Start by creating a GHL API key with the appropriate scopes such as socialplanner/tag.readonly to allow Sortd for Gmail to read tag data and manage tags inside Gmail.
Complete the OAuth flow to grant Sortd for Gmail access to your GHL account so it can read and sync user data.
GET /social-media-posting/:locationId/tags; POST /social-media-posting/:locationId/tags/details; socialplanner/statistics.readonly; POST /social-media-posting/statistics
Trigger on tag changes in GHL to update Sortd Gmail labels in real time.
Create or update Gmail labels and apply to Sortd contact records to keep tagging in sync.
GET /social-media-posting/:locationId/tags
locationId, tagId, tagName, gmailLabelId
Trigger on new social stats events in GHL to push updates to Sortd for Gmail analytics.
Aggregate readouts and push metrics to Sortd analytics endpoints.
POST /social-media-posting/statistics
locationId, postId, metrics
Trigger on user profile updates in GHL to refresh Sortd Gmail contact data.
Update Sortd Gmail contact fields, attach new tags, and create follow up tasks.
POST /social-media-posting/:locationId/tags/details
userId, locationId, tagDetails
Automate key workflows without writing code
Keep data consistent across GHL and Sortd
Scale your automations as your team grows
Core concepts and processes you should understand when integrating GHL with Sortd for Gmail
A set of rules that allows apps to talk to each other and perform actions like read or write data
The standard protocol used for granting access securely without sharing passwords
A way for an app to send real time data to another app when a specific event happens
A unique identifier for a location in GHL used to scope data requests
Set up a workflow that updates Gmail labels when GHL tags change
Aggregate metrics from GHL and visualize in Sortd for Gmail dashboards
Create Sortd tasks when key customer events occur in GHL
Obtain a GHL API key and OAuth credentials for Sortd for Gmail
Assign socialplanner/tag.readonly or equivalent scopes
Run tests and enable live syncing
The GHL Users API is a programmable interface that lets Sortd for Gmail interact with your GHL data. It enables reading user tags and other metadata to power automation. Use approved scopes to control access and keep data secure. The integration supports syncing tags, labels, and related user data to keep your Gmail workflows aligned with GHL.
Zapier is one option to connect apps, but you can also connect directly via the GHL API using standard OAuth flows. If you choose Zapier, you can leverage prebuilt triggers and actions. If you connect directly, you control the call cadence and data mapping.
Real time synchronization is possible with webhooks and polling where supported. You can configure triggers to push updates to Sortd for Gmail as soon as a change occurs in GHL. For high‑volume environments, consider batching to avoid rate limits.
You typically need scopes that allow reading tags and related data, such as socialplanner/tag.readonly. Additional scopes may be required for write operations. Always follow the principle of least privilege.
Test connections by initiating a dry run in a staging environment. Verify that tag data, labels, and statistics flow to Sortd for Gmail as expected. Review error logs and adjust mappings before going live.
If data mismatches occur, check the source and destination mappings, time zones, and any field normalization rules. Re-sync the affected records and implement a retry policy to recover from transient failures.
API docs are available in your GHL developer portal. Look for the Users API section and reference endpoints such as tag operations and statistics. Documentation will provide endpoint paths, required parameters, and example requests.
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Complete Operations Catalog - 126 Actions & Triggers
