Use your GHL developer credentials to obtain an access token with the contacts.readonly scope, then securely attach it to requests from Sleekplan.
Set up OAuth or API keys in Sleekplan to authorize connections to the Contacts API, then test with a sandbox environment before going live.
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 on contact updates in Sleekplan to push changes to Contacts API.
Actions include creating or updating contacts, updating tasks, and syncing notes.
Method path: PUT /contacts/:contactId
Key fields: contactId, email
Trigger when new notes or tasks are added to a contact in Contacts API.
Actions: POST /contacts/:contactId/notes; POST /contacts/:contactId/tasks
Method path: POST /contacts/:contactId/tasks
Key fields: contactId, taskId
Trigger when a tag needs to be added or updated on a contact.
Actions: POST /contacts/:contactId/tags to assign tags
Method path: POST /contacts/:contactId/tags
Key fields: contactId, tags
Automate data flow without writing code across Sleekplan and GHL.
Eliminate manual data entry with mapped fields and triggers.
Speed up onboarding and improve data accuracy through automation.
Key elements include endpoints, authentication, triggers, actions, data mapping, and error handling.
Application Programming Interface that lets Sleekplan access Contacts data from the GHL API.
Authorization framework that securely grants Sleekplan access to a user’s GHL data.
A URL on Sleekplan that receives real-time updates from GHL when events occur.
A specific URL that Sleekplan calls to perform an action or fetch data from the GHL API.
Automatically push surface-level changes from Sleekplan to the GHL Contacts without delay.
Create and assign tasks in Sleekplan when a contact reaches a milestone in GHL.
Auto-tag contacts based on activity to personalize outreach campaigns.
Create a connected app in Sleekplan and generate API credentials to access the GHL Contacts API.
Choose endpoints and map fields between Sleekplan and GHL Contacts.
Run tests, verify data flows, and enable automation in production.
Sleekplan can sync contact fields, notes, tasks, and tags with the GHL Contacts data. You can map standard fields like name, email, phone, and custom fields to ensure data consistency. For real-time updates, set up triggers that push changes as soon as they occur. You can also schedule periodic syncs if needed.
No-code setup is possible using our visual workflow builder. You can authorize the connection, select endpoints, and define triggers and actions without writing code. For advanced scenarios, you may add custom mappings or use webhooks if available.
Supported read endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments. Write operations include POST /contacts/, PUT /contacts/:contactId, POST /contacts/:contactId/tasks, and POST /contacts/:contactId/tags. Some endpoints require appropriate scopes and permissions.
Authenticate via OAuth 2.0 or API keys from the connected apps. Exchange credentials for access tokens with the contacts.readonly scope, then attach the token to requests. Regularly rotate credentials and monitor for unauthorized access.
Yes. Triggers can push updates to GHL in real-time or near-real-time. Use webhooks or polling depending on your plan and needs. Set up event-driven actions to automate workflows across Sleekplan and GHL.
If a contact is deleted in GHL, Sleekplan can be configured to archive or remove the corresponding contact in Sleekplan or to retain the record with a soft delete, depending on your workflow. Consider data retention policies.
View logs in the integration dashboard, enable error notifications, and check request payloads. Use test mode during setup to verify mappings and triggers before going live.
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Complete Operations Catalog - 126 Actions & Triggers
