Authorize every request with your GHL API credentials. Include your API key in the Authorization header and request tokens with the appropriate scope. For read-only access from RocketReach, the scope remains contacts.readonly.
In this integration, RocketReach is authenticated using standard OAuth 2.0 or API credentials provided by RocketReach. Store tokens securely, rotate credentials regularly, and ensure secure transmission of all data.
Endpoints used: 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 new or updated contact in RocketReach prompts a pull of core fields to GHL, ensuring profiles stay current.
Actions: Create or update the contact in GHL, attach notes, update tags, and link related tasks as needed.
Primary path: GET /contacts/:contactId to fetch data; PUT /contacts/:contactId to update fields when changes occur.
Key fields: contactId, fullName, email, phone, company, jobTitle, tags
Trigger: RocketReach creates or updates a task which should be mirrored in GHL.
Actions: Create or update tasks under the contact in GHL, mark completed when RocketReach updates task status, and sync due dates.
Method path: POST /contacts/:contactId/tasks to create; PUT /contacts/:contactId/tasks/:taskId to update; PUT /contacts/:contactId/tasks/:taskId/completed to close.
Key fields: contactId, taskId, title, status, dueDate
Trigger: RocketReach notes or appointments add context that should appear in GHL.
Actions: Create notes in GHL for the contact, attach relevant RocketReach details, and link appointments as needed.
Method path: GET /contacts/:contactId/notes and POST /contacts/:contactId/notes; GET /contacts/:contactId/appointments for related scheduling data.
Key fields: contactId, noteId, noteContent, appointmentId, appointmentTime
No-code automation lets teams connect data without writing code, reducing manual data entry and errors.
Visual workflow editors map fields between RocketReach and GHL, enabling real-time data sync with drag-and-drop simplicity.
Faster onboarding and enriched lead profiles improve segmentation and outreach effectiveness.
This section defines endpoints, triggers, actions, method paths, and key fields used in the RocketReach to GHL integration for quick reference.
A specific API URL path and HTTP method used to interact with an API.
An event in a workflow that starts a sequence of actions.
An operation performed as part of a workflow, such as create or update.
A combination of HTTP method and endpoint path, e.g., GET /contacts/:contactId.
Automatically pull RocketReach contact details into GHL to create richer profiles with notes and tags, enabling smarter segmentation.
Score and route leads to appropriate pipelines in your CRM based on RocketReach data quality and completeness.
Create follow-up tasks in GHL when RocketReach data changes, ensuring timely outreach.
Collect your GHL API key and RocketReach API token, then store them securely in your integration settings.
Set the correct endpoints for contacts, tasks, notes, and appointments, and ensure the scope includes contacts.readonly for read operations.
Run tests to validate data mappings, monitor for errors, and deploy to production with established monitoring.
Yes. The integration uses the scope you request for GHL, typically including read permissions (contacts.readonly) and, if needed, write permissions for updates. Always follow the principle of least privilege and request only what’s necessary. Keep credentials secure and rotate them periodically. If you exceed quotas, implement backoff and retry logic.
You can access notes, tasks, and appointments through dedicated endpoints. While core contact data is central, supporting endpoints for tasks and notes enable richer enrichment workflows. Ensure your app handles related IDs correctly to maintain data integrity across systems.
Yes, provided your app is granted write access. You can create or update contacts, tasks, and notes in GHL from RocketReach using the appropriate endpoints. Always validate mappings before writing and log changes for auditability.
If RocketReach data updates, the integration can push those changes to GHL on a scheduled cadence or in near real-time, depending on your configuration. Implement idempotent operations to prevent duplicate records and use version or updated_at fields to reconcile differences.
API rate limits apply. Plan your sync frequency, batch large updates when possible, and handle 429 responses with exponential backoff. Monitor quotas and optimize field mappings to minimize unnecessary calls.
Yes. The integration is designed to be no-code friendly, with visual workflow builders and clear mappings between RocketReach fields and GHL contacts, tasks, notes, and tags. You can adjust triggers and actions without writing code.
Error logs and debugging information can be viewed within your integration console or app portal. Enable verbose logging during setup, and route logs to your preferred observability tool. If issues arise, consult the docs or reach out to support.
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Complete Operations Catalog - 126 Actions & Triggers
