Obtain access with OAuth or API keys, grant the necessary scopes (including contacts.readonly), and store tokens securely in your app.
In Salesflare, set up a new integration using the Contacts API credentials, verify the connection, and test data sync with a sample contact.
– 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 Salesflare triggers a create or update in the Contacts API.
Actions: POST /contacts/ to create; PUT /contacts/:contactId to update; map fields like name, email, phone, and tags.
POST /contacts/; PUT /contacts/:contactId
Key fields: contactId, email, name
Trigger: Notes or tasks created or updated in Salesflare
Actions: POST /contacts/:contactId/notes; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId
POST /contacts/:contactId/notes; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId
Key fields: contactId, noteId, taskId
Trigger: Business data updates in either system
GET /contacts/business/:businessId
Key fields: businessId, contactId
No-code automation: build workflows without writing code.
Faster time-to-value: connect apps quickly using pre-built endpoints.
Consistency and data accuracy across platforms with automatic syncing.
This glossary defines API, endpoint, authentication, webhook, and data-mapping concepts used in this integration, plus processes for setup, error handling, and monitoring.
Application Programming Interface that allows systems to communicate and exchange data.
A callback mechanism that notifies your app when events occur in another service.
A specific URL path in an API that exposes a resource or action.
Process to verify identity and grant access via tokens, keys, and scopes.
Pull additional fields from external sources when a contact is updated in either system to enrich the profile in both apps.
Sync tasks created in Salesflare to GHL and vice versa to keep teams aligned.
Receive real-time updates and trigger automations in Zapier or the connected apps.
Set up OAuth or API keys and grant the necessary scopes to read and write contact data.
Define field mappings between Salesflare and the Contacts API (name, email, phone, notes, tags).
Run test cases with sample data, monitor logs, and enable automatic syncing.
Generally no heavy coding is required. The integration uses standard HTTP endpoints and can be set up via no-code automation tools or within the Apps settings of Salesflare. Start with basic syncing of core contact fields and expand as needed. If you have more complex transformations, lightweight scripts or middleware can help.
For contacts, use GET /contacts/, GET /contacts/:contactId, POST /contacts/, PUT /contacts/:contactId, and DELETE /contacts/:contactId to pull and push data. For notes and tasks, leverage POST /contacts/:contactId/notes and POST /contacts/:contactId/tasks (and PUT /contacts/:contactId/tasks/:taskId) to keep records aligned across systems.
Security is paramount: use HTTPS for all requests, implement OAuth or API keys with scoped access, rotate credentials regularly, and validate webhooks with signatures. Store tokens securely and monitor for unusual activity.
Yes. Field mappings are configurable so you can define which Salesflare fields map to which GHL Contacts API fields. Use transformation rules or middleware to handle data formats, defaults, and normalization.
Updates and deletions propagate automatically based on the configured triggers. Implement conflict resolution rules and consider soft deletes where appropriate to avoid data loss during sync.
Notes and tasks can be synchronized via dedicated endpoints under each contact. Plan mapping for note content, task status, due dates, and assignees to ensure consistency across both apps.
Errors and sync issues appear in your integration logs and webhook delivery status. Use test mode, monitor dashboards, and set up alert automations to catch failures early and restart failed operations.
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Complete Operations Catalog - 126 Actions & Triggers