Authenticate requests between GHL and Totango using OAuth 2.0 with your GHL developer credentials and the Contacts API scope (readonly). Generate and securely store access tokens, rotate them regularly, and follow least-privilege access practices.
Totango access relies on an API key or OAuth token with the proper scopes. Ensure your Totango account has integration enabled and that the token has read access to contact data forSync operations.
Endpoints used with Totango 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, contacts.write, 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 created or updated in GHL
Actions: update or create the corresponding contact in Totango; map key fields such as name, email, phone, and company
Method/Endpoint: GET /contacts/:contactId
Key fields: id, email, firstName, lastName
Trigger: creation or update of tasks for a contact
Actions: create/update corresponding tasks in Totango; map status, dueDate, and task details
Method/Endpoint: GET /contacts/:contactId/tasks
Key fields: contactId, taskId, status
Trigger: notes added or updated for a contact
Actions: map notes to Totango notes; capture sentiment and tags if available
Method/Endpoint: GET /contacts/:contactId/notes
Key fields: contactId, noteId, content
No-code setup: quickly connect via the Zapier App Connector without writing a line of code.
Automation: create triggers and actions to keep data synchronized across platforms automatically.
Scalability: reuse templates for multiple contacts, teams, and business units with consistent mappings.
Key elements include endpoints, triggers, actions, field mappings, and data validation processes. Core workflows involve authentication, data sync, error handling, and retries to ensure reliable integration.
Application Programming Interface that allows different software to communicate and exchange data securely.
A callback URL that receives real-time event notifications from an API when specific actions occur.
An authorization framework that enables secure access tokens for API requests without sharing user credentials.
A specific URL in an API that performs a defined action or returns requested data.
Automatically pull additional fields from GHL (company, industry, role) and push them into Totango profiles to enhance segmentation and campaigns.
Trigger Totango campaigns and tasks in response to GHL events such as new contact creation or status changes.
Route contacts to Totango segments based on attributes like lifecycle stage, source, or custom fields.
Register your app in the GHL developers portal and obtain client credentials (client ID and secret) with the Contacts API scope.
Select required endpoints (as listed) and set the scope to contacts.readonly to ensure safe data access for Totango.
Define field mappings between GHL and Totango (name, email, notes, tasks). Create triggers for create/update events to keep data synchronized in real-time.
You can sync core contact data (name, email, phone, company), plus related activities like tasks and notes. For more advanced usage, you can propagate custom fields and segment attributes from GHL to Totango to enrich campaigns and automation. Start with a minimal subset and expand as you validate data quality. In Totango, map the fields to corresponding contact attributes to ensure accurate segmentation.
Use OAuth 2.0 with a GHL API app to obtain access tokens. Store tokens securely and rotate them regularly. Use scoped permissions (readonly for syncing to Totango) and implement token refresh logic. When possible, use service accounts or short-lived tokens to minimize risk.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
