This integration is available in early release, and may not be available for all accounts yet. If you'd like it faster, reach out to support to get it enabled for your account or use this link to join the preview group.
Connect Rally with 7,000+ apps to automate your buyer enablement workflows.
Overview
Rally's Zapier integration lets you automate workflows between Rally and your favorite tools. Create Zaps that trigger actions in Rally based on events in other apps, or use Rally data to power your entire GTM stack.
See an example walkthrough for adding Hubspot contacts automatically to related deal rooms (w/ Slack notifications).
Getting started
What you need
An active Rally account
A Zapier account (free or paid)
Authentication
Rally uses secure OAuth2 authentication:
When creating your first Zap, click "Sign in to Rally"
You'll be redirected to Rally's login page
Authorize Zapier to access your Rally organization
You'll be redirected back to Zapier to complete setup
Once authenticated, all subsequent Zaps use the same connection automatically.
Available actions
Triggers
Pull data from Rally to start your automated workflows. Triggers check for new data every 5-15 minutes.
Get users
Retrieves users in your Rally organization.
Use cases:
Assign people to customer accounts
Notify relevant people in Slack or Teams
Get spaces
Retrieves spaces (deal rooms) in your organization.
Use cases:
Sync active deal rooms to your CRM pipeline stages
Trigger welcome sequences when new deal rooms are created
Track buyer engagement
Get space participants
Retrieves participants for a specific space.
Use cases:
Sync deal team assignments to your CRM for accurate pipeline ownership
Notify sales engineers when they're added to technical evaluation spaces
Get stories
Retrieves stories (content blocks) accessible to the authenticated user.
Use cases:
Archive high-performing demos to your sales enablement library
Track which content types drive the most engagement
Automatically tag and organize content in your knowledge base
Searches
Find specific Rally data to use in your workflows.
Universal search
Search across Rally content with optional filtering.
Search across:
Spaces (deal rooms)
Stories (videos, demos)
Customer Accounts
Note: Media has its own dedicated search action (see "Find media" below).
Use cases:
Locate deal rooms based on industry or use case
Search for specific accounts to enrich with CRM data
Find collections to understand content organization
Find account
Find a specific customer account in Rally by name.
Use cases:
Verify account exists before auto-creating personalized spaces
Look up account details when processing webhook from other systems
Find account ID to use in subsequent "Update account context" actions
Find space
Find a specific space (deal room) in Rally.
Use cases:
Look up deal room engagement before sales calls to understand buyer interest
Find the correct deal room before adding new personalized content
Verify space exists before triggering automated onboarding sequences
Find story
Find a specific story (content block) in Rally.
Use cases:
Locate your most-viewed product walkthrough to clone for new prospects
Find content by topic for repurposing
Retrieve video transcripts and metadata for SEO optimization
Find media
Find media assets (videos, images, files) in your Rally library.
Use cases:
Pull media URLs to use in other systems (CMS, email platforms, social media)
Find specific screen recordings or demos by name to add to new spaces
Locate customer testimonial videos for case study creation
List account context
Retrieve the context entry associated with a customer account.
Use cases:
Sync account insights to your CRM for reps to review before calls
Pull account preferences and pain points to personalize outreach sequences
Extract buyer committee information to update stakeholder mapping tools
List space context
Retrieve the context entry associated with a specific space.
Use cases:
Pull deal room insights for weekly pipeline reviews
Sync mutual action plan progress to your CRM opportunity fields
Extract technical requirements and evaluation criteria for solution engineering
Creates
Automate data entry and updates in Rally.
Create account
Creates a new customer account in Rally.
Required fields:
Account name
Organization ID (provided automatically)
Use cases:
Auto-create Rally accounts when qualified leads convert to opportunities in your CRM
Sync new enterprise customers from your billing system to provision spaces
Create accounts from high-intent demo requests to enable personalized outreach
Create space
Creates a new space (deal room) in Rally.
Required fields:
Space name
Optional fields:
Description
Audience name
Primary color
Accent color
Workflow state
Use cases:
Auto-create personalized deal rooms when opportunities reach "Discovery" stage
Generate customer onboarding spaces immediately after contract signature
Set up buyer enablement hubs from technical evaluation requests
Add participant to space
Adds an internal user to a space as a participant.
Required fields:
Space ID
User ID
Use cases:
Auto-assign AEs and SEs to deal rooms based on territory or product line
Add customer success managers to onboarding spaces at contract signature
Route technical specialists to evaluation spaces based on buyer requirements
Add story to space
Adds an existing story (content block) to a space.
Required fields:
Space ID
Story ID (from existing Rally stories)
Optional fields:
Block name
Block description
Position
Use cases:
Auto-populate new deal rooms with personalized video intros and product walkthroughs
Add industry-specific demo videos based on prospect firmographics
Insert onboarding content when customers sign contracts
Update account context
Creates or updates the context entry for a customer account.
Required fields:
Account ID
Context content (text)
How it works:
If context exists, it will be updated
If no context exists, it will be created
Context is stored as memory for Rally's intelligence
Use cases:
Sync CRM notes to Rally so the agent can generate personalized summaries
Update account context with discovery call insights to inform content recommendations
Store technical requirements and pain points to guide demo personalization
Feed buyer committee information to Rally for stakeholder-specific content
Update space context
Creates or updates the context entry for a specific space.
Required fields:
Space ID
Context content (text)
How it works:
If context exists, it will be updated
If no context exists, it will be created
Context is stored as memory for Rally's intelligence
Use cases:
Sync mutual action plan milestones to guide content suggestions
Store evaluation criteria and decision timelines for deal room intelligence
Update space context with meeting summaries to train Rally on buyer engagement
Feed technical objections and requirements to Rally for automated FAQ generation
Search or creates
Intelligent actions that find existing records or create new ones.
Find or create account
Searches for a customer account; creates one if it doesn't exist.
Use cases:
Ensure customer accounts exist before provisioning deal rooms
Sync CRM opportunities without creating duplicate Rally accounts
Smart account provisioning from inbound demo requests and trial signups
Find or create space
Searches for a space; creates one if it doesn't exist.
Use cases:
Prevent duplicate deal rooms when syncing from multiple CRM workflows
Intelligently provision deal rooms at key opportunity stages
Ensure dedicated spaces exist before auto-adding personalized content
Rally's Zapier integration is best for setup and enrichment workflows — creating accounts, provisioning spaces, adding context from other tools. For complex updates, deletions, or bidirectional sync, you'll need Rally's API or manual actions.
Workflow examples
Deal room creation from CRM
Trigger: New opportunity created in Salesforce/HubSpot
Actions:
Find or create account in Rally
Create space (deal room) in Rally with opportunity name
Add Account Executive and Sales Engineer as participants
Add existing intro video and product demo stories to the space
Update space context with opportunity details and timeline
Send Slack notification to sales team with deal room link
Why it works: Every new opportunity gets a Rally space automatically. Your champion has a place to explore, get answers, and loop in stakeholders—without waiting for you to set it up.
Account enrichment from call recordings
Trigger: Call recording completed in Gong/Chorus (Gong/Chorus trigger)
Actions:
Find or create account in Rally
Update account context with call transcript summary and key pain points
Update related space context (if space exists) with next steps from call
Send Slack notification to AE that Rally context has been updated
Why it works: Rally's context stays current with every call. When champions ask questions, Rally has the latest information to generate relevant answers.
Automated onboarding from closed-won
Trigger: Opportunity stage changes to "Closed Won" in CRM (Salesforce/HubSpot trigger)
Actions:
Find or create account in Rally
Create onboarding space with customer name
Add CSM and implementation specialist as participants
Add existing welcome video, product walkthrough, and training stories
Update space context with contract details and success milestones
Send customer email with personalized onboarding space link
Why it works: Customers get their onboarding hub the day they sign. Your CSM shows up with everything organized—training, resources, next steps—already in place.
Content organization from media library
Trigger: Check Rally for new stories every day (Schedule by Zapier trigger)
Actions:
Get stories from Rally (new stories in last 24 hours)
For each new story, add metadata to Airtable content library
Tag stories by category based on name/description
Send weekly digest to marketing team with new content
Update Google Sheets dashboard with content inventory
Why it works: Your content library stays organized automatically. Marketing knows what's available, sales knows what's new, everyone stays aligned on what content exists.
Tips and best practices
Use "Find or create" actions
Prevent duplicate accounts and deal rooms by using "Find or create" actions instead of direct creates when possible.
Chain searches with creates
Always use a "Find" or "Find or create" action before adding participants or stories. Make sure the target space or account exists first.
Add context for AI agents
Use account context and space context actions to maintain rich information that powers Rally's intelligence. Rally generates better answers when it knows more about your buyers—their pain points, technical requirements, decision criteria, and timeline.
Automate content distribution
Set up workflows to automatically add your best-performing stories to new deal rooms based on industry, use case, or deal stage. Use Rally's "Find story" action to locate the right content, then "Add story to space" to place it.
Use filters in Zapier
Rally triggers return all results. Use Zapier's built-in filters to only process items that meet your criteria (like spaces in a specific workflow state, or accounts with certain names).
For Zapier-specific help, visit Zapier's Help Center