Requests to the GHL Contacts API require authentication. Use your GHL API credentials and include a Bearer token in the Authorization header for each call.
In Survicate, create an API connection and paste your GHL access token. Test the connection from the integration center to ensure successful handshakes.
Common endpoints include GET /contacts/:contactId to fetch a contact, GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to retrieve associated tasks and notes, and GET /contacts/ to list contacts. For creating and updating records use POST /contacts/ and PUT /contacts/:contactId. Additional endpoints like GET /contacts/business/:businessId provide business data related to a contact. These endpoints enable robust sync of contact data, tasks, notes, and business context between Survicate and GHL.
Trigger: when a Survicate respondent submits a form, create or update the corresponding contact in GHL.
Actions: map survey fields to GHL contact fields (email, name, phone), then call POST /contacts/ or PUT /contacts/:contactId to synchronize.
Method paths: POST /contacts/ to create, PUT /contacts/:contactId to update.
Key fields: email (primary identifier), firstName, lastName, phone, tags.
Trigger: for a given contact, pull in related tasks and notes to surface context in Survicate.
Actions: fetch GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes and display in Survicate’s workflow.
Methods: GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes.
Key fields: contactId, taskId, noteId.
Trigger: Survicate responses enrich GHL contact profiles with business data from the API.
Actions: call GET /contacts/business/:businessId to pull business details and merge into the contact profile.
Methods: GET /contacts/business/:businessId to fetch business data.
Key fields: businessId, contactId, companyName.
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This section explains the core elements and processes: contacts, tasks, notes, and business data, plus the steps for authentication, field mapping, syncing, and testing.
A person stored in GHL with a unique identifier such as email and a profile that can hold notes, tasks, and business data.
A to-do item linked to a contact, used to track follow-ups and actions within GHL.
A freeform piece of information attached to a contact, such as comments or updates from surveys.
A company or organization entity in GHL linked to contacts to provide context for accounts and relationships.
Capture new respondents in Survicate and automatically create or update profiles in GHL.
Append richer data to contacts over time based on survey responses and actions.
Create tasks in GHL from survey cues to trigger timely outreach.
Register the integration in GHL and generate an access token.
Enter endpoint URLs and map fields to GHL contact fields for seamless data transfer.
Run a test survey and verify that data flows correctly to GHL before going live.
You authenticate using a Bearer token issued by your GHL account. Include the token in the Authorization header for each request. If your token expires, regenerate it in the GHL developer console and update Survicate’s connection settings. Always use HTTPS to keep credentials secure. For best results, limit token scopes to the minimal permissions needed for contacts read/write operations.
Yes. You can sync contacts along with their associated tasks and notes. This enables a complete view of a contact’s history in Survicate and GHL. Map the forms to the appropriate fields and set up endpoints such as GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes to pull in contextual data.
The most commonly used endpoints are POST /contacts/ to create contacts, PUT /contacts/:contactId to update existing records, GET /contacts/:contactId to retrieve a contact, and GET /contacts/:contactId/tasks or /contacts/:contactId/notes to fetch related items. For enrichment, GET /contacts/business/:businessId can provide business context. These endpoints cover core syncing scenarios.
Start with a field mapping that aligns Survicate form fields to GHL contact fields (for example, email to email, firstName to firstName). Use the integration settings to specify default values and transformation rules. If a field is missing in GHL, you can create a new field or skip the mapping for that form submission.
GHL imposes API rate limits that vary by plan. Plan your sync cadence accordingly and implement retry logic for transient errors. If you expect spikes (like a big survey campaign), stagger requests or batch updates to stay within limits.
Begin with a test survey in Survicate and a sandbox or test contact in GHL. Validate that data maps correctly, that updates propagate, and that notes and tasks appear as expected. Once verified, switch the integration to live and monitor activity using logs and dashboards.
If there are conflicts (for example, mismatched emails or duplicate contacts), the system should rely on a primary key like email to match records. Implement conflict resolution rules in your mapping (e.g., prefer most recently updated fields) and maintain an audit log to track changes.
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