Authenticate requests to the Contacts API using your GHL credentials through the OAuth flow. Ensure the scope includes read access to contacts (contacts.readonly) and securely store access tokens for ongoing requests.
Connect Salesforce Essentials to the Contacts API using a standard OAuth flow or API key method provided by the app connector. Create a connected app if required and grant the necessary permissions to enable data synchronization.
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; contacts.write; 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 new contact is created in Salesforce Essentials, create or update the corresponding contact in the Contacts API.
Actions: Retrieve contact details from the Contacts API using GET /contacts/:contactId and push updates back to Salesforce Essentials as needed.
GET /contacts/:contactId
contactId, firstName, lastName, email
Trigger: When a task is updated in Salesforce Essentials, reflect the change in the Contacts API.
Actions: Update a task in Contacts API via PUT /contacts/:contactId/tasks/:taskId and synchronize status and due dates.
PUT /contacts/:contactId/tasks/:taskId
taskId, status, dueDate, description
Trigger: When a note is added in Salesforce Essentials, create a note in the Contacts API for the related contact.
Actions: Create notes with POST /contacts/:contactId/notes and link to the correct contact record.
POST /contacts/:contactId/notes
contactId, noteContent, createdDate
Automate data flow between systems without writing code, reducing manual entry.
Create bi directional updates so changes in one platform are reflected in the other.
Speed up onboarding and improve data accuracy with ready to deploy automations.
This section covers core objects like contacts, tasks, notes, appointments and the endpoint list used to connect GHL to Salesforce Essentials.
The interface used to access data from GHL for automation and integration tasks.
A specific URL and HTTP method used to perform an action against the API.
Authorization framework used to obtain access tokens for API requests with defined scopes.
The set of permissions granted to an access token defining which resources can be accessed.
When a contact is created in the Contacts API, automatically create a matching contact in Salesforce Essentials to keep both systems aligned.
Aggregate tasks, notes and appointments from the Contacts API into Salesforce Essentials for a single activity timeline.
Convert notes added in Salesforce Essentials into actionable tasks or subtasks in the Contacts API for follow ups.
Create or configure your app credentials in both systems and authorize the connection to enable data exchange.
Select the endpoints you will use and set up automations that move data between Salesforce Essentials and the Contacts API.
Run tests to verify data sync, handle conflicts, and deploy to production with monitoring.
To ensure data integrity, map fields consistently between Salesforce Essentials and Contacts API and implement conflict resolution rules. Regularly review endpoint permissions and update scopes as your needs evolve.
If advanced logic is needed, you can add conditional steps and data transformations within your automation tool to shape data before it moves between systems.
never share tokens in client-side code and restrict token permissions to only what is required for the integration.
For notes and tasks, you may also use endpoints to manage completions and deletions as part of maintenance workflows. Always verify response data after each operation.
Test thoroughly in a staging environment before moving to production to ensure data consistency across both platforms.
Enable detailed logging for your automation to identify where data might be failing and use retries with backoff for transient errors.
Look for example workflows in the documentation or templates provided by the integration app. Many communities share ready-to-adopt automations for similar use cases.
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Complete Operations Catalog - 126 Actions & Triggers
