Authenticate using OAuth 2.0 with the required scope of contacts.readonly. Save credentials securely and test the connection before going live.
Create a new connection in the App Connector using Realty-com credentials, authorize access to the Contacts API, and verify the connection works.
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 when a contact is updated in the Contacts API to sync with Realty-com.
Create or update the Realty-com contact and optionally propagate updates to tasks or notes as part of the workflow.
Example method paths: GET /contacts/:contactId to fetch a contact and POST /contacts to create a new one.
Key fields include id, email, name, phone, and businessId.
Trigger when a note is added or updated to sync notes between Realty-com and the Contacts API.
Actions include creating or updating notes on the Contacts API side and reflecting changes in Realty-com.
Method paths such as GET /contacts/:contactId/notes and POST /contacts/:contactId/notes.
Key fields: id, contactId, noteId, content, createdAt.
Trigger when a task is created or updated to keep tasks in sync.
Actions: create or update tasks in Realty-com, mark as completed, and align due dates.
Method paths include POST /contacts/:contactId/tasks to create and PUT /contacts/:contactId/tasks/:taskId to update.
Key fields: taskId, title, status, dueDate, contactId.
Fast setup with no code required, enabling rapid integration without developers.
Automations reduce manual data entry and repetitive tasks across systems.
Consistent data and timely updates through triggers and workflows.
This glossary defines endpoints, triggers, actions, and data fields used in the integration.
A person or company record in the Contacts API containing identifiers such as id, name, email, and phone.
A textual record attached to a contact within the Contacts API.
A to do item linked to a contact, with status and due date.
A specific URL path that performs an action on the API.
Automatically tag new contacts in Realty-com based on criteria from the Contacts API.
Update pipeline stage in Realty-com when a contact status changes in the Contacts API.
Create tasks in Realty-com from reminders or notes captured in the Contacts API.
In the App Connector, choose Realty-com and authorize access to the Contacts API.
Select a trigger such as contact updated or created and map fields accordingly.
Define actions to run in Realty-com, connect fields, and run end to end tests.
GHLAPINAME refers to the Contacts API and APPNAME to the Zapier App Connector. This guide explains how to connect them so your contacts data can move between Realty-com and the GHL system. By using the App Connector, you avoid writing code and can automate data flows. In setup, ensure you grant the required scope of contacts.readonly and test the connection before going live.
No coding is required for a no code integration. The Zapier App Connector provides a visual workflow builder to map triggers to actions. You can configure what data is sent, when it happens, and how records are updated without touching code. If you need more customization, consider adding optional fields or filters to tailor the flow.
For a basic sync you will typically use endpoints that retrieve and update contacts, notes, and tasks. Start with GET /contacts/:contactId to fetch a contact and POST /contacts to create a new one, then extend with notes and tasks as needed. Always validate the fields you map between systems to ensure data integrity.
Authentication requires the contacts.readonly scope on the GHL API. You will configure OAuth 2.0 or API key based on your setup and securely store credentials in the App Connector. Test the connection after granting scopes to confirm access.
Testing involves running a few sample records through the connector. Check that data lands in Realty-com as expected, verify field mappings, and review any error messages. Iterate on mappings if a field does not align between systems.
Map fields from the Contacts API to Realty-com by aligning identifiers such as id, email, name, and phone with the corresponding Realty-com fields. Use optional fields to enrich data and ensure unique identifiers stay in sync.
If you encounter errors, review the error details and logs in the App Connector. Confirm credentials, scopes, and endpoint paths. Re-run tests after correcting mappings or authentication settings, and consider using smaller test datasets to isolate issues.
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Complete Operations Catalog - 126 Actions & Triggers
