Use the GHL authentication method your organization uses (API key or OAuth). Ensure the scope includes read permissions for contacts and related resources like tasks and notes.
In Rankr, create API credentials and authorize them to access your GHL Contacts data. Store tokens securely and rotate them regularly.
Endpoints covered in this guide: – 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: A contact is created or updated in Rankr.
Actions: Create or update the corresponding contact in GHL using PUT /contacts/:contactId; refresh related data like tasks and notes as needed.
PUT /contacts/:contactId
contactId, email, firstName, lastName, phone
Trigger: A new task is created for a contact in Rankr.
Actions: Create task in GHL via POST /contacts/:contactId/tasks; retrieve notes via GET /contacts/:contactId/notes as needed.
POST /contacts/:contactId/tasks
taskId, contactId, title, dueDate, status
Trigger: A contact and its related data (tasks, notes) change state.
Actions: Update contact (PUT /contacts/:contactId), update tasks (PUT /contacts/:contactId/tasks/:taskId), and sync notes as needed.
PUT /contacts/:contactId
contactId, taskId, noteId, fields
Faster deployment without custom code—get your data flowing in days, not weeks.
Centralized automation reduces manual data entry and errors across systems.
Scalable workflows that grow with your business, from simple syncs to complex multi-step automations.
Core elements include endpoints, triggers, actions, and data mapping. Understanding these helps you design robust, maintenance-friendly automations.
Application Programming Interface: a defined set of rules that enables different software systems to communicate.
A specific URL path exposed by an API to access a resource or perform an action.
An event that starts an automation workflow in the integration.
A task the integration performs in response to a trigger (e.g., create or update a record).
Automatically log time entries or tasks in Rankr when a contact in GHL is updated or a new task is created.
Pull tasks, notes, meetings, and activities into a single contact view in Rankr.
Suggest tasks for your team based on recent interactions, upcoming appointments, or overdue items.
In GHL, generate a private access token with the contacts.readonly scope and securely store it in Rankr.
Map Rankr fields to GHL contact fields (e.g., Email, First Name, Last Name, Phone) to ensure data parity.
Run end-to-end tests, verify data syncs, and enable live automation in Rankr.
The recommended approach is to use a secure API key or OAuth token to authenticate requests from Rankr to GHL. Start by creating credentials in GHL with the appropriate scopes (such as contacts.readonly) and store them securely in Rankr. Use token rotation and secure storage practices to protect credentials. Next, configure Rankr to pass the token in the Authorization header for each API call and test access to sample endpoints like GET /contacts/:contactId to confirm connectivity.
For a timesheet workflow, you’ll typically use endpoints that read contact data and fetch related resources like tasks and notes (GET /contacts/:contactId, GET /contacts/:contactId/tasks, GET /contacts/:contactId/notes). To create or update data from Rankr into GHL, include endpoints like POST /contacts/ and PUT /contacts/:contactId. Use these in combination with triggers to maintain up-to-date timesheet records. Design your flow to handle pagination and idempotent operations to avoid duplicates.
No heavy coding is required with this no-code approach. Use the connector configuration to map fields and set up triggers and actions. For more advanced scenarios, lightweight scripting or a middleware layer can handle complex transformations while still avoiding a custom integration from scratch.
Data mapping is done by aligning Rankr fields with GHL fields. Common mappings include: email -> email, name -> firstName/lastName, phone -> phone. Consider using a mapping table to handle nulls and normalization. Regularly review mappings as your data model evolves.
Implement retries with exponential backoff and log failures for visibility. The GHL API may enforce rate limits; your automation should handle 429 responses by retrying after the suggested window. Ensure idempotency for create/update calls to prevent duplicate records.
Yes. Use a sandbox or test mode if available, and perform end-to-end tests with a limited dataset before going live. Validate all endpoints and field mappings, and monitor for sync delays.
API rate limits vary by plan. Check your GHL developer documentation for current limits and implement retry strategies. If you anticipate higher traffic, contact support to discuss options or request elevated quotas.
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Complete Operations Catalog - 126 Actions & Triggers
