Begin by creating secure API credentials for the Contacts API and configure OAuth 2.0 or API key access with the minimum required scope (contacts.readonly) to start.
Connect Salestrekker to the Contacts API by setting up a Zapier app connection, selecting the Contacts API as the source, and granting the necessary permissions for data retrieval and updates.
GET /contacts/:contactId\nGET /contacts/:contactId/tasks\nGET /contacts/:contactId/tasks/:taskId\nGET /contacts/:contactId/notes\nGET /contacts/:contactId/notes/:id\nGET /contacts/:contactId/appointments\nGET /contacts/\nGET /contacts/business/:businessId\nAPI Endpoint9: contacts.write\nPOST /contacts/\nPUT /contacts/:contactId\nDELETE /contacts/:contactId\nPOST /contacts/:contactId/tasks\nPUT /contacts/:contactId/tasks/:taskId\nPUT /contacts/:contactId/tasks/:taskId/completed\nDELETE /contacts/:contactId/tasks/:taskId\nPOST /contacts/:contactId/tags
Trigger: New or updated contact in Salestrekker prompts an upsert in the Contacts API.
Actions: Create or update contact records, then create related tasks and notes in the Contacts API.
Method paths include POST /contacts/ (create) and PUT /contacts/:contactId (update), plus POST /contacts/:contactId/tasks for tasks.
Key fields: contactId, taskId, businessId, notesId
Trigger: Notes or appointments created/updated in Contacts API should reflect in Salestrekker.
Actions: Attach notes to contacts and schedule appointments in Salestrekker based on API data.
Methods: POST /contacts/:contactId/notes, GET /contacts/:contactId/appointments, and related update calls.
Key fields: contactId, appointmentId, noteId
Trigger: Bulk export/import of contacts to apply tags in the Contacts API.
Actions: Apply or update tags on contacts via POST /contacts/:contactId/tags.
Methods: POST /contacts/:contactId/tags for tag assignment.
Key fields: contactId, tagName
No-code setup with tools like Zapier makes it easy to connect Salestrekker and the Contacts API without custom coding.
Data stays in sync across systems, reducing manual data entry and errors.
Reusable workflows and triggers let you scale automations as your needs grow.
This glossary defines endpoints, triggers, actions, methods, and data fields used in the Salestrekker–Contacts API integration.
A defined URL and HTTP method used to access a specific resource in the GHL Contacts API.
A callback URL that GHL calls when an event occurs, enabling real-time updates.
An individual record in the Contacts API representing a person or lead.
An action item linked to a contact, such as a follow-up or appointment.
Automatically create a task and reminder in Contacts API when a new contact enters Salestrekker, ensuring timely follow-ups.
Push notes to contact history as stages change, so your team has context at a glance.
Use events to apply tags on contacts and segment lists for targeted outreach and reporting.
Obtain API credentials from the Contacts API, configure the app with the contacts.readonly scope by default, and request additional permissions as needed.
Set up triggers in Salestrekker for changes to contacts, notes, and tasks, and map actions to the appropriate API endpoints.
Run tests, review logs, and verify data consistency across both systems before going live.
No coding is required to set up the Salestrekker and Contacts API integration. Use a no-code tool like Zapier to connect the two systems by mapping fields and selecting the Contacts API endpoints you need. The workflow can be built with trigger events from Salestrekker and actions that update or create data in the Contacts API. This makes it accessible even for non-developers.\nIf you do need a custom flow, you can still start with the no-code template and extend it with lightweight scripts or webhooks as needed.
Common workflows rely on endpoints like GET /contacts/:contactId to fetch contact data, POST /contacts/ to create, PUT /contacts/:contactId to update, and POST /contacts/:contactId/tasks to manage tasks. Notes and appointments are accessed via GET /contacts/:contactId/notes and GET /contacts/:contactId/appointments. Depending on your needs, you may also use tagging via POST /contacts/:contactId/tags to organize records.
Security is maintained through standard API authentication (OAuth 2.0 or API keys) and the principle of least privilege. Use the contacts.readonly scope for discovery and switch to more permissive scopes only for write operations. All data transfer should be encrypted in transit, and credentials should be stored securely in your integration platform.
Real-time syncing is achievable by using webhooks or event-driven triggers where supported. This ensures that notes, tasks, and appointment data updates propagate to Salestrekker promptly. If real-time delivery isn’t available for a specific endpoint, configure near-real-time polling at a cadence that fits your operational needs.
Typical needs include at least read access and selective write access for contacts, tasks, notes, and tags. Start with contacts.readonly and expand to contacts.write as your workflows require creating or updating records. Always limit access to the minimum necessary scopes to reduce risk.
If a sync fails, check API response codes and error messages in your integration logs. Verify credentials, scopes, and endpoint URLs. Reauth if necessary, inspect rate limits, and retry with exponential backoff. Ensure field mappings are correct and that required fields exist on both sides.
Sync logs can typically be viewed in your integration platform’s task history or the connected app’s activity logs. Look for recent runs, examine failed entries, and review the corresponding API responses to pinpoint the issue. Enable verbose logging if available for deeper diagnosis.
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Complete Operations Catalog - 126 Actions & Triggers
