, notes, appointments, and tags between Provely and the GHL Contacts API. This enables a cohesive picture of each contact across teams. The data you sync can include names, emails, phone numbers, task status, and upcoming meetings. Consistent data helps improve outreach and follow-ups.
Authentication typically uses a GHL API key or OAuth token to grant Provely access to Contacts data. Provely stores credentials securely and uses them to authorize requests to the GHL endpoints. Rotate credentials regularly and audit access for compliance.
The most commonly used endpoints are for retrieving and updating contacts, managing tasks, and posting notes. Examples include GET /contacts/:contactId, POST /contacts/:contactId/tasks, and POST /contacts/:contactId/notes. Tailor usage to your workflow, starting with read operations and expanding to writes as needed.
Yes. You can filter and organize synced data by tags or business identifiers. This enables segmenting contacts based on campaigns, owner, or business unit, and then applying targeted automation in Provely. Use query parameters and mapping rules to enforce these filters during sync.
There can be rate limits depending on the GHL plan and API usage. Plan for bulk operations with batching and implement exponential backoff in your integration logic. Monitor quota usage in Provely dashboards and adjust sync frequency as needed.
If a sync fails, start by checking authentication, endpoint availability, and field mappings. Review API response codes and error messages, fix mismatches, and re-run the sync with test data. Enable verbose logging to pinpoint the issue and set up alerts for future failures.
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