Rally CRM is a modern customer relationship management platform designed for small and medium businesses. It offers native Google and Outlook integration, powerful workflow automation, email marketing, and AI-powered features at an affordable price starting at $15/user/month.

How does Rally CRM compare to HubSpot?

Rally CRM offers similar core features to HubSpot at 60-80% lower cost. While HubSpot is feature-rich, Rally focuses on essential CRM functionality with a simpler UX, making it ideal for SMBs who don't need enterprise-level complexity.

Does Rally CRM integrate with Gmail and Outlook?

Yes, Rally CRM has native integration with both Gmail and Outlook. This includes email sync, calendar sync, and contact management. Your emails are automatically logged to the relevant contacts and deals.

Is there a free trial?

Yes, Rally CRM offers a 14-day free trial with full access to all features. No credit card is required to start your trial.

API Overview

The Rally CRM REST API lets you programmatically manage contacts, companies, deals, activities, and more. Use it to build custom integrations, sync data with external systems, or automate your workflows.

Base URL

All API requests are made to your tenant-specific subdomain:

https://your-tenant.rallycrm.io/api/v1

Replace your-tenant with your organization's subdomain.

Authentication

Rally supports two authentication methods. Use the one that fits your integration:

API Key (Recommended)

Best for server-to-server integrations, ETL pipelines, and third-party tools. Generate keys from Settings → API Keys.

X-Api-Key: rk_live_xxxxxxxxxxxxxxxx

JWT Bearer Token

Best for browser-based apps and user-context operations. Obtain a token via the login endpoint.

Authorization: Bearer eyJhbGci...

API Key Example

curl https://your-tenant.rallycrm.io/api/v1/contacts \
  -H "X-Api-Key: rk_live_your_api_key_here" \
  -H "Content-Type: application/json"

Security Note

API keys carry full access to your tenant data. Never expose them in client-side code or public repositories. Rotate keys periodically and use the minimum required scope.

API Key Scopes

Scope	Permissions
`read`	View contacts, companies, deals, activities, pipelines
`write`	All read permissions + create, update, delete records
`admin`	All write permissions + manage API keys, webhooks, settings

API Versioning

The API supports versioning through URL segments. The current version is v1. Unversioned paths are also supported for backward compatibility.

✓/api/v1/contacts(versioned — recommended)

✓/api/contacts(unversioned — defaults to v1)

Rate Limiting

API requests are limited to 1,000 requests per minute per tenant. Rate limit information is included in every response via headers:

Header	Description
`X-RateLimit-Limit`	Maximum requests per window (e.g., 1000)
`X-RateLimit-Remaining`	Requests remaining in the current window
`X-RateLimit-Reset`	Unix timestamp when the window resets

When you exceed the limit, the API returns 429 Too Many Requests. Back off and retry after the reset time.

Pagination

All list endpoints support offset-based pagination with two query parameters:

Parameter	Default	Description
`limit`	`100`	Maximum records to return (max 100)
`offset`	`0`	Number of records to skip

# Get the second page of 50 contacts
curl "https://your-tenant.rallycrm.io/api/v1/contacts?limit=50&offset=50" \
  -H "X-Api-Key: rk_live_your_api_key_here"

Field Filtering

Reduce payload size by requesting only the fields you need. Add a fields query parameter with a comma-separated list of property names:

# Only return id, email, and firstName
curl "https://your-tenant.rallycrm.io/api/v1/contacts?fields=id,email,firstName" \
  -H "X-Api-Key: rk_live_your_api_key_here"

Works on all GET endpoints — both list and single-record responses.

Incremental Sync

For ETL and integration workflows, use the updatedSince parameter on any list endpoint to fetch only records modified after a given timestamp:

# Get contacts updated since Jan 15, 2025
curl "https://your-tenant.rallycrm.io/api/v1/contacts?updatedSince=2025-01-15T00:00:00Z" \
  -H "X-Api-Key: rk_live_your_api_key_here"

For a complete change log including deletes, see the Sync & Changes API.

Error Handling

The API uses standard HTTP status codes. Error responses include a JSON body with details:

Code	Meaning
`200`	Success
`201`	Created
`400`	Bad Request — invalid input or missing required fields
`401`	Unauthorized — missing or invalid API key / JWT
`403`	Forbidden — insufficient scope for this operation
`404`	Not Found — resource does not exist
`429`	Too Many Requests — rate limit exceeded
`500`	Internal Server Error — something went wrong on our end