Sync your customers from your CRM
Connect the CRM your customers already live in. New and updated customers with a phone number sync into Contacts automatically.
Connect the tool your customers already live in, and they sync into your Contacts automatically, so your AI knows who's calling.
Before you begin
Only customers with a phone number on file sync in. RankLadder matches callers by phone number, so a customer record with no phone never comes across.
Supported providers
Under Connections, in Customer sync, you'll find: Jobber, Square, Clover, Shopify, Keap, HubSpot, QuickBooks Online, Lodgify, Pipedrive, and Zoho CRM.
Steps
Most providers connect the same way:
- Open Settings → Workspace → Connections.
- Find your provider under Customer sync.
- Select Connect.
- Log in and approve access.
A few providers are different:
- Shopify: enter your store's domain (
yourstore.myshopify.com) before continuing. - Lodgify: paste your API key, found in Lodgify under Settings, then Public API.
- Pipedrive: paste your personal API token, found in Pipedrive under Personal preferences, then API.
- HubSpot: RankLadder is not yet listed in the HubSpot Marketplace, so HubSpot may show an "unverified app" notice. Review the requested permissions before continuing.
What happens next
New and updated customers sync in automatically. RankLadder never overwrites edits you've made in a contact's RankLadder record. Select View contacts on a connected card to see what's synced.