To use the Contacts API, generate and securely store your API credentials. Start with read-only access (scope: contacts.readonly) for safe testing, then request additional permissions as needed.
In Zapier, connect the app using OAuth 2.0 or an API key flow supported by the Contacts API, then test the connection to verify credentials.
Endpoint list:\n- GET /contacts/:contactId\n- GET /contacts/:contactId/tasks\n- GET /contacts/:contactId/tasks/:taskId\n- GET /contacts/:contactId/notes\n- GET /contacts/:contactId/notes/:id\n- GET /contacts/:contactId/appointments\n- GET /contacts/\n- GET /contacts/business/:businessId\n- POST /contacts/ (create contact)\n- PUT /contacts/:contactId\n- DELETE /contacts/:contactId\n- POST /contacts/:contactId/tasks\n- PUT /contacts/:contactId/tasks/:taskId\n- PUT /contacts/:contactId/tasks/:taskId/completed\n- DELETE /contacts/:contactId/tasks/:taskId\n- POST /contacts/:contactId/tags
Trigger: A new contact is created in GHL, which kicks off a Zap in Zapier to create the contact in the Contacts API and optionally add initial tasks.
Actions: POST /contacts/ to create a contact; POST /contacts/:contactId/tasks to assign initial tasks.
POST /contacts/ and POST /contacts/:contactId/tasks
Map name, email, phone, and any custom fields; include initial tags if needed.
Trigger: When a contact is updated in GHL, Zapier updates the corresponding contact in the API.
PUT /contacts/:contactId
Map updated fields like email, phone, and custom fields; ensure you include the contactId.
Trigger: Importing a batch of contacts from a CSV seeds the Contacts API and applies tags in bulk.
POST /contacts/ (bulk create); POST /contacts/:contactId/tags
Fields: array of contact objects with required fields (name, email); include tags array if tagging is desired.
Automation saves time by eliminating manual data entry and repetitive data transfers.
Unified data flow between your CRM and automation platform reduces errors and ensures consistency.
Scalable workflows that grow with your business, without custom code.
This section defines core elements (Contacts, Tasks, Notes, Tags) and the processes (authentication, mapping, error handling) used when connecting the GHL Contacts API with the Zapier App Connector.
The GHL API lets you read and write data in your GHL account via REST endpoints (contacts, notes, tasks, appointments) to automate CRM processes.
A Task is a to-do item associated with a contact, with status, due date, and completion state.
A Note is a free-form text entry linked to a contact used to log history and context.
An API Endpoint is a URL you call with HTTP methods to perform actions such as GET, POST, PUT, or DELETE against the GHL API.
Trigger new contact creation in GHL to automatically create onboarding tasks and notes in the Contacts API via the Zapier App Connector.
Log calls and notes when a deal progresses in GHL to keep CRM data aligned with Zapier automations.
Use a batch creation flow to seed your Contacts API with hundreds of contacts and auto-tag groups for campaigns.
Set up secure credentials in GHL and in Zapier, choosing OAuth 2.0 or API key flow with the required scope (contacts.readonly for testing).
Choose endpoints like GET /contacts/:contactId and POST /contacts/ and map fields to Zapier fields.
Run tests, verify data flows for contacts, tasks, and notes, then enable automation.
Paragraph 1: To securely authenticate, use OAuth 2.0 or an API key as supported by the Contacts API. In Zapier, enable the same flow and request the necessary scope (contacts.readonly for testing). Paragraph 2: Store credentials securely, rotate keys regularly, and test against a sandbox or test endpoint before going live.
Paragraph 1: To create a contact, use POST /contacts/ with required fields like name and email. Paragraph 2: To update a contact, use PUT /contacts/:contactId and include fields to be updated; map fields in your Zap data accordingly.
Paragraph 1: Yes—use POST /contacts/:contactId/tasks to add tasks and POST /contacts/:contactId/notes to add notes. Paragraph 2: You can chain actions in a single Zap to build comprehensive contact records over time.
Paragraph 1: Handle errors with proper HTTP status code checks and field-level validation. Paragraph 2: Respect API rate limits with exponential backoff retries and token bucket strategies; implement retries in Zapier as needed.
Paragraph 1: Webhooks are supported to notify your app of changes; configure triggers in Zapier to listen for events from GHL. Paragraph 2: If webhooks are not available in your plan, poll endpoints periodically to keep data up to date.
Paragraph 1: Bulk import is supported via batch create endpoints or iterative runs; verify data quality before importing. Paragraph 2: Monitor results, handle errors per record, and apply tags post-creation as needed.
Paragraph 1: In Zapier, use the Test action and sample data to verify mappings; check field compatibility for contacts, tasks, notes. Paragraph 2: Run a live test with a small dataset before going to production and monitor logs.
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