Use your GHL API credentials to authorize Softr. Depending on your setup, you may use an API key or OAuth tokens. Store credentials securely and grant the minimum required scope (readonly) for safe access.
In Softr, add a new API connection to the Contacts API by supplying the endpoint base URL, client credentials, and the requested scope. Save securely and test the connection.
Key read endpoints: – 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 Additional endpoints for write operations (permissions): – 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: new or updated contact in GHL triggers a read to pull the latest data into Softr.
Actions: retrieve contact details, map fields (name, email, phone) to Softr, and update the Softr CRM view.
Example path: GET /contacts/:contactId
Key fields: contactId, name, email, phone, tags
Trigger: scheduled sync every 15 minutes or hourly.
Actions: pull notes and tasks for each contact, map to Softr notes and tasks fields, and create related items in Softr.
Paths: GET /contacts/:contactId/notes, GET /contacts/:contactId/tasks
Key fields: noteId, taskId, contactId, status, dueDate
Trigger: batch sync to populate a business contacts directory.
Actions: pull /contacts/ for a business, map fields to a Softr directory, keep in sync.
Paths: GET /contacts/business/:businessId
Key fields: businessId, contactId, name
No custom code required — use Softr’s UI to connect and map fields to GHL data.
Automate data synchronization between GHL and Softr with scheduled or event-driven triggers.
Easily create dashboards in Softr that reflect your GHL contact data in real time.
This glossary explains API, endpoints, authentication, mapping, and sync concepts used throughout this guide.
Application Programming Interface — a set of rules that lets Softr talk to the GHL Contacts API to fetch and push data.
A specific URL path exposed by the API to perform actions, such as retrieving a contact or creating a task.
The process of proving identity to access API resources. This typically uses API keys or OAuth tokens.
The process of aligning fields between GHL and Softr so data appears correctly in both systems.
Automatically populate a Softr CRM view with your GHL contacts and keep it up to date.
Create cross-system tasks so teams stay aligned between Softr and GHL.
Aggregate notes, tasks, and events from GHL into a single Softr view.
In Softr, add a new API integration for the Contacts API and enter the base URL and credentials.
Map core contact fields (name, email, phone, notes) to your Softr data model.
Test the connection, verify data flow, and switch on automatic syncing.
You can connect Softr without writing code by using the built-in API integration. This setup guides you through authentication, endpoint selection, and field mapping. If you need more, you can extend the integration with advanced features once comfortable.
With the scope set to readonly, you can retrieve contact data, notes, tasks, and attachments. Write operations like POST, PUT, and DELETE are not available under this scope.
Writing back to GHL requires elevated permissions and explicit authorization. Review your app’s permissions and enable write endpoints if needed.
For security, use OAuth or API keys, keep tokens secret, and rotate credentials regularly. Softr provides secure storage and encrypted transmission.
Sync frequency can be configured in Softr. You can set near real-time or periodic batches, depending on API limits and your plan.
Permissions required depend on the endpoints you plan to access. Start with readonly access and only request additional scopes as necessary.
Integration logs can be viewed in Softr’s connection page and in the GHL audit logs if available. Look for API call history and error details.
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