Obtain an access token with the scope contacts.readonly and securely store it for API calls. Use OAuth2 or API keys as supported, and refresh tokens before they expire.
Configure a connected app in Rankr and grant permissions to access the Contacts API. Include the Authorization header (Authorization: Bearer
GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id; GET /contacts/:contactId/appointments; GET /contacts/; GET /contacts/business/:businessId; POST /contacts/; PUT /contacts/:contactId; DELETE /contacts/:contactId; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId; POST /contacts/:contactId/tags
Trigger: when a contact is updated in GHL, fetch the latest data into Rankr.
Actions: pull contact details, sync tasks and notes, and update Rankr records accordingly.
Method/Path: GET /contacts/:contactId
Key fields: contactId, name, email, phone
Trigger: creation or update of a task in GHL triggers updates in Rankr.
Actions: map tasks to Rankr tasks, reflect status and due dates, and propagate changes.
Method/Path: GET /contacts/:contactId/tasks and PUT /contacts/:contactId/tasks/:taskId
Key fields: taskId, status, dueDate, title
Trigger: new notes or note updates in GHL.
Actions: pull notes and attach to corresponding Rankr contact records.
Method/Path: GET /contacts/:contactId/notes and GET /contacts/:contactId/notes/:id
Key fields: noteId, content, createdAt
Centralize contact data in Rankr without manual data entry, reducing duplicate records.
Enable real-time synchronization of tasks, notes, and appointments across platforms.
Speed onboarding and improve segmentation for campaigns with unified contact data.
This glossary covers common terms you’ll encounter when connecting the Contacts API to Rankr, including endpoints, tokens, scopes, and data mapping.
A specific URL path and HTTP method exposed by the API to perform an action or retrieve data.
A secure token used to authorize API requests on behalf of a user or app.
A permission boundary that controls what data and actions an API token can access.
A callback mechanism that notifies Rankr when data changes in the GHL system.
Automatically surface updates from contact changes to Rankr dashboards and workflows.
Create and sync tasks in Rankr when changes occur in GHL tasks.
Attach Notes to contacts in Rankr to build context for agents.
Register Rankr in your GHL account and obtain client credentials (client_id, client_secret) and a redirect URI.
Complete the OAuth flow, request the contacts.readonly scope, and test API calls to endpoints.
Define field mappings (name, email, phone, tasks, notes) and set up automation in Rankr.
No-code options are supported through Rankr automations and pre-built templates, allowing you to connect and use the Contacts API without writing code. For long-term flexibility, you can also call the API directly from Rankr workflows or custom apps. This option is ideal for power users who need advanced data shaping.
The integration exposes endpoints for reading and writing core contact data, including reading contacts, tasks, notes, and appointments, as well as creating and updating records. You can also manage tags and business associations. Always respect the configured scope (e.g., readonly) when designing flows.
Tokens expire on a defined schedule and must be refreshed using your OAuth provider or API key rotation. Store tokens securely and implement refresh logic in Rankr to prevent dropped connections. Monitor token scopes to avoid over-permissioning.
Yes. You can filter by businessId, contactId, and other supported attributes to narrow the data you fetch or update. Use query parameters where the API supports them and reflect these filters in your Rankr mappings.
Yes. The endpoints include contacts, tasks, notes, and appointments, enabling comprehensive data coverage for most CRM workflows. Use the mapping rules to ensure data appears in the right fields in Rankr.
A consistent mapping strategy reduces errors. Map standard fields (name, email, phone) and ensure you have clear rules for custom fields. Maintain a source-of-truth approach where Rankr is the single place for transformed data.
The integration uses secure tokens, encrypted transmission, and follows best practices for credential storage. Access is controlled by scopes and permissions, and you should rotate credentials regularly.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers