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Close + Ontraport

Create tasks in Close for new contacts in Ontraport

Effortlessly stay on top of your new contacts in Ontraport by creating tasks in Close with this streamlined workflow. When a new contact is added in Ontraport, a task will be created in Close, ensuring you never miss a beat with your client management. Save time and improve efficiency by connecting your Ontraport and Close apps today.

Effortlessly stay on top of your new contacts in Ontraport by creating tasks in Close with this streamlined workflow. When a new contact is added in Ontraport, a task will be created in Close, ensuring you never miss a beat with your client management. Save time and improve efficiency by connecting your Ontraport and Close apps today.

  1. When this happens...
    OntraportOntraport
    New Contact

    Triggers when a new contact is added to Ontraport.

    TriggerPolling
  2. automatically do this!
    CloseClose
    Create Task

    Creates a new Task.

    ActionWrite
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Supported triggers and actions

    • Product IdRequired

    Trigger
    Instant
    Try It
    • Product IdRequired

    Trigger
    Instant
    Try It
    • Email

    • Last Name

    • First Name

    • Address

    • City

    • State

    • Zip Code

    • Address Line 2

    • Country

    • Office Phone

    • SMS Number

    • Birthday

    • Title

    • Fax

    • Website

    • Company

    • First Campaign

    • First Content

    • First Lead Source

    • First Medium

    • First Term

    • Last Campaign

    • Last Content

    • Last Lead Source

    • Last Medium

    • Last Term

    • Facebook

    • Instagram

    • Twitter

    • Linkedin

    • Profile Image

    • Sequence

    • Tag

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • Object TypeRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • Object TypeRequired

    Trigger
    Instant
    Try It
    • Api Docs Info

    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

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