Access to the Contacts API requires valid credentials from GHL. Retrieve your API key or OAuth token and include it in the Authorization header for every request. Treat credentials like secrets and rotate them periodically.
SegMetrics authenticates to GHL using the approved method (API key or OAuth). Configure credentials in SegMetrics and apply secure storage and periodic rotation.
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: a contact is created or updated in SegMetrics, then fetch or refresh the full contact profile from GET /contacts/:contactId.
Actions: map fields to SegMetrics profiles, attach related tasks or notes as needed.
GET /contacts/:contactId
contactId, email, name, lastUpdated
Trigger: a task is created, updated, or completed in the Contacts API, syncing to SegMetrics.
Actions: create or update tasks in SegMetrics, preserve status and due dates, link to contacts.
POST /contacts/:contactId/tasks
contactId, taskId, status, title, dueDate
Trigger: notes or appointments are added/updated in the Contacts API, push to SegMetrics.
Actions: pull notes and appointment data and attach to the corresponding contact in SegMetrics.
GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
contactId, noteId, appointmentId, date
Faster go-live with a no-code connector that syncs core data without custom development.
Automations and workflows run automatically based on contact activity in GHL.
Centralized dashboards combine contacts, tasks, notes, and appointments.
This section defines the key elements and processes: endpoints, authentication, triggers, and actions used to connect SegMetrics with the GHL Contacts API.
Application Programming Interface – a standard way to access and manipulate GHL data via the Contacts API.
Authorization framework used to securely grant SegMetrics access to GHL data.
A specific URL in the API that performs an action, such as GET /contacts/:contactId.
A URL you configure to receive real-time notifications from GHL about changes.
Score contacts in SegMetrics based on activity from the Contacts API to tailor campaigns.
Automatically adjust SegMetrics segments as contact data changes via endpoints like /contacts/:contactId.
Create dashboards that merge contact data with tasks, notes, and appointments for insight-rich reports.
Collect your GHL API key or OAuth credentials and securely store them in SegMetrics.
Turn on access to /contacts endpoints and related resources in your app connector settings.
Run a test sync, verify data mapping, and begin using the integration in production.
The Contacts API exposes core resources: contacts, tasks, notes, and appointments. You can read and update these resources to keep SegMetrics aligned with GHL data. This enables comprehensive segmentation and automation based on real-time activity. Interacting with these endpoints allows you to build powerful data flows without heavy coding.
Authentication is via API keys or OAuth tokens. Include the Authorization header with every request and rotate credentials regularly. Use secure storage and follow least-privilege principles.
Supported endpoints include the ones listed in the Endpoint List. You can read, create, update, and delete resources depending on permissions. Plan to map fields carefully to SegMetrics to ensure data accuracy.
Yes. You can access notes and appointments through the API and attach them to contacts in SegMetrics, enabling richer segmentation and reporting.
No heavy coding required. SegMetrics provides a no-code connector, with optional advanced config for edge cases.
Sync frequency is controlled by your settings and plan. Some data can be pulled in real-time, while other data follows a scheduled cadence.
Viewed in SegMetrics dashboards and reports. You can also export data for offline analysis.
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Complete Operations Catalog - 126 Actions & Triggers
