To authenticate requests to the GHL Contacts API, obtain your API credentials and use a Bearer token in the Authorization header. The defined scope for this integration is: contacts.readonly.
In SumoQuote, set up an API connection and securely store the GHL credentials. Use the integration settings to manage tokens and ensure secure access.
Available 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, 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 added or updated in SumoQuote, sync to GHL to keep records aligned.
Actions: Create or update contact in GHL, sync related tasks and notes.
Method path: POST /contacts/ or PUT /contacts/:contactId
Key fields: contactId, email, fullName, phone, tags
Trigger: On task creation or update in either system, mirror as a task in the other app.
Actions: Sync tasks, notes, and attachments between GHL and SumoQuote.
Method path: POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId
Key fields: taskId, contactId, title, dueDate, status
Trigger: Data changes in either system update the other to maintain consistency.
Actions: Field-level mapping and conflict resolution strategies.
Method path: GET /contacts/:contactId; POST /contacts/
Key fields: email, name, lastModified
Automate data syncing without touching code
Centralized workflows between GHL and SumoQuote
Faster access to up-to-date contact information
Definitions of endpoints, triggers, actions, methods, fields, and the end-to-end flow for connecting GHL Contacts API with SumoQuote.
Application Programming Interface: a set of rules that enables apps to communicate securely.
The process of verifying identity and granting access to a system.
A specific URL path that performs a defined operation in an API.
A callback URL that gets notified when an event occurs in an integrated app.
Score leads in SumoQuote and push the score to a field in GHL to tailor follow-ups.
Pull enhanced contact data from SumoQuote into GHL to improve segmentation.
Create SumoQuote quotes from GHL events and track as tasks for sales teams.
Collect API keys and configure secure storage in both apps.
Select the necessary endpoints (e.g., GET /contacts/:contactId, POST /contacts/).
Create triggers and actions to keep data synchronized in real time.
Yes. You can read, create, update, and delete contacts via endpoints like GET /contacts/:contactId and PUT /contacts/:contactId.
Endpoints cover tasks, notes, appointments, and tags: GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, etc.
Authenticate using API keys or OAuth tokens in the Authorization header; scope controls permissions.
Rate limits may apply; implement retries with backoff and monitor usage.
The connector surfaces clear error messages; implement retries and logging.
Yes. You can trigger creation of tasks or notes in one app from events in the other.
Webhooks are supported in certain plans; configure a webhook to listen for events from GHL or SumoQuote.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
