GHL requires your API credentials to authorize requests. Use your API key and the approved access scope to securely call endpoints such as search, retrieve, and update opportunities.
Zapier App Connector authenticates with your GHL account using OAuth or API keys, depending on setup, to securely perform actions on your opportunities data.
GET /opportunities/search, GET /opportunities/:id, GET /opportunities/pipelines, POST /opportunities, PUT /opportunities/:id, PUT /opportunities/:id/status, DELETE /opportunities/:id
Trigger when a new lead is created in your source app to automatically create an opportunity in GHL.
Actions: search for existing opportunities, create, update status, and log activity in your CRM.
Example methods: POST /opportunities, GET /opportunities/:id, PUT /opportunities/:id, PUT /opportunities/:id/status
Key fields: id, name, pipeline, stage, amount, close_date
Trigger when status of an opportunity changes to trigger downstream tasks in Zapier.
Actions: retrieve, update, and post-status-change events to connected apps.
Example: GET /opportunities/:id, PUT /opportunities/:id/status
Key fields: id, status, updated_at
Trigger on a schedule to sync large data sets between GHL and your CRM.
Actions: list, create, update, and delete records as needed.
Common paths: GET /opportunities, POST /opportunities, PUT /opportunities/:id
Key fields: id, name, owner_id, pipeline
Automate routine opportunity creation and updates without writing code.
Lead-to-opportunity conversion and pipeline updates in real time.
Centralized data flow between your CRM and outreach tools for faster decisions.
Understand the core elements and processes used when integrating GHL and the Zapier App Connector.
A specific URL + method used to perform an action on a resource in the API.
A route in the API that maps to a function or collection of data.
Credentials and methods used to verify identity and grant access (e.g., API keys or OAuth).
A listener for events that can trigger automations in Zapier when data changes in GHL.
Capture form submissions to immediately create opportunities in GHL and route them in Zapier for follow‑ups.
Sync stage changes between GHL and your project management tool to keep teams aligned.
Use scheduled exports and imports to maintain clean, joined datasets for analytics.
Obtain and approve API credentials and OAuth scopes in both platforms.
Set up event triggers in GHL and corresponding actions in Zapier.
Map your fields between GHL and Zapier and run test workflows.
Yes. You can connect without code using Zapier App Connector. Use triggers for new opportunities and actions to create or update records in Opportunities API. The setup guides provide step‑by‑step instructions. No coding is required; you can customize fields and workflows with a friendly interface to automate your sales process.
This integration supports API key based and OAuth based authentication depending on your configuration. In many setups, Zapier uses OAuth for secure, token-based access, while GHL accepts API keys for server‑to‑server calls. Best practices include restricting scopes to opportunities.readonly when only viewing data, and logging access for auditing.
Basic syncing requires endpoints to search opportunities, get by id, and update status. The essential steps are: connect app, choose trigger for new opportunities, map fields, and enable automatic sync. You can also pull pipelines to segment opportunities by stage for reporting.
Yes. Zapier can update an opportunity’s status via PUT /opportunities/:id/status. This enables workflow automation when deals progress. Be mindful of write permissions; ensure your API token includes opportunities.write scope where updates are allowed.
Mapping fields involves aligning GHL fields (name, id, pipeline, stage, amount) with Zapier fields. Use Zapier’s field mapper to set sources and destinations, and test with sample data. If a field is missing, you can create a custom field in GHL and map it in Zapier to maintain data integrity.
Scheduling automatic syncs is supported through Zapier schedules or GHL webhooks. You can run daily, hourly, or event-based syncs. Consider rate limits and batch sizes to avoid throttling.
API limits and pricing depend on your GHL account and Zapier plan. Check both providers’ docs for current quotas. If you expect high throughput, consider upgrading or using batching and caching strategies.
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Complete Operations Catalog - 126 Actions & Triggers
