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Getting Started

Getting Started

What Is Syncly for GoHighLevel? System Requirements Installation Guide Quick Start: Setup Wizard Plugin Dashboard Overview Free vs Pro: Feature Comparison White-Label Domain Setup WordPress Multisite Setup

Connection & Authentication

Connecting via OAuth2 API Scope Detection Multi-Location and Agency Setup Disconnecting and Reconnecting Security Best Practices Connection Troubleshooting

Field Mapping

How Field Mapping Works Setting Up Field Mapping Sync Direction: To GHL, From GHL, Both Ways Computed and Virtual Fields Extended Field Mapping (Pro) AI-Assisted Field Suggestions (Pro)

User Sync & Tag Management

Tag Impact: Preview What a Tag Will Do Before You Apply It Tag Rules: See Every Tag Automation in One Place How User Sync Works Configuring User Sync Settings Bulk User Sync Login Tracking Ping-Pong Prevention Role-Based Tagging System Global Tags (Pro) Sync Preview and Dry Run (Pro) User Profile GHL Section

Content Restrictions

How Tag-Based Restrictions Work Page and Post Metabox Setup [syncly_restrict] Shortcode Gutenberg Restricted Content Block Elementor Widget Conditions (Pro) Archive and REST API Protection (Pro) Admin Bypass and Override Rules (Pro)

Forms & Shortcodes

Gravity Forms — Conditional Sync & Automation Embedding Syncly Forms: Overview [syncly_form] Shortcode [syncly_user_meta] Shortcode Syncly Form Gutenberg Block Syncly Form Elementor Widget Per-Form Submission Limits (Pro) Form Autofill and Logged-In-Only Mode Contact Form 7 Integration

Webhooks & Bulk Import

Setting Up Inbound Webhooks Webhook Event Types Bulk Import from GoHighLevel Webhook Troubleshooting Ping-Pong Prevention and Guards

Gohighlevel WooCommerce Integration

WooCommerce Auto-Book Calendar Appointments (Pro) WooCommerce Purchase Workflow Enrollment (Pro) WooCommerce Memberships: Grant Plans Automatically from a GHL Tag (Pro) WooCommerce Subscriptions: Grant Access Automatically from a GHL Tag (Pro) WooCommerce Integration Overview Per-Product GHL Tags (Pro) Abandoned Cart Tracking (Pro) Lead-to-Customer Conversion (Pro) WooCommerce Extended Field Mapping (Pro)

LearnDash Integration

LearnDash Integration Overview (Pro) Course Enrollment and Completion Tags (Pro) Tag-Based Auto-Enrollment (Pro) Quiz Score-Based Threshold Tagging (Pro) Lesson and Topic Completion Tags (Pro) Syncing Course Progress to GHL (Pro) LearnDash Group Sync (Pro) LearnDash Extended Field Mapping (Pro)

BuddyBoss Integration

BuddyBoss Group Sync to GHL Custom Objects BuddyBoss Group Admin Metabox Bulk Group Sync BuddyBoss XProfile Field Mapping (Pro) Family BuddyBoss Groups (Pro)

Pro Features

Gravity Forms — Conditional Sync & Automation Custom Objects: Overview (Pro) Mapping Post Types to GHL Custom Objects (Pro) Custom Object Contact Associations (Pro) Family Relationships: Overview (Pro) Managing Family Members and Invitations (Pro) Family Tag Inheritance (Pro) Conditional Navigation Menus (Pro) [syncly_family_manager] Shortcode (Pro) Analytics Dashboard (Pro) Public REST API Endpoints (Pro)

Sync Engine & Troubleshooting

How the Sync Queue Works Sync Logs and Reading Them Enhanced Sync Logs (Pro) Rate Limits and API Quotas Auto-Login Links Email Notifications Setup Advanced Settings (Cache, Batch Size, Retention) Common Issues and Solutions Frequently Asked Questions Uninstalling the Plugin

Getting Started

Quick Start: Setup Wizard

< 1 min read Updated Aug 23, 2026

Overview

The Setup Wizard launches automatically on first activation. It gets you connected in under five minutes. If you dismissed it, go to Syncly > Dashboard and look for the setup prompt.

Step 1: Welcome

Setup wizard welcome screen

The welcome screen. Click Get Started.

Click Get Started to proceed.

Step 2: Connect to GoHighLevel

Setup wizard connect step

Step 2: connect your GHL account via OAuth2.

Click Connect with GoHighLevel. You will be redirected to GoHighLevel to authorize the app. Once approved, you return to WordPress with the connection established. See Connecting via OAuth2 for details.

Step 3: Enable integrations

Setup wizard integrations step

Toggle on integrations relevant to your site.

Toggle on whichever integrations apply: WooCommerce, LearnDash, BuddyBoss, Contact Form 7, Elementor. You can change these any time from Syncly > Settings.

After the wizard

Recommended next steps:

  1. Set up Field Mapping.
  2. Configure User Sync Settings.
  3. Set up Role-Based Tags if needed.
Tip: Nothing in the wizard is permanent. Every setting can be changed from the GHL CRM menu at any time.
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