Use OAuth 2.0 or API key authentication provided by GHL. Include your API client credentials and securely store tokens in your app connector.
Ensure Surefire CRM is configured to accept connections from your GHL app, set up webhooks for token refresh, and validate scopes for read-only access.
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: GET /contacts/:contactId
Actions: fetch core contact fields, merge updates, push notes and tasks.
GET /contacts/:contactId
contactId, name, email, phone
Trigger: GET /contacts/:contactId/tasks
Actions: retrieve tasks, status, due dates, assign to contact, sync with activity timeline
GET /contacts/:contactId/tasks
contactId, taskId, status, dueDate
Trigger: GET /contacts/:contactId/appointments
Actions: fetch appointment times, sync attendees, reminders
GET /contacts/:contactId/appointments
contactId, appointmentId, startTime
Unified contact data across platforms without custom scripts.
Faster workflows by automating tasks, notes, and appointments.
Easier upkeep with centralized authentication and logging.
A quick glossary of terms used in this guide to help you design APIs and workflows between GHL and Surefire CRM.
Application Programming Interface: a set of rules that enables different software to communicate.
A specific URL in the API that performs a function, like retrieving a contact.
Proves identity and grants access to API resources.
A callback mechanism that notifies your app of events in real time.
Pull contact data from the API and enrich records in Surefire CRM to keep data fresh.
Create tasks in GHL when a contact receives a new note.
Sync appointment data to trigger outreach campaigns based on schedules.
Register your app in GHL and obtain client ID and secret.
Set up API access, scopes, and redirect URLs in Surefire CRM.
Run test calls, verify data sync, and go live.
The Contacts API supports OAuth 2.0 tokens and API keys for authentication. Use the client credentials from your GHL app and securely store tokens.
Core endpoints cover retrieving and listing contacts, their tasks, notes, and appointments. For two-way sync, include write endpoints when updating information.
Yes. Use POST, PUT, and DELETE endpoints such as POST /contacts/ and PUT /contacts/:contactId to create and update data; you can also create tasks with POST /contacts/:contactId/tasks.
Implement exponential backoff, track error codes, and retry transient failures. Log failures and alert your team for critical errors.
No-code options exist via Zapier and builder tools that connect GHL and Surefire CRM, but some light scripting can help tailor mappings.
You can sync core fields like contact name, email, phone, notes, tasks, and appointments. Custom fields can be mapped as needed.
Most plans enforce rate limits. If you hit a limit, stagger requests and use retry headers.
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Complete Operations Catalog - 126 Actions & Triggers
