Use secure credentials via OAuth 2.0 or API keys with restricted scopes. Keep credentials private and rotate them regularly.
Configure the Rankr App to securely store and use the provided API credentials when making requests to the Contacts API.
Key endpoints you may use include: 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, posts/put/delete operations like 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, and POST /contacts/:contactId/tags. Ensure the appropriate permission (e.g., contacts.write) is granted for write operations.
Trigger: New or updated contact in GHL triggers a sync to Rankr App; related tasks are pulled and created or updated accordingly.
Actions: Fetch contact with GET /contacts/:contactId, pull tasks with GET /contacts/:contactId/tasks, and push updates with PUT /contacts/:contactId or POST /contacts/ as needed.
Method paths include GET /contacts/:contactId, GET /contacts/:contactId/tasks, and PUT /contacts/:contactId to update records.
Key fields: contactId, email, name, taskId, id
Trigger: A new or updated lead/contact is identified; enrich data from the API and log activities in Rankr App.
Actions: Use GET /contacts/:contactId, GET /contacts/:contactId/notes, and POST /contacts/:contactId/tasks to attach follow-ups, then sync enriched fields back to Rankr App.
Method paths include GET /contacts/:contactId, GET /contacts/:contactId/notes, POST /contacts/:contactId/tasks.
Key fields: contactId, noteId, taskId, businessId
Trigger: Tags are added or updated on a contact; propagate changes to Rankr App and adjust segments.
Actions: Update contact data with PUT /contacts/:contactId and apply tags with POST /contacts/:contactId/tags.
Method paths: PUT /contacts/:contactId, POST /contacts/:contactId/tags.
Key fields: contactId, tagId, tag names
Set up powerful automations quickly without writing code, using the Contacts API as the data backbone.
Automate data flows between GHL and Rankr App to keep records clean and up to date.
Gain deeper insights with unified contact, task, and note data across systems.
This glossary defines core data elements and processes used when connecting the GHL Contacts API with Rankr App, including contacts, tasks, notes, tags, and common endpoints.
A person entry in GHL’s Contacts database containing basic information and linked activities.
A contextual comment or history entry attached to a contact to capture details over time.
An action item assigned to a contact with a due date or status to drive follow-up.
A label used to categorize or segment a contact for filtering and automation.
Automatically create a contact in Rankr App when a new contact is created in GHL, preserving key fields and tags.
Tag contacts in GHL based on activity, and mirror those tags in Rankr App for precise segmentation.
Segment contacts by lifecycle stage and trigger targeted campaigns in Rankr App using endpoint data.
Create API keys or OAuth credentials in GHL, then securely store them in Rankr App.
Map fields, set up required endpoints, and test calls with sample data to verify results.
Run end-to-end tests, monitor logs, and deploy automations to production with alerts for failures.
No heavy coding is required for basic connections. Use the built-in actions and webhooks available in Rankr App to connect to the Contacts API and start syncing essential fields. For more advanced automations, you can customize the requests and map data between systems.
Supported authentication methods include OAuth 2.0 and API keys with restricted scopes. Store credentials securely in Rankr App and rotate them periodically. If you use OAuth, ensure token refresh handling is implemented.
To sync contacts efficiently, use GET /contacts/:contactId for retrieval, POST /contacts/ to create, PUT /contacts/:contactId to update, and DELETE /contacts/:contactId as needed. For related data, pull tasks with GET /contacts/:contactId/tasks and notes with GET /contacts/:contactId/notes.
Yes. You can fetch a contact’s tasks and notes using GET /contacts/:contactId/tasks and GET /contacts/:contactId/notes. You can also pull appointments with GET /contacts/:contactId/appointments if needed.
Use POST /contacts/ with the contact payload containing essential fields such as name and email. Ensure required fields meet your data model. After creation, you can update details via PUT /contacts/:contactId.
You can update specific fields with PUT /contacts/:contactId. Partial updates are supported; send only the fields you want to change. For bulk updates, loop through a batch of requests as needed.
If authentication fails, verify credentials and scopes. Check rate limits in your API dashboard and implement retry logic with backoff. Review error responses to adjust request parameters or data formats.
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