Requests to the GHL Contacts API must be authenticated. Use OAuth tokens or API keys with the contacts.readonly scope and include the Authorization header in every request to ensure secure access.
SalesNexus stores credentials securely and uses the OAuth token issued by GHL to authorize API calls. Rotate tokens regularly and limit scope to what’s needed for the integration.
– GET /contacts/:contactId: Retrieve a single contact – GET /contacts/:contactId/tasks: Retrieve tasks for a contact – GET /contacts/:contactId/tasks/:taskId: Retrieve a specific task – GET /contacts/:contactId/notes: Retrieve notes for a contact – GET /contacts/:contactId/notes/:id: Retrieve a specific note – GET /contacts/:contactId/appointments: Retrieve appointments for a contact – GET /contacts/:contactId: Retrieve a list of contacts – GET /contacts/business/:businessId: Retrieve business data for a contact – POST /contacts/:contactId/tasks: Create a new task – PUT /contacts/:contactId: Update a contact – PUT /contacts/:contactId/tasks/:taskId: Update a task – PUT /contacts/:contactId/tasks/:taskId/completed: Mark a task as completed – DELETE /contacts/:contactId: Delete a contact – DELETE /contacts/:contactId/tasks/:taskId: Delete a task – POST /contacts/:contactId/tags: Tag a contact
Trigger a pull of the latest contact data whenever a contact is created or updated in SalesNexus to ensure both systems reflect current information via GET /contacts/:contactId.
Actions: fetch contact details, associated tasks, notes, and upcoming appointments to keep records current in SalesNexus.
Methods used: GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/notes; GET /contacts/:contactId/appointments
Key fields: contactId, businessId, taskId, noteId
Trigger on task creation or note creation to push updates into SalesNexus for a complete activity trail.
Actions: create, update, and fetch tasks; read notes; associate with the correct contact.
Methods: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; DELETE /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/notes
Key fields: contactId, taskId, noteId
Trigger when business data changes or new notes are added to a contact to fetch and display business details in SalesNexus.
Actions: read business data via GET /contacts/business/:businessId; pull related notes and tasks.
Methods: GET /contacts/business/:businessId; GET /contacts/:contactId/notes; GET /contacts/:contactId/tasks
Key fields: businessId, contactId, noteId, taskId
Automate data flow between the GHL Contacts API and SalesNexus without writing code.
Reduce manual data entry and synchronization time with API-driven updates.
Enable seamless workflows across contacts, tasks, notes, and business data.
A quick glossary of data elements and processes used in the integration between the GHL Contacts API and SalesNexus.
API: a set of rules that allows two applications to communicate and share data through defined endpoints.
Endpoint: a specific URL path in an API that performs a defined action, such as GET /contacts/:contactId.
OAuth: an open standard for authorizing access tokens to securely grant API access.
Webhook: a user-defined callback URL that gets triggered by events in an app to push data in real time.
Capture new leads from web forms and create a contact in GHL via POST /contacts/, then sync to SalesNexus for immediate follow-up.
Push tasks and notes to SalesNexus as they are created in GHL to maintain a complete activity trail across apps.
Fetch business data with GET /contacts/business/:businessId and present it in a consolidated view within SalesNexus.
Obtain OAuth tokens or API keys from GHL with the contacts.readonly scope and securely store them in SalesNexus.
Map each endpoint to SalesNexus fields (contactId, businessId, taskId, noteId) and test with sample data.
Run tests, verify data sync integrity, and set up alerts for failures.
GHL supports OAuth tokens or API keys for authenticating requests to the Contacts API. Use a token with the contacts.readonly scope and include it in the Authorization header for every call. Keep tokens secure and rotate them according to your security policy. Ensure your app follows best practices for credential management.
You can access endpoints to retrieve contacts, their tasks, notes, appointments, and related business data. Common paths include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/business/:businessId. Use POST, PUT, and DELETE as needed for create, update, and removal actions on tasks or contacts.
Yes. No-code options are available via pre-built connectors and REST-based workflows. You can configure mappings and triggers without writing code, enabling rapid setup of data flows between GHL and SalesNexus. For advanced use cases, you can extend with custom webhooks or small auxiliary scripts if desired.
Start with a test environment or sandbox. Generate a test OAuth token, call sample endpoints, and verify responses. Monitor sync logs, check for data mismatches, and set alerts for failures to iterate quickly until the integration is stable.
Essential fields typically include contactId, firstName, lastName, email, phone, and related businessId. For tasks and notes, track taskId, noteId, status, and timestamps. Proper mapping ensures clean, consistent data across both systems.
Token rotation should follow your security policy. Store tokens securely, rotate keys periodically, and implement error handling to refresh tokens before expiration. Use least-privilege scopes and monitor access logs for unusual activity.
Yes. The integration can be extended to include business data and appointments by mapping endpoints like GET /contacts/business/:businessId and GET /contacts/:contactId/appointments. This enables a more complete view of relationships and schedules within SalesNexus.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
