To begin, obtain your Forms API credentials from GHL and authorize the connection to Act! using OAuth2 or an API key. This ensures secure data transfer for every form submission.
Provide Act! credentials to authorize the connection and enable data sync for form submissions. After authorization, your apps will securely exchange data.
– GET /forms/ — Retrieve all forms – GET /forms/submissions — Retrieve form submissions (Other endpoints are available as needed; see your integration settings for details.)
Trigger: New submissions in GHL Forms API automatically sync to Act! as contacts or notes.
Actions: Upsert Act! contact, map form fields, and attach submission data as notes.
Method Path: GET /forms/submissions
Key fields: form_id, submission_id, act_contact_id
Trigger: A new form submission creates or updates the corresponding Act! contact.
Actions: Upsert Act! contact, map fields, and store submission details.
Method Path: POST /forms/submissions
Key fields: submission_id, act_contact_id
Trigger: Timed sync (e.g., every 24 hours) to keep Act! records current.
Actions: Update Act! records with latest form data and reconcile changes.
Method Path: GET /forms/updates
Key fields: submission_id, last_update
Auto-synchronize new form submissions into Act! to shorten response times.
Keep Act! contact records current with mapped form fields for accurate outreach.
No-code setup lets non-developers connect apps in minutes.
Learn the core elements: endpoints, triggers, actions, and field mappings that power the Forms API to Act! connection.
The REST API exposed by GHL that lets apps read forms, submissions, and related data, authenticate securely, and perform CRUD operations.
Responses captured by a form; these records can be read from GHL and sent to Act! or used in automations.
The process of aligning GHL form fields with corresponding Act! fields for data synchronization.
Authorization framework used to grant access to GHL data without sharing credentials.
Automatically push new form leads into Act!, create contacts, and assign follow-ups.
Attach submission data as notes on Act! contacts and track engagement.
Trigger tasks and emails in Act! when respondents meet criteria.
Gather your GHL Forms API credentials and Act! admin access.
Configure OAuth2 or API keys for both services and test connectivity.
Create field mappings between GHL form fields and Act! fields, then run test submissions.
The Forms API lets you read GHL forms and form submissions from your integrated apps. It enables secure data access and provides endpoints to pull data on demand, so you can drive automations in Act! without manual exports. This makes lead capture and follow-ups faster and more accurate. By configuring triggers and mappings, you can push new submissions into Act! as new or updated contacts and notes, creating a seamless workflow between your form responses and CRM.
Overview: You authenticate the connection using OAuth2 or API keys, then call endpoints like GET /forms/ and GET /forms/submissions to pull form data. You map each form field to an Act! field, and decide whether to upsert contacts, create notes, or create new leads in Act!. Test the integration with sample submissions to verify field mappings and ensure data sync occurs as expected.
Data that can be synced includes form fields such as name, email, phone, and custom responses. You can map these to Act! contact fields and notes. Depending on your setup, you can also attach submission data to activities or tasks. If field types differ, you can use transformation rules to adjust formats during the sync.
No coding is required for a basic connection. Use the integration UI to authenticate, map fields, and set triggers. More advanced scenarios can leverage custom workflows, but the core setup remains no-code-friendly.
Common auth issues stem from invalid credentials or incorrect scopes. Double-check the API keys or OAuth tokens, ensure the forms and submissions endpoints exist, and verify that the app has access to the necessary data. Re-authenticate if needed and run a test submission.
Security is built into the connection via OAuth2 or API keys, limited scopes, and encrypted transmission. Never share tokens, rotate credentials regularly, and monitor access in your GHL and Act! admin dashboards.
Real-time sync can be configured for immediate propagation of new submissions to Act!. Depending on rate limits and your setup, you may also choose scheduled syncs to ensure stability. Use event-driven triggers for fastest updates with acceptable latency.
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Complete Operations Catalog - 126 Actions & Triggers
