Obtain credentials with the proper scope (contacts.readonly) and configure OAuth or API key access to securely connect Rankr to your GHL data.
Rankr authenticates to GHL using OAuth 2.0, with client credentials and token rotation to maintain secure access.
Key endpoints include: GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments, POST /contacts/, PUT /contacts/:contactId, DELETE /contacts/:contactId, and related sub-endpoints for tasks, notes, and tags. Use these to read and manage Redtail CRM data via Rankr.
Trigger: a contact is created or updated in GHL and Rankr immediately receives the change for syncing.
Actions: create or update the corresponding contact in Rankr and propagate relevant updates to tasks and notes.
Methods: use POST /contacts/ to create and PUT /contacts/:contactId to update.
Key fields: id, name, email, phone, status, externalId
Trigger: a task is created or updated in GHL; Rankr mirrors the change automatically.
Actions: create or update tasks in Rankr and associate them with the correct contact.
Paths: POST /contacts/:contactId/tasks, PUT /contacts/:contactId/tasks/:taskId, PUT /contacts/:contactId/tasks/:taskId/completed
Key fields: taskId, title, dueDate, status, contactId
Trigger: notes and appointments created or updated for a contact in GHL are reflected in Rankr.
Actions: attach notes and link appointments to the corresponding contact in Rankr; update timelines.
Paths: GET /contacts/:contactId/notes, GET /contacts/:contactId/appointments
Key fields: noteId, appointmentId, contactId, content, date
Benefit: quick, code-free setup that gets you syncing in minutes.
Benefit: streamlined automations across contacts, tasks, notes, and appointments.
Benefit: scalable collaboration with team roles and centralized data.
A concise glossary of core elements and processes used in this integration.
Application Programming Interface: a set of rules and protocols that allow software components to communicate.
OAuth 2.0: an authorization framework that enables secure, token-based access without sharing passwords.
Scopes define the specific data and actions your app is allowed to access via the API.
Endpoint: a specific URL in the API that executes a defined operation.
Automatically pull additional profile data into Rankr when a contact is updated in GHL, enriching CRM records.
Create contextual task templates in Rankr based on lifecycle stages to drive consistent follow-ups.
Consolidate notes, tasks, and appointments into a single activity timeline in Rankr for each contact.
Register the app, request the contacts.readonly scope, and establish a secure connection to GHL.
Map GHL contact fields to Rankr fields (name, email, phone) and set up the endpoint paths for reads and writes.
Turn on automatic syncing, review error logs, and adjust mappings as needed.
You can access core contact fields such as name, email, phone, and custom fields exposed by the API. Read-only scope restricts changes to existing data unless you have write permissions configured. You can pull related data like tasks, notes, and appointments when supported by your plan. For best results, map fields carefully to Rankr’s schema and test with a sample contact.
No coding is required thanks to the no-code connectors in Rankr. You can authenticate, map fields, and set up automations using guided wizards. If you need advanced logic, you can still extend with lightweight scripts or webhooks.
Essential endpoints include GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes, and GET /contacts/:contactId/appointments to read data. For updates, use PUT /contacts/:contactId and POST /contacts/:contactId/tasks or PUT /contacts/:contactId/tasks/:taskId. This covers most Redtail CRM syncing needs.
Authenticate via OAuth 2.0, generate client credentials, and request the correct scopes (such as contacts.readonly). Rotate tokens regularly and securely store credentials. If you experience failures, re-authenticate to refresh tokens.
Yes. You can sync contacts, tasks, notes, and appointments where supported. Use bi-directional sync rules and conflict resolution to keep data consistent across systems.
If you need to revoke access, revoke the OAuth token and remove the app’s authorization from both systems. Update configurations and re-authenticate if you plan to reconnect later.
Integration activity can be monitored via Rankr’s task logs and the GHL API audit trails. Set up alerts for failures and review recent events to troubleshoot.
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