The Contacts API uses secure tokens for authentication. Use the GHL API token with read only scope to access data and test your connection in a sandbox before going live.
In Salesmate authorize the connection to the Contacts API by providing the token or OAuth credentials. This keeps your data secure and under control.
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 created or updated in Salesmate to pull the latest details from the Contacts API
Use GET /contacts/:contactId to fetch the latest data and update Salesmate fields such as name email and phone
GET /contacts/:contactId
contactId name email phone
Trigger when a contact is opened or when tasks change in the Contacts API
Fetch tasks with GET /contacts/:contactId/tasks and push to Salesmate task list
GET /contacts/:contactId/tasks
contactId taskId status dueDate
Trigger when notes are added or updated for a contact in the Contacts API
Retrieve notes via GET /contacts/:contactId/notes and mirror in Salesmate notes
GET /contacts/:contactId/notes
contactId noteId content
Eliminate data silos by syncing information automatically
Automate routine updates without custom development
Power dashboards with up to date contact data
Key terms and processes explained for the integration
A person in the Contacts API with fields such as id name email and phone
A URL path that performs a specific action on the API
Methods used to securely verify identity such as OAuth tokens or API keys
Live data updates between Salesmate and the Contacts API as changes occur
Set up automatic tags on contacts based on note content to improve search and segmentation
Schedule periodic exports to a data warehouse and build dashboards around contact activity
Create alerts for failed syncs and monitor API usage to prevent downtime
Obtain credentials from the Contacts API and authorize in Salesmate to establish a secure link
Match contact fields such as id name email and phone between systems and select the endpoints you will use
Run tests ensure data flows correctly and enable the live connection
To start you need a Salesmate account and access to the Contacts API with read only scope. Generate or provide the API token and configure the connection in the Salesmate integration settings. Test the connection using a representative contact to confirm authorization and data retrieval. Ensure the token is kept secure and rotated periodically for best security practices. You can begin with the get contact endpoint to verify access.
Rate limits depend on your GHL plan and the endpoint usage. Start with a modest number of calls per minute and monitor the responses. If you exceed limits you may receive a 429 response and should implement exponential backoff. Consider batching requests for efficiency when pulling multiple resources.
The integration can read contact data and a subset of related resources such as tasks notes and appointments. The endpoints listed in this guide show the available options. Any write operations require appropriate permissions and possibly a separate write scope. Review your token scopes before attempting to modify data.
Handle errors by inspecting HTTP status codes and error messages returned by the API. Implement retries with backoff for transient failures. Use structured logging to capture which endpoint triggered the error and the contact id involved to simplify debugging.
Write operations are controlled by the scope and permissions granted on your token. If write access is not granted you will receive access denied errors. You can request elevated permissions from your account admin if needed and update the integration configuration accordingly.
Real time sync depends on the trigger and the application. You can configure webhooks or polling but the basic pages emphasize pulling data via GET endpoints. Real time behavior may require additional setup outside this guide and depends on your plan.
To extend the integration you can add more endpoints or build composite actions that combine data from multiple endpoints. Review the API documentation for new fields and consider using webhooks for changes to reduce polling and improve performance.
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Complete Operations Catalog - 126 Actions & Triggers
