To begin, generate API credentials for the Contacts API and request the required scope, typically including contacts.readonly. Use the supported authentication flow (OAuth 2.0 or API keys) provided by GHL and secure the tokens before proceeding.
Connect SimplyMeet-me to GHL by establishing a secure link using OAuth tokens. Grant read access to contacts and any related resources you intend to sync, such as tasks and notes, to ensure smooth data movement.
Available endpoints and actions for the Contacts API integration: 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 permissions: contacts.readonly 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 data is pulled into SimplyMeet-me.
Actions: map core fields (name, email, phone) to SimplyMeet-me, create or update the contact record, and keep related data in sync.
GET /contacts/:contactId
contactId, name, email, phone, lastActivity
Trigger: a task is created or updated for a contact in GHL.
Actions: create or update corresponding tasks in SimplyMeet-me and map fields like title, status, and dueDate.
GET /contacts/:contactId/tasks
contactId, taskId, title, status, dueDate
Trigger: a note is added or updated for a contact in GHL.
Actions: sync notes to SimplyMeet-me and attach to the correct contact record.
GET /contacts/:contactId/notes
contactId, noteId, content, createdDate
Real-time data sync without custom coding, so your teams stay aligned without manual imports.
Automated workflows that trigger actions across apps, reducing repetitive tasks.
A scalable integration that grows with your business as new data needs emerge.
Key elements and processes you should know include endpoints, authentication, triggers, actions, and data mapping to build reliable integrations with proper error handling.
A set of rules and tools that allow one software program to interact with another.
The process of granting a client access to a resource, typically via OAuth 2.0 tokens.
A specific URL in an API that returns or accepts data for a particular resource.
A callback mechanism where an API sends data to another service when certain events occur.
Create a flow that automatically creates a contact in SimplyMeet-me as soon as a new contact is added in GHL, with mapped fields and an initial task automatically assigned.
Trigger reminders in SimplyMeet-me when GHL tasks are created or updated, ensuring teams stay aligned with due dates.
Pull together contact, task, and note data from GHL into a single SimplyMeet-me record for a complete customer timeline.
Obtain API credentials and OAuth tokens for the Contacts API, then run a quick connectivity test to verify access.
Create a mapping between GHL contact fields and SimplyMeet-me fields to ensure data sync is accurate.
Set up a real-time workflow to move data between systems, reducing manual updates.
Access to Contacts data requires appropriate permissions granted during the OAuth flow or via API keys. Use the contacts.readonly scope to read contact information, tasks, notes, and related resources. If you need to write data, request additional scopes such as contacts.write and ensure your app is approved for those permissions. Always secure tokens, rotate them regularly, and enforce least-privilege access in your integration to minimize risk.
Yes. The API supports creating and updating contact records including core fields like name and email. You can use POST /contacts/ to create a contact and PUT /contacts/:contactId to update it. For existing records, ensure you have the correct contactId and mapping in your integration to avoid duplicates. When updating, consider implementing idempotent operations and conflict resolution to maintain data integrity.
Yes. Tasks and notes associated with a contact can be read and synchronized. Use GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to fetch data, then push updates to SimplyMeet-me. Set up webhooks or polling as needed to keep data in sync in near real-time. Keep an audit trail of changes to troubleshoot mismatches and ensure data fidelity across systems.
The contacts.readonly scope grants read access to contact data and related resources. It is suitable for scenarios where you only need to pull data without making changes. If your workflow requires updating contacts or creating tasks, you will need broader permissions such as contacts.write and proper approval in your app configuration. Always align scopes with the minimum necessary permissions for your integration.
Zapier is a popular option but not required. This integration can be built using native API calls, webhooks, or any automation platform that can handle REST APIs. Using Zapier is convenient for non-developers, but you can also implement custom middleware for more control and complex mappings. Consider your team’s technical comfort and data security requirements when choosing an approach.
Handle errors with robust retry logic, clear error messages, and proper logging. Respect API rate limits by implementing exponential backoff and jitter. Always validate response data before processing, and implement idempotent operations to avoid duplicates on retries. Document and monitor failed requests to continuously improve your integration reliability.
Official API docs and endpoint references are provided in the GHL developer portal. Look for the Contacts API section to find available endpoints, authentication details, and example requests. Bookmark the docs for quick reference when building and debugging your integration. If you need tailored guidance, consult the integration guidelines and example flows specific to SimplyMeet-me.
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