Use OAuth 2.0 plus an API key to securely authorize Simplero to access your Contacts data in GHL. Create a project in GHL, obtain your credentials, and configure your redirect URL.
In the GHL dashboard, generate an API token for Simplero and complete the OAuth flow to grant permissions. Store tokens securely and rotate them regularly.
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 GHL, then create or update the corresponding contact in Simplero.
Actions: map core fields (name, email) and attach related notes or tasks in Simplero.
Method/Path: Use GET for retrieval and POST/PUT for syncing /contacts endpoints.
Key fields: contactId, email, name, tags.
Trigger: task changes in GHL trigger updates in Simplero.
Actions: create/update tasks in Simplero; link to the correct contact and attach notes as needed.
Path: /contacts/:contactId/tasks and /contacts/:contactId/notes
Key fields: taskId, contactId, status, dueDate
Trigger: tags added in GHL or notes updated.
Actions: apply tags to Simplero contacts; create or update notes; sync business data as available.
Paths: /contacts/:contactId/tags, /contacts/:contactId/notes, /contacts/business/:businessId
Key fields: tagId, noteId, businessId
No development required — configure in a few steps and start syncing instantly.
Automations handle routine data updates automatically without manual imports.
Secure, scalable data transfer with built-in error handling and retry logic.
Overview of terms: endpoints, triggers, actions, fields, and mappings that power the integration.
A specific URL path and HTTP method used to access data in an API.
An event in the source system that starts an automation or data sync.
An operation that occurs in response to a trigger, such as creating or updating a record.
A data attribute on a record, used for mapping between systems.
Set up a workflow to create a contact in Simplero whenever a new contact is created in GHL, pulling in core fields like name, email, and organization.
Automatically append relevant GHL activity notes to the corresponding Simplero contact to maintain context and history.
Use GHL tags to segment Simplero contacts for targeted campaigns and personalized workflows.
Generate API credentials in GHL and authorize Simplero to access your data, securing tokens for ongoing use.
Map contact fields, tasks, notes, and tags between GHL and Simplero to ensure data alignment.
Run test synchronizations, verify data integrity, and monitor for errors before going to production.
You can sync core contact data (name, email, phone), associated tasks, notes, and tags between GHL and Simplero. This enables consistent customer records across platforms and supports unified campaigns. Depending on your setup, you can also extend mappings to business data and appointments.
No coding is required for the standard integration. Use the built-in endpoints and mapping options to connect GHL to Simplero, configure triggers, and set up automations through a no-code workflow interface.
If a sync fails, check API tokens, endpoint permissions, and field mappings. Review error messages in the integration logs, re-run the sync after corrections, and consider enabling retries for transient failures.
Yes. You can customize mappings for contacts, tasks, notes, and tags to fit your data schema. Use the endpoint fields and mapping rules to translate between GHL and Simplero formats.
Rate limits depend on your GHL plan and API usage. If you hit a limit, the system will queue requests and retry according to the configured strategy. Monitor usage in the dashboard.
Authentication uses OAuth 2.0 with API tokens. Tokens are stored securely, rotated regularly, and transmitted over TLS to protect your data during transit.
Error logs are available in the integration section. You can view recent sync attempts, error details, and retry history to diagnose and fix issues.
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