Use a trusted authentication method such as API keys or OAuth 2.0 to securely access the Contacts API. Store tokens securely and rotate credentials regularly.
In pulseM, create a new GHL connection using your API credentials for the Contacts API. Select the scope you need, then test the connection.
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 GHL prompts pulseM to create or update a corresponding contact record.
Actions: Create or update a contact (POST /contacts/ or PUT /contacts/:contactId), and attach related notes or tasks as needed.
Methods/Paths: POST /contacts/ to create; PUT /contacts/:contactId to update; POST /contacts/:contactId/tasks for related tasks.
Key fields: contactId, email, firstName, lastName, phone
Trigger: When a task changes in GHL, PulseM updates the related record and notes.
Actions: Create or update tasks (POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed) and attach notes (POST /contacts/:contactId/notes).
Methods/Paths: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; POST /contacts/:contactId/notes
Key fields: contactId, taskId, id, status, title
Trigger: Periodic sync cycles pull a full list of contacts and apply tags.
Actions: Retrieve all contacts (GET /contacts/), apply tags (POST /contacts/:contactId/tags), and optionally delete or archive records (DELETE /contacts/:contactId).
Methods/Paths: GET /contacts/; POST /contacts/:contactId/tags; DELETE /contacts/:contactId
Key fields: contactId, businessId, tag
Zero-code data sync between pulseM and GHL keeps contact data consistent across platforms.
Automated workflows reduce manual data entry and human error.
Faster onboarding and improved client engagement with up-to-date information.
Key elements include endpoints, triggers, actions, fields, and data synchronization processes that move information between GHL and pulseM.
A record in GHL’s Contacts API that represents a person or organization you interact with.
An event in one app that starts a workflow or automated action in another app.
A route in the API that performs a specific action, such as retrieving a contact or creating a task.
An operation executed as part of a workflow, like creating a contact or updating a task.
Automatically create PulseM contact profiles when new leads enter GHL, then trigger welcome tasks and notes.
Push key lead details to PulseM for faster onboarding and assignment to a client manager.
Periodically pull contacts and apply standardized tags for segmentation and reporting.
In PulseM, add a new connection, choose the GHL Contacts API, and authorize with your credentials. Select the scope you need.
Set up triggers such as contact create/update and task changes to start workflows in PulseM.
Create actions like create/update contacts, tasks, notes in the Contacts API and test thoroughly.
To authenticate, in PulseM choose the GHL Contacts API connection and select API key or OAuth 2.0 as the method. Enter your credentials and authorize the connection. Then click Test Connection to verify access. Second, store credentials securely and monitor expiry; refresh tokens as needed and rotate keys on a schedule.
The Contacts API exposes endpoints for fetching contacts, their tasks, notes, appointments, and business data. You can also create, update, or delete contacts and related records. Use the endpoints list as guidance to map data fields between PulseM and GHL.
No extensive coding is required. Use PulseM’s no-code workflow builder to configure triggers and actions that call the GHL Contacts API endpoints. For advanced scenarios, you can insert custom fields and conditional logic.
Yes. PulseM can map standard and custom fields between GHL and PulseM. You can align contact fields such as name, email, phone, and any custom fields you rely on, then use those mappings in triggers and actions.
Use the Test Connection feature and run a few sample records through your workflow. Validate that data flows as expected from GHL to PulseM and back. Check field mappings and error messages for any mismatches.
There are typical rate limits for API calls. If you hit limits, stagger requests, implement exponential backoff, and batch updates where possible. The PulseM workflow should gracefully handle retries and errors.
Logs can be found in PulseM’s connection panel and in the GHL account activity logs. Use the detailed error messages to diagnose failed calls, check endpoint availability, and verify authentication tokens.
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