Access to the Tasks API is secured with OAuth 2.0 tokens and API keys. Create and store credentials in a secure vault, assign the minimum required scopes (locations/tasks.readonly for reading tasks), and rotate credentials regularly.
Connect ZoomInfo to GHL using OAuth 2.0 and API keys. Grant the required scopes for task retrieval and updates and securely store the client secret.
– POST /locations/:locationId/tasks/search: Retrieve and tailor ZoomInfo tasks for a GHL location to sync with the Tasks API. The primary read operation for this workflow. – GET /locations/:locationId/tasks/{taskId}: Fetch a specific task for validation and mapping during sync. – PUT /locations/:locationId/tasks/{taskId}: Update a GHL task when changes occur in ZoomInfo. Note: The full endpoint set may vary by plan and use case.
Trigger: When a new task is added in ZoomInfo, a corresponding task is created in GHL.
Actions: Map ZoomInfo fields (title, dueDate, priority) to a new GHL task and assign it to the correct location. Use the Tasks API to create the task and link the ZoomInfo task ID for traceability.
POST /locations/:locationId/tasks/search
locationId, ZoomInfoTaskId, title, dueDate, status, assignee
Trigger: GHL task status updates trigger a corresponding update in ZoomInfo.
Actions: Push changes from GHL to ZoomInfo using the ZoomInfo API and maintain ID mappings for parity.
PUT /locations/:locationId/tasks/{taskId}
locationId, taskId, ZoomInfoTaskId, status
Trigger: Daily scheduled synchronization runs to pull latest ZoomInfo tasks into GHL.
Actions: Query ZoomInfo for updated tasks and create or update GHL tasks accordingly; handle pagination and deduplication.
POST /locations/:locationId/tasks/bulk
locationId, ZoomInfoTaskIds, status, lastUpdated
Zero-code automation to transfer data and actions between ZoomInfo and GHL without writing code.
Faster workflows, improved data accuracy, and reduced manual admin.
Easily maintain and modify integrations with visual builders and presets.
Key elements and processes include authentication, endpoint calls, data mapping, error handling, and logging to ensure reliable operation.
A set of rules that enables software applications to communicate and exchange data.
A unit of work assigned within a workflow, tracked in a system like GHL.
Authorization framework allowing apps to access resources securely on behalf of a user.
A callback URL used by apps to notify events in real time.
Automatically route ZoomInfo tasks to the correct GHL location based on metadata.
Append ZoomInfo fields to GHL tasks for richer context and faster decisions.
Use AI to categorize and assign tasks in GHL based on ZoomInfo data patterns.
Create and store a secure API key for the Tasks API in GHL and connect ZoomInfo using OAuth credentials.
Map ZoomInfo fields to GHL task fields (title, due date, status, locationId) and define default values.
Run a test sync, verify results, and enable automation with monitoring.
The Tasks API is a scalable endpoint that lets you create, read, update, and manage location-based tasks from within GHL. When integrated with ZoomInfo, you can automatically bring ZoomInfo task data into GHL and trigger workflows based on task changes. This makes it easier to coordinate follow-ups and keep teams aligned across platforms. This integration emphasizes reliability and clear data mapping so you can trust the automated tasks you see in GHL.
No heavy coding is required. The setup relies on standard authentication methods (OAuth 2.0, API keys) and simple field mapping in a visual workflow builder. You can configure triggers and actions using guides and templates to deploy quickly. If you need advanced logic, you can still extend with minimal scripting or by using a middleware tool as needed.
The core endpoints used are centered on reading and syncing tasks for a specific location: the main endpoint shown is POST /locations/:locationId/tasks/search. Additional endpoints for fetching, updating, and bulk operations can be added as your use case grows. Your mapping strategy should align with your data model and the required fields in GHL tasks.
Authentication uses OAuth 2.0 tokens and API keys with scoped access. Tokens should be stored securely, rotated regularly, and restricted to the minimum required permissions. We also recommend using secure vaults and monitoring for unusual activity. Because data is synced between two platforms, ensure HTTPS is enforced and log access attempts for audit purposes.
Yes. You control which ZoomInfo fields map to which GHL task fields, as well as defaults for new tasks. You can customize status values, due dates, and location mappings to fit your process. Changes can be deployed via your visual builder and refreshed on a schedule.
Duplicates are minimized by using stable IDs (ZoomInfoTaskId and GHL taskId) and by maintaining a mapping table. When a discrepancy is detected, the system can merge updates rather than create duplicates, and you can review conflicts in a dashboard.
For help, consult the official documentation, reach out to Rankr support, or contact your GHL and ZoomInfo account teams. We also provide templates and best practices to speed setup and troubleshooting.
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Complete Operations Catalog - 126 Actions & Triggers
