Use OAuth 2.0 tokens or API keys provided by the GHL platform, ensuring the scopes include contacts.readonly for basic access and broader scopes for write operations.
Connect WPForms to the GHL Contacts API by securely storing credentials in the WPForms integration settings and selecting the appropriate auth method (OAuth or API Key).
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: When a WPForms form is submitted, create a new contact via POST /contacts/ or update an existing one via PUT /contacts/:contactId.
Actions: create or update contact; optionally attach initial tasks or notes.
Methods: POST /contacts/ to create; PUT /contacts/:contactId to update.
Key fields: email, first_name, last_name, phone, company.
Trigger: after contact creation or update, fetch and sync tasks via GET /contacts/:contactId/tasks and POST /contacts/:contactId/tasks.
Actions: create tasks, update task status, and mark as completed using PUT /contacts/:contactId/tasks/:taskId/completed.
Methods: GET /contacts/:contactId/tasks, POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, DELETE /contacts/:contactId/tasks/:taskId.
Fields: title, due_date, status, priority.
Trigger: when events occur, add notes via POST /contacts/:contactId/notes.
Actions: create notes, attach to contact, retrieve notes via GET /contacts/:contactId/notes.
Methods: POST /contacts/:contactId/notes, GET /contacts/:contactId/notes.
Fields: content, author, date.
Automate contact syncing from form submissions to your CRM without manual data entry.
Streamline task creation and note capture to keep your team aligned and informed.
Reduce errors, speed onboarding, and improve data accuracy across systems.
Key elements and processes include authentication, endpoints, triggers, actions, and field mappings that connect WPForms with the GHL Contacts API.
The GHL API provides programmatic access to CRM data such as contacts, tasks, notes, and appointments, exposed as endpoints you can call from WPForms.
A URL path in the API that performs an action, such as /contacts/:contactId.
Methods for authenticating requests to the GHL API (OAuth tokens, API keys, and scopes).
A mechanism that sends real-time notifications to your app when an event occurs for a resource.
When a visitor submits a WPForms form, automatically create a new contact in the Contacts API and assign a default tag to segment the contact.
As soon as a contact is added, generate onboarding tasks and reminders to guide them through your process.
Attach form-submission notes to the contact record to enrich your CRM timeline.
Create or configure an app in the GHL developer portal and generate client credentials or an API key with the required scopes.
In WPForms, add a Webhook or API integration and enter the credentials. Set up endpoint calls to POST /contacts/ and GET /contacts/:contactId.
Map form fields to contact fields such as email, name, and phone, then submit a test to verify data sync with the Contacts API.
Use OAuth 2.0 tokens or API keys provided by the GHL platform. Ensure your app has the correct scopes, such as contacts.readonly for read access and additional scopes for write operations. We recommend using sandbox credentials during initial testing to prevent changes to live data. Keep credentials secure and rotate tokens regularly.
For WPForms integration, endpoints like GET /contacts/:contactId, POST /contacts/, and GET /contacts/ are essential to fetch, create, and list contacts. Additionally, endpoints for tasks and notes let you sync related data to form submissions, enabling a richer CRM timeline. Use the most appropriate endpoints based on whether you are creating new contacts or updating existing ones.
Yes—no-code options exist. Use a webhook in WPForms or a middleware like Zapier to bridge WPForms with the GHL Contacts API. Field mapping and trigger setup can be done without writing code. Always test with sample submissions before going live.
You can both create and update contacts depending on whether the contact exists. Use POST for create and PUT for update, identifying existing contacts by a unique field such as email. This approach avoids duplicates and keeps data synchronized across systems. If a contact does not exist, a new one is created; if it does, details are updated.
Yes. You can create tasks and notes automatically when a contact is created or when a related form is submitted. Use POST /contacts/:contactId/tasks and POST /contacts/:contactId/notes to add items, and PUT /contacts/:contactId/tasks/:taskId/completed to mark progress. This keeps the CRM activity in sync with form activity.
Required fields depend on your data model, but typically email is essential to uniquely identify a contact. Including first_name, last_name, and phone helps enrich records and improves matching. You can store additional fields like company or tags as needed for segmentation.
Testing steps: use a sandbox or test credentials, submit a test form, and verify via GET endpoints that the data appears in the CRM. Check logs and responses for errors, then fix field mappings or endpoint usage as needed. Finally, perform a dry run with multiple test scenarios before going live.
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Complete Operations Catalog - 126 Actions & Triggers
