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.

Contacts API

The Contacts API lets you manage your contact database programmatically. Create individual contacts, bulk import up to 100 at a time, upsert by email address, and query with flexible filtering and pagination.

Endpoints

GET

/api/v1/contactsList contacts

POST

/api/v1/contactsCreate a contact

GET

/api/v1/contacts/{id}Get contact by ID

PUT

/api/v1/contacts/{id}Update a contact

DELETE

/api/v1/contacts/{id}Delete a contact

PUT

/api/v1/contacts/upsertCreate or update by email

POST

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

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

Create Contact Request

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

CreateContactRequest

Property	Type	Required	Description
`firstName`	string	✓	Contact's first name
`lastName`	string	✓	Contact's last name
`email`	string	✓	Email address (used as unique identifier for upsert)
`phone`	string?	—	Phone number
`mobile`	string?	—	Mobile number
`title`	string?	—	Job title
`department`	string?	—	Department
`linkedInUrl`	string?	—	LinkedIn profile URL
`twitterHandle`	string?	—	Twitter handle
`address`	string?	—	Street address
`city`	string?	—	City
`state`	string?	—	State/Province
`country`	string?	—	Country
`postalCode`	string?	—	Postal/ZIP code
`companyId`	Guid?	—	Associated company ID
`lifecycleStage`	string	—	Lead lifecycle stage (default: "lead")
`leadSource`	string?	—	How the lead was acquired
`leadScore`	int?	—	Lead score (0-100)
`tags`	string?	—	Comma-separated tags
`notes`	string?	—	Free-text notes
`ownerId`	Guid?	—	Assigned owner user ID

Contact Response

Returned by all GET, POST, and PUT endpoints.

ContactResponse

Property	Type	Required	Description
`id`	Guid	✓	Unique identifier
`tenantId`	Guid	✓	Tenant identifier
`firstName`	string	✓	First name
`lastName`	string	✓	Last name
`fullName`	string	✓	Computed full name
`email`	string	✓	Email address
`phone`	string?	—	Phone
`mobile`	string?	—	Mobile
`title`	string?	—	Job title
`department`	string?	—	Department
`companyId`	Guid?	—	Associated company
`lifecycleStage`	string	✓	Current stage
`leadSource`	string?	—	Lead source
`leadScore`	int?	—	Lead score
`tags`	string?	—	Tags
`isUnsubscribed`	bool	✓	Email opt-out status
`lastContactedAt`	DateTime?	—	Last contact date
`ownerId`	Guid?	—	Owner
`createdAt`	DateTime	✓	Creation timestamp
`updatedAt`	DateTime	✓	Last update timestamp

Code Examples

List Contacts

curl "https://your-tenant.rallycrm.io/api/v1/contacts?limit=50&offset=0" \
  -H "X-Api-Key: rk_live_your_api_key_here"

Create a Contact

curl -X POST "https://your-tenant.rallycrm.io/api/v1/contacts" \
  -H "X-Api-Key: rk_live_your_api_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "firstName": "Sarah",
    "lastName": "Chen",
    "email": "sarah.chen@example.com",
    "phone": "+1-555-0142",
    "title": "VP of Engineering",
    "companyId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
    "lifecycleStage": "lead",
    "leadSource": "website"
  }'

Upsert by Email

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

curl -X PUT "https://your-tenant.rallycrm.io/api/v1/contacts/upsert" \
  -H "X-Api-Key: rk_live_your_api_key_here" \
  -H "Content-Type: application/json" \
  -d '{
    "firstName": "Sarah",
    "lastName": "Chen",
    "email": "sarah.chen@example.com",
    "title": "CTO",
    "lifecycleStage": "opportunity"
  }'

Example Responses

List Contacts

[
  {
    "id": "d290f1ee-6c54-4b01-90e6-d701748f0851",
    "tenantId": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
    "firstName": "Sarah",
    "lastName": "Chen",
    "fullName": "Sarah Chen",
    "email": "sarah.chen@example.com",
    "phone": "+1-555-0142",
    "mobile": null,
    "title": "VP of Engineering",
    "department": "Engineering",
    "companyId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
    "lifecycleStage": "opportunity",
    "leadSource": "website",
    "leadScore": 82,
    "tags": "enterprise,tech",
    "isUnsubscribed": false,
    "lastContactedAt": "2025-06-10T14:30:00Z",
    "ownerId": "e4d909c2-90d0-4b2b-88c5-8e9a0fa1e4b1",
    "createdAt": "2025-01-15T09:00:00Z",
    "updatedAt": "2025-06-10T14:30:00Z"
  }
]

Upsert Response

{
  "action": "created",
  "id": "d290f1ee-6c54-4b01-90e6-d701748f0851"
}

Bulk Create Response

{
  "created": 3,
  "updated": 0,
  "failed": 0,
  "createdIds": [
    "d290f1ee-6c54-4b01-90e6-d701748f0851",
    "f47ac10b-58cc-4372-a567-0e02b2c3d479",
    "7c9e6679-7425-40de-944b-e07fc1f90ae7"
  ],
  "errors": []
}

Contacts API

Endpoints

Create Contact Request

CreateContactRequest

Contact Response

ContactResponse

Code Examples

List Contacts

Create a Contact

Upsert by Email

Example Responses

List Contacts

Upsert Response

Bulk Create Response

Next Steps

Companies API →

Deals API →

Activities API →

API Overview →

Rally Support