Authenticate using your GHL API credentials and grant Streak the requested scope (readonly) to access contact data securely. This setup ensures read access to contacts and related resources.
Streak uses OAuth 2.0 tokens to securely authorize access to the Contacts API within your GHL account. Store tokens securely and respect the specified scope when linking the apps.
GET /contacts/{contactId} — Retrieve a contact; GET /contacts/{contactId}/tasks — Get tasks; GET /contacts/{contactId}/tasks/{taskId} — Get a specific task; GET /contacts/{contactId}/notes — Get notes for a contact; GET /contacts/{contactId}/notes/{id} — Get a specific note; GET /contacts/{contactId}/appointments — Get appointments; GET /contacts/ — List contacts; GET /contacts/business/{businessId} — Get business contacts; contacts.write — permission; POST /contacts/ — Create a contact; PUT /contacts/{contactId} — Update a contact; DELETE /contacts/{contactId} — Delete a contact; POST /contacts/{contactId}/tasks — Create a task; PUT /contacts/{contactId}/tasks/{taskId} — Update a task; PUT /contacts/{contactId}/tasks/{taskId}/completed — Mark a task complete; DELETE /contacts/{contactId}/tasks/{taskId} — Delete a task; POST /contacts/{contactId}/tags — Add tags to a contact
Trigger: A new contact is added in Streak.
Actions: Create or update a GHL contact, map name, email, and phone; optionally initialize related tasks.
POST /contacts/
name, email, phone, external_id
Trigger: A task is created or updated in Streak.
Actions: Create or update a GHL task linked to the contact; set title, due date, and status.
POST /contacts/{contactId}/tasks
taskId, title, dueDate, status
Trigger: A note is added in Streak.
Actions: Create a note in GHL under the linked contact; copy content and timestamp.
POST /contacts/{contactId}/notes
noteId, content, timestamp
Automates data flow between Streak and GHL without writing code.
Reduces manual data entry and keeps records synchronized in real time.
Enables richer workflows with tasks, notes, and appointments synced across apps.
This section defines core terms and processes used by this integration: endpoints, authentication scopes, triggers, actions, and data fields.
A contact in GHL is a person or organization you manage, identified by name, email, and related fields.
A unit of work assigned to a contact, with a title, due date, status, and related notes.
A note attached to a contact capturing context, updates, or comments.
A URL path and HTTP method used to interact with the GHL API.
Automatically mirror new Streak contacts into GHL to keep both systems up to date, with key fields mapped.
Reflect updates from Streak in GHL: notes, tasks, and contact details change automatically.
Create a dashboard showing latest notes and tasks across Streak and GHL for a holistic view.
Obtain your GHL API credentials and authorize Streak to access contacts data with the required scope.
Define field mappings for name, email, phone, and related fields between Streak and GHL.
Run tests to verify triggers, actions, and data accuracy; then enable the connection.
The GHL Contacts API scope used in this pattern is primarily read-oriented (contacts.readonly), which allows Streak to fetch contact data for display and reference. If you need to create or update contacts from Streak, you would request additional scopes (read/write) from your GHL app registration and ensure your OAuth token has those permissions. Always follow the principle of least privilege and only grant what you truly require for your automations.
Yes. You can create tasks and notes in GHL that correspond to actions in Streak. For example, a newly created Streak task can generate a GHL task linked to the same contact, and notes created in Streak can be mirrored as notes on the GHL side. This enables a unified view of activity across both platforms.
No custom code is required if you are using a no-code connector or integration platform. The workflow can be built with pre-built actions like creating contacts, tasks, and notes across the two apps. If you need highly bespoke behavior, you can extend the connector with webhooks or a light script, but code isn’t mandatory for the basics.
If a contact already exists in GHL, the integration should perform an upsert: update the existing contact with new data rather than creating a duplicate. Proper matching keys (like email or a unique external_id) help prevent duplicates. In case of conflicts, you can configure collision rules within your integration tool.
To revoke access, disconnect the GHL app or integration from the connected apps settings in your GHL account. If using an OAuth flow, you can revoke the token from the authorization server or by removing the app connection in Streak. After revoking, any further attempts will require re-authorization.
Commonly used endpoints include GET /contacts/{contactId}, POST /contacts/, POST /contacts/{contactId}/tasks, and POST /contacts/{contactId}/notes. These endpoints cover reading contact data, creating a contact, and adding related tasks and notes. Depending on your workflow, you may also leverage PUT and DELETE operations for updates and cleanup.
Error logs can typically be viewed in your integration platform’s dashboard (e.g., Zapier or the GHL app). Look for failed runs, error codes, and debugging details. If you’re using webhooks, also check server logs for rejected requests or authentication failures.
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Complete Operations Catalog - 126 Actions & Triggers
