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.

Companies API

The Companies API lets you manage company (account) records in your CRM. Create individual companies, upsert by domain for deduplication, bulk import up to 100 at a time, and associate contacts with their organizations.

Endpoints

GET

/api/v1/companiesList companies

POST

/api/v1/companiesCreate a company

GET

/api/v1/companies/{id}Get company by ID

PUT

/api/v1/companies/{id}Update a company

DELETE

/api/v1/companies/{id}Delete a company

PUT

/api/v1/companies/upsertCreate or update by domain

POST

/api/v1/companies/bulkBulk create (max 100)

List endpoints support ?limit, ?offset, ?updatedSince, and ?fields query parameters. See the API Overview for details.

Create Company Request

Request body for POST /api/v1/companies and PUT /api/v1/companies/upsert.

CreateCompanyRequest

Property	Type	Required	Description
`name`	string	✓	Company name
`domain`	string?	—	Website domain (used for upsert matching)
`industry`	string?	—	Industry sector
`description`	string?	—	Company description
`employeeCount`	int?	—	Number of employees
`annualRevenue`	decimal?	—	Annual revenue
`phone`	string?	—	Phone number
`website`	string?	—	Website URL
`linkedInUrl`	string?	—	LinkedIn page
`address`	string?	—	Street address
`city`	string?	—	City
`state`	string?	—	State
`country`	string?	—	Country
`postalCode`	string?	—	Postal code
`tags`	List<string>	—	Tags
`notes`	string?	—	Notes
`ownerId`	Guid?	—	Owner

Company Response

Returned by all GET, POST, and PUT endpoints.

CompanyResponse

Property	Type	Required	Description
`id`	Guid	✓	Unique identifier
`tenantId`	Guid	✓	Tenant identifier
`name`	string	✓	Company name
`domain`	string?	—	Website domain
`industry`	string?	—	Industry sector
`description`	string?	—	Company description
`employeeCount`	int?	—	Number of employees
`annualRevenue`	decimal?	—	Annual revenue
`phone`	string?	—	Phone number
`website`	string?	—	Website URL
`linkedInUrl`	string?	—	LinkedIn page
`address`	string?	—	Street address
`city`	string?	—	City
`state`	string?	—	State
`country`	string?	—	Country
`postalCode`	string?	—	Postal code
`tags`	List<string>	—	Tags
`notes`	string?	—	Notes
`ownerId`	Guid?	—	Owner
`createdAt`	DateTime	✓	Creation timestamp
`updatedAt`	DateTime	✓	Last update timestamp

Code Examples

List Companies

curl "https://your-tenant.rallycrm.io/api/v1/companies?limit=25" \
  -H "X-Api-Key: rk_live_your_api_key_here"

Create a Company

curl -X POST "https://your-tenant.rallycrm.io/api/v1/companies" \
  -H "X-Api-Key: rk_live_your_api_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Acme Corporation",
    "domain": "acme.com",
    "industry": "Technology",
    "employeeCount": 250,
    "annualRevenue": 45000000,
    "website": "https://acme.com",
    "city": "San Francisco",
    "state": "CA",
    "country": "US"
  }'

Upsert by Domain

Creates a new company or updates an existing one matched by the domain field. The response includes an action field indicating whether the record was created or updated.

curl -X PUT "https://your-tenant.rallycrm.io/api/v1/companies/upsert" \
  -H "X-Api-Key: rk_live_your_api_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Acme Corporation",
    "domain": "acme.com",
    "industry": "Technology",
    "employeeCount": 300
  }'

Example Responses

List Companies

[
  {
    "id": "b5c7e1a2-3d4f-5678-9abc-def012345678",
    "tenantId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
    "name": "Acme Corporation",
    "domain": "acme.com",
    "industry": "Technology",
    "description": "Enterprise software solutions provider",
    "employeeCount": 250,
    "annualRevenue": 45000000,
    "phone": "+1-555-0100",
    "website": "https://acme.com",
    "linkedInUrl": "https://linkedin.com/company/acme",
    "address": "100 Market Street",
    "city": "San Francisco",
    "state": "CA",
    "country": "US",
    "postalCode": "94105",
    "tags": [
      "enterprise",
      "technology"
    ],
    "notes": null,
    "ownerId": "e4d909c2-90d0-4b2b-88c5-8e9a0fa1e4b1",
    "createdAt": "2025-02-01T10:00:00Z",
    "updatedAt": "2025-06-12T08:45:00Z"
  }
]

Upsert Response

{
  "action": "updated",
  "id": "b5c7e1a2-3d4f-5678-9abc-def012345678"
}

Bulk Create Response

{
  "created": 2,
  "updated": 0,
  "failed": 1,
  "createdIds": [
    "b5c7e1a2-3d4f-5678-9abc-def012345678",
    "c6d8f2b3-4e5a-6789-bcde-f01234567890"
  ],
  "errors": [
    {
      "index": 2,
      "error": "Company name is required"
    }
  ]
}

Companies API

Endpoints

Create Company Request

CreateCompanyRequest

Company Response

CompanyResponse

Code Examples

List Companies

Create a Company

Upsert by Domain

Example Responses

List Companies

Upsert Response

Bulk Create Response

Next Steps

Contacts API →

Deals API →

Activities API →

API Overview →

Rally Support