Almost every sales and marketing team relies on a customer relationship management (CRM) tool to organize and track their pipeline through the sales cycle. With its all-in-one platform of sales, marketing, and business process management tool, Ontraport is a popular choice.
But Ontraport likely isn't the only app you use, and keeping it in sync with those other tools can feel like an impossible challenge. Instead of spending your time manually pasting in customer data—or giving up and letting your contact list get as outdated as a flip phone—consider letting your CRM update itself.
With Zapier, you can create fully automated workflows (we call them Zaps) that do work across your apps—like creating new Ontraport contacts, backing up data in a spreadsheet, and more. Here's how.
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Table of contents
Create contacts from events and appointments
Whether you're running a tradeshow booth, scheduling individual sales demos, or providing appointment-based services, keeping your business contacts organized is crucial. As a CRM, Ontraport is great for organizing them—but you still have to get their info into Ontraport and keep it updated, which can be a real challenge.
Instead of manually typing in contact info or bulk importing it from a tool like your scheduling app, you can automate the process with Zapier. For example, you can use a Zap to automatically create (or update!) contacts in Ontraport based on event attendees, webinar registrations, or appointment bookings.
Create Ontraport contacts from new invitees in Calendly
Calendly + Ontraport
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As soon as an invitee is created in Calendly, this integration automatically creates or updates a contact for you in Ontraport. Save time and effort while still keeping your lead and contact data up to date!
Create or update Ontraport contacts for new appointments in Acuity Scheduling
Acuity Scheduling + Ontraport
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Stay responsive to new clients easily and efficiently with this integration. Once it’s active, this Zap automatically adds a new, or updates an existing, contact in Ontraport as soon as a new appointment registers in Acuity Scheduling.
Add new Eventbrite attendees to Ontraport as contacts
Eventbrite + Ontraport
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Hosting events is a great way to grow your contact list, but transferring over information from Eventbrite to Ontraport is tedious. Zapier can do it! Once set up, attendees who register for your Eventbrite event will be automatically added to Ontraport as new contacts. Your Ontraport contacts will be up-to-date, and you can focus on establishing and growing your relationships.
Create or update contacts in Ontraport from new bookings scheduled in OnceHub
OnceHub + Ontraport
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Tired of updating your contact details by hand? This integration will take care of that for you. Once active, it automatically generates (or updates) a contact in your Ontraport account for each new booking scheduled in OnceHub.
Turn new Zoom registrants into Ontraport contacts
Zoom + Ontraport
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Turn webinar participants into CRM leads without copying and pasting across platforms. When active, this integration adds new Zoom registrants as contacts on Ontraport. Now, you can easily turn leads generated through Zoom into contacts on Ontraport.
Turn form submissions into Ontraport contacts
Similarly, forms are a great way to collect specific information from customers—from their contact details to specific preferences. But human error can get in the way of correctly entering this info in Ontraport if you're relying on manual copying and pasting.
Thankfully, you can also use automation to streamline this process. Simply create a Zap that takes new form submissions and adds them to Ontraport as new—or updates existing—contacts.
Create Ontraport contacts for new Typeform entries
Typeform + Ontraport
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Typeform submissions can create or update ONTRAPORT Contacts. Zapier can match the email address provided in a Typeform form with an existing ONTRAPORT Contact, or create a new Contact with that email address. Zapier can update any Contact Record field with the Typeform data, add an ONTRAPORT Tag to the Contact Record, or subscribe the Contact to an ONTRAPORT Sequence for marketing automation.
Create or update Ontraport contacts from new Webflow form submissions
Webflow + Ontraport
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Effortlessly manage your Ontraport contacts with this seamless workflow. When a new form submission occurs in Webflow, this automation will create or update the corresponding contact in Ontraport. Save time and stay organized, knowing that every contact detail from your Webflow forms will be accurately captured in your CRM.
Create or update Ontraport contacts for new submissions on Gravity Forms
Gravity Forms + Ontraport
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Getting customer data for ONTRAPORT through Gravity Forms? Don't slow your workflows down by transferring it manually—use this Gravity Forms ONTRAPORT integration to do it for you instead. It will trigger for each new form submission on Gravity Forms once it's been set up, automatically using the information to create a new contact on ONTRAPORT.
Create Ontraport contacts for new entries on Wufoo
Wufoo + Ontraport
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Wufoo form submissions can create or update ONTRAPORT Contacts. Zapier matches the email address in the Wufoo submission to ONTRAPORT and creates a new Contact is one does not exist already. All ONTRAPORT Contact Record fields can be updated with information from the Wufoo form, and Zapier can add a Tag or subscribe the Contact to an ONTRAPORT Sequence for further automation within ONTRAPORT.
Create Ontraport contacts from new Squarespace form submissions
Squarespace + Ontraport
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If you want to automatically add your email leads to your CRM, this integration is for you. It adds every prospective customer who's filled out a form on your Squarespace website as a contact on Ontraport without you having to do a thing.
Connect Ontraport to your spreadsheet tool
Spreadsheets are great for organizing and analyzing a lot of information, as well as backing it up. But CRM data is always changing—so keeping your spreadsheets up to date can feel impossible.
Rather than updating spreadsheets manually, you can automate the process. With Zapier, you can create an automated workflow that adds data to a spreadsheet based on Ontraport activity—like whenever a tag is added to a contact.
Add tags in Ontraport to create Google Sheets rows
Ontraport + Google Sheets
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When you've got a long list of contacts or items to organize, and you don't know where to start, try this out. After setting up this integration, just add tags in Ontraport,and rows will be added in a Google Sheets spreadsheet. From there, you can organize and share the data.
Create Google Sheets spreadsheet rows for new Ontraport form submissions
Ontraport + Google Sheets
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So much incoming data from form submissions can have you in a tizzy on how to organize all that info! We have a solution for you. Set up this integration and new Ontraport form submissions will generate Google Sheets rows in a spreadsheet. All you need to do is sit back, and watch the new info fall into place on the spreadsheet.
Or, if you use spreadsheets to collect important customer information from other sources and teams, you can use automation to do the reverse. This Zap will add or update contacts in Ontraport whenever there's a new row in a particular spreadsheet.
Create Ontraport contacts for new Google Sheets rows
Google Sheets + Ontraport
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Don't waste your time adding an ever-growing list of contacts to your CRM manually. Zapier can take care of it with this integration. After set up, new Google Sheets rows will generate Ontraport contacts. Now when a contact is added to the spreadsheet, they will be added to your contact list as well.
Add leads from digital and email marketing sources
Online ads and email marketing are must-have channels for modern businesses. Done properly, they can generate a lot of leads—which you then need to move into Ontraport so you can track them through the sales cycle.
Instead of moving those leads by hand, try automation instead. Try one of these Zaps that add new leads to Ontraport whenever someone replies to a social media ad or sends you an email.
Create or update Ontraport contacts from new responses to Facebook Lead Ads
Facebook Lead Ads + Ontraport
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The more leads you bring into your CRM, the more opportunities you have for conversion and tracking. You can set up this integration to do all the work for you, too! It will fire off with each new lead that fills out your Facebook Lead Ad, passing their information to Ontraport and either create a new contact, or update one that already exists so you can keep up with everyone in real time.
Create Ontraport contacts from new ClickFunnels contact activities
ClickFunnels Classic + Ontraport
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Stop wasting time copying over contact details from one CRM to the next. Zapier will do it for you with this integration. Just set it up, and new ClickFunnels contact activities will generate matching Ontraport contacts. Never miss another contact again, or spend another minute copying and pasting contact details.
Add Ontraport contacts from email parsed by Zapier
Email Parser by Zapier + Ontraport
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Tired of copying and pasting contact information out of all those emails? Use Zapier's email parser to do it for you and completely automate contact creation. This automation will trigger for every new email parsed by Zapier, automatically adding a contact to Ontraport with all the details you need.
Stay on top of new purchases
When someone makes a purchase, you want to make sure you add their information to Ontraport so you can stay in touch and encourage them to make additional purchases in the future. If you run a high-volume eCommerce business, however, staying on top of every transaction manually is out of the question.
That's where automation can be a huge help. You can create an automated workflow that automatically adds new contacts to Ontraport—or updates existing ones—every time there's a new purchase.
Create or update Ontraport contacts with new successful purchases in ClickFunnels
ClickFunnels Classic + Ontraport
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Follow up marketing takes time to do well, but with this integration it will take less. Automatically create or update a contact in Ontraport as soon as a successful purchase is made in a funnel in ClickFunnel. Prep your messages without an added click to strike while the iron is hot!
Create Ontraport contacts for new Kajabi purchases
Kajabi + Ontraport
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We're glad your organization is getting a lot of purchases, and we want to help you save time afterwards with this integration. Just set it up and new Kajabi purchases will generate Ontraport contacts. Spend less time copying contact data and more time selling!
If you sell a digital product like an online course, you can also use a Zap to automate the process of granting access to any gated materials.
Grant access Kajabi offers with new Ontraport tags
Ontraport + Kajabi
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Tracking your sales prospects by hand can quickly dominate your workday. With this integration, you can skip a step. Automatically grant a new or existing Kajabi member access to an offer and its products whenever a tag is successfully added to an Ontraport contact or a custom object. Manage your sales leads without any added clicks or keystrokes.
Enroll users on Thinkific when they are tagged in Ontraport
Ontraport + Thinkific
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Now that your Thinkific course is up, you need to enroll students quickly and easily. This Ontraport - Thinkific integration can help. When active, it takes tagged contacts from Ontraport and enrolls them at Thinkific.
Customize your Ontraport workflows with webhooks
Your business and team are unique, so you might need more flexibility with how you automate Ontraport. But don't worry—you can still use Zapier, even if you need to create a totally custom workflow.
With webhooks, you can automate work in any app that has an API. For example, you can create a Zazp that automatically creates or updates an Ontraport contact whenever it catches a new webhook.
Create Ontraport contacts for new payloads caught by a webhook URL
Webhooks by Zapier + Ontraport
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Getting customer data for Ontraport from your webhook pipeline? In this Zap and we'll make sure it never stops coming in. Simply direct your webhook traffic to the custom URL defined during setup to have new contacts created in Ontraport for every new payload that comes in after that!
Supercharge your sales and marketing with Ontraport and Zapier
Ontraport is a powerful CRM, and you can make it even more powerful with automation. By connecting Ontraport to your other apps with Zapier, you can streamline your sales and marketing workflows—and make sure your CRM always has the latest information.
And this is just the start of what you can do with Ontraport and Zapier. What will you automate first?
