Obtain OAuth tokens with the Contacts API scope and grant your GHL app access to read and manage contact data. Use secure storage for tokens and refresh when needed.
Set up a Salesforce connected app, configure OAuth scopes for API access, and authorize the GHL integration to read and write contact data in Salesforce.
Key endpoints include 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 and the contacts.write permission to enable updates.
Trigger: When a Salesforce contact is updated, pull the latest data into the Contacts API.
Actions: Retrieve contact data via GET /contacts/:contactId and map fields to Salesforce.
GET /contacts/:contactId
Key fields: contactId, email
Trigger: New or updated tasks and notes in Salesforce trigger updates in the Contacts API.
Actions: Use GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to fetch related items.
GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes
Key fields: taskId, id, notesId, contactId
Trigger: Tags updated in Salesforce or GHL propagate to the other system.
Actions: POST /contacts/:contactId/tags to apply or remove tags as needed.
POST /contacts/:contactId/tags
Key fields: tag, tagId, contactId
Automated data sync reduces manual entry and ensures data consistency across systems.
Visual workflows in the GHL connector simplify setup and maintenance for non-developers.
Security controls and scoped permissions protect sensitive contact information.
This glossary defines core terms used throughout this guide to help you implement the Salesforce and Contacts API integration with GHL.
OAuth is an open standard for access delegation used to authorize connections between Salesforce and GHL APIs without sharing credentials.
An API Endpoint is a URL path that performs a specific operation on data in the GHL or Salesforce APIs.
The data sent with an API request or returned by the API, often in JSON format.
A callback URL used to receive real-time data updates from an external system.
When a new contact is added via the GHL Contacts API, automatically create or update the corresponding Salesforce contact.
Use tags to route contacts to teams and trigger specific Salesforce workflows.
Sync tasks and notes between systems to keep teams aligned on follow-ups.
Create a connected app in Salesforce, configure OAuth scopes for API access, and authorize the GHL to access Contacts.
Enter endpoint paths for the Contacts API and verify authentication with test calls.
Map Salesforce fields to Contacts API fields and run end-to-end tests to confirm data flows correctly.
No heavy coding is required thanks to the GHL App Connector. You can set up the integration with point-and-click configuration and field mappings. If you have developers, they can enhance the flow, but it is designed for non-developers as well. Start with authentication and a basic read flow to validate the connection.
The integration uses OAuth tokens with appropriate scopes for both systems. You will authorize GHL to access Salesforce data and use OAuth 2.0 flows to refresh tokens securely. Store tokens securely and rotate credentials as part of routine security hygiene.
Begin with the core read endpoints (eg GET /contacts/:contactId) to confirm connectivity. Then enable write endpoints (POST /contacts/, POST /contacts/:contactId/tasks) as your use case requires. Always test mappings in a sandbox or staging environment first.
Use OAuth scopes to limit access to only needed data. Leverage field mappings and validation rules to prevent invalid writes. Monitor logs and implement retry strategies for failed calls to protect data integrity.
Yes. You can enable endpoints for tasks and notes to synchronize updates in real time. Map the relevant fields and set up triggers to push updates when items are created or changed.
Yes. Field mapping can be customized per contact type. Use mapping templates to align Salesforce fields with the Contacts API fields and adjust as business needs evolve.
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