Authenticate securely using OAuth 2.0 with the specified scope: contacts.readonly. Ensure your GHL app credentials are configured in TrueReview so the Zapier connector can request access tokens when you run workflows.
During setup, grant TrueReview permission to read Contacts data in GHL. This authorization keeps data flowing without exposing credentials and enables automated syncing across platforms.
– 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: contact is updated in GHL and data changes are pulled to TrueReview.
Actions: fetch contact data and map fields to the TrueReview contact profile.
GET /contacts/:contactId
Key fields: contactId, lastUpdated, status
Trigger: new or updated tasks or notes for a contact.
Actions: retrieve tasks and notes, map to TrueReview activities.
GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes
Fields: contactId, taskId, noteId, dueDate, status
Trigger: a contact is created or updated in GHL.
Actions: synchronize the contact profile, tags, and appointments with TrueReview.
POST /contacts/, PUT /contacts/:contactId, PUT /contacts/:contactId/tasks/:taskId/completed
Fields: contactId, status, tags, appointments
Zero-code integration saves time and reduces error-prone data entry.
Drag-and-drop automation via Zapier makes setup quick and visual.
Real-time data sync ensures both platforms stay current.
A concise glossary of terms used in this integration and how data flows between GHL and TrueReview.
A specific URL path that returns data when called by an application.
The process of proving identity before granting access to data.
A standard authorization protocol used to grant limited access to resources.
A client-initiated callback that pushes data to listeners in real time.
Automatically tag new TrueReview contacts as they synchronize from GHL to improve segmentation.
Create reminders in TrueReview when GHL tasks are due to keep teams aligned.
Push notes changes from GHL to TrueReview profiles to maintain a complete history.
Grant permissions in GHL for TrueReview to access Contacts data using the specified scope.
Select the endpoints you need and map fields between GHL and TrueReview.
Run tests in Zapier and confirm that data flows correctly before going live.
The Contacts API lets TrueReview read contact data, tasks, notes, and appointments from GHL so you can keep profiles in sync. It supports event-driven automation via Zapier, enabling workflows without custom code. By reading only the necessary fields, you can automate updates while keeping data secure. TrueReview relies on read-only access by default to minimize risk and simplify permission management.
The integration uses the contacts.readonly scope by default. This ensures you can retrieve data without granting write permissions. If your use case requires broader access, you may request additional scopes through your GHL app configuration, but keep in mind writing data back may require explicit approval and careful auditing.
Direct write-backs from TrueReview to GHL are not enabled by default. You would need elevated scopes and explicit configuration. In most setups, updates are read from GHL and reflected in TrueReview, while updates to GHL itself happen through the native GHL UI or authorized actions.
Key endpoints include GET /contacts/:contactId for profile data, GET /contacts/:contactId/tasks for tasks, GET /contacts/:contactId/notes for notes, and GET /contacts/:contactId/appointments for meetings. You may also pull lists with GET /contacts/ and retrieve business-related data with GET /contacts/business/:businessId. These endpoints cover read operations used in syncing workflows.
To test, create a test contact in GHL and trigger a Zapier workflow that reads the data into TrueReview. Validate that fields map correctly and verify that updates appear in TrueReview within a few minutes. Use a small sample set before going full-scale live.
When a contact is updated in GHL, the connector fetches the latest data and updates the corresponding TrueReview profile. This keeps histories, tags, and related tasks aligned across systems without manual steps. Real-time or near-real-time syncing depends on your Zapier polling and trigger configuration.
You can review integration logs and run-time errors in Zapier task histories and in TrueReview’s internal audit trail if available. Check for API limit notices, authentication token expirations, and field-mapping mismatches to resolve issues quickly.
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