To use the Contacts API with the Zapier App Connector, you will authenticate via OAuth or an API key granted by your GHL account. Ensure the app has the contacts.readonly scope enabled for read operations and add write scopes if you plan to modify records.
In the Zapier App Connector, connect your GHL credentials, select the Contacts API as the target, and grant access permissions to allow creates, updates, and deletes as needed. Store tokens securely and rotate them per policy.
Key endpoints include: 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, and the create/update/delete operations: 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: when a contact is created or updated in SocialBee, update the corresponding contact in GHL via PUT /contacts/:contactId.
Actions: create or update a contact in GHL; synchronize emails, phone, and notes.
Method paths: POST /contacts/ to create, PUT /contacts/:contactId to update, and GET /contacts/:contactId to retrieve.
Key fields: contactId, email, firstName, lastName, phone, tags
Trigger: a new task in SocialBee creates a task in GHL under the same contact
Actions: create tasks via POST /contacts/:contactId/tasks and update status via PUT /contacts/:contactId/tasks/:taskId/completed
Method paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, DELETE /contacts/:contactId/tasks/:taskId
Key fields: taskId, contactId, title, dueDate, status
Trigger: add or update a note in SocialBee, mirror it to GHL notes for the contact
Actions: POST /contacts/:contactId/notes to create notes, PUT /contacts/:contactId/notes/:id to update
Method paths: POST /contacts/:contactId/notes, PUT /contacts/:contactId/notes/:id, GET /contacts/:contactId/notes
Key fields: noteId, contactId, content, createdAt
Automate data flow between SocialBee and GHL without touching a line of code.
Speed up onboarding and keep records in sync across platforms.
Get a unified view of contacts, tasks, and notes in one place for smarter automation.
Elements include endpoints, triggers, actions, and field mappings. Processes cover authentication, data flow, and error handling.
A person in your CRM or SocialBee with associated details like name, email, and phone.
A to-do item linked to a specific contact, used to track activities.
A text entry attached to a contact to capture details or updates.
A URL path for an API operation that retrieves or updates data.
Automatically create or update a contact in GHL when a new SocialBee subscriber is added, including email and name, to keep both systems in sync.
Map SocialBee tasks to GHL tasks and mirror notes to contacts to maintain context and history.
Enable updates from GHL back to SocialBee when changes happen to contacts, tasks, or notes.
Obtain API credentials from SocialBee and authorize them in the Zapier App Connector to start syncing data.
Set up triggers for new or updated contacts, tasks, and notes, with test runs to validate mapping.
Create a field map between SocialBee and GHL and run end-to-end tests to ensure accuracy.
The GHL API Name in this guide is Contacts API. The APPNAME is the Zapier App Connector. Together they enable a no-code bridge to move data between SocialBee and GHL. If you need custom endpoints, consult the API docs for advanced use cases.
Authentication is handled through OAuth tokens or API keys issued by your GHL account and the Zapier App Connector. Ensure proper scoping: read only for retrieval, write for updates. If you rotate credentials, reauthorize in Zapier.
No coding is required. The Zapier App Connector provides a no-code interface to map fields, set triggers, and run tests.
Yes, you can manage contacts, tasks, and notes using supported endpoints and actions. The docs show supported operations and example workflows.
Yes, you can map fields between SocialBee and GHL. Use the field mapping tool in Zapier to align name, email, phone, and custom fields.
Test in Zapier with sample data. Use the built-in test mode to simulate triggers and actions before going live.
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