Authenticate to the GHL Contacts API using either OAuth 2.0 or an API key. Ensure the access token includes contacts.readonly permission (and any write scopes you need).
Set up Switchboard Canvas credentials in the connector. Use an API key or OAuth flow provided by the app, and keep credentials secure.
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; (permissions: contacts.write)
Trigger: Updates to a contact in GHL automatically create or update tasks, notes, or fields in Switchboard Canvas.
Actions: Create tasks, add notes, and map fields back to the contact record.
GET /contacts/:contactId
Key fields: contactId, lastModified, status
Trigger: Periodic polling (e.g., every 15 minutes) to sync large batches of contacts and tasks to Switchboard Canvas.
Actions: Upsert contacts, synchronize tasks and notes in bulk, and tag updates.
GET /contacts/
Key fields: businessId, lastModified
Trigger: When Switchboard Canvas needs fresh data, query a specific contact by ID.
Actions: Retrieve contact data, notes, and upcoming tasks for the view.
GET /contacts/:contactId
Key fields: contactId, lookupQuery
No custom coding required—use the built-in app connector and field mappings to connect data quickly.
Drag-and-drop automations between GHL and Switchboard Canvas to speed up workflows.
Instant data syncing reduces manual updates and data silos.
This glossary defines core terms used in this guide, including GHL, APPNAME, endpoints, and authentication concepts.
The programmatic surface that lets apps read and write contacts, tasks, notes, and more in GHL.
Switchboard Canvas – the app integration that connects to GHL to automate contact workflows.
A specific API path used to perform an action or fetch data, such as GET /contacts/:contactId.
A standard authorization framework that allows secure, token-based access to APIs without exposing user credentials.
Capture new contact data from Switchboard Canvas forms and push to GHL Contacts API for immediate availability.
Create and assign follow-up tasks in GHL when actions occur in Switchboard Canvas to keep teams aligned.
Aggregate notes, appointments, and tasks for a single, comprehensive view of each contact.
Obtain an API key or set up OAuth credentials for GHL and Switchboard Canvas.
Map relevant contact fields and assign permissions for tasks, notes, and appointments.
Run a test sync, verify data integrity, and enable automated syncing.
There isn’t a dedicated free trial for this connector, but you can test with limited API calls in a staging environment to validate the flow. Reach out to sales or support to explore temporary access options. Practical testing in a sandbox helps verify mappings and triggers before going live.
Common endpoints for syncing contacts include GET /contacts/:contactId for individual lookups and GET /contacts/ for listing records. When writing data, POST /contacts/ creates new contacts and PUT /contacts/:contactId updates them. For related data like tasks and notes, you can read via GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes.
Yes. You can customize field mappings within the app connector’s mapping screen to align GHL fields with APPNAME fields. Map standard fields (firstName, lastName, email, phone) and any custom fields you use.
Data is transmitted over HTTPS and secured with OAuth tokens or API keys. Use least-privilege scopes and rotate credentials regularly. Monitor access logs and apply best-practice security measures in both GHL and APPNAME.
Sync frequency is configurable in the Switchboard Canvas connector. Typical options range from every 5 to 15 minutes for near real-time updates, with longer intervals possible for batch jobs. Real-time triggers may be available depending on your setup.
If data conflicts occur, the system can apply last-write-wins or a configurable rule. You can set mapping and conflict resolution preferences to minimize surprises and review conflict logs when needed.
No coding is required for standard integrations—the built-in APPNAME connector provides a no-code bridge. If you need custom logic beyond built-in mappings, you can add webhooks or create supplemental endpoints in your stack.
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