Add new tags in Ontraport to create projects from template in Basecamp 3
Whenever a new tag is added in Ontraport, this workflow kicks off a new project from a template in Basecamp 3. This process ensures every new identifier in your CRM creates a corresponding project in your project management tool. Significant time savings, better project organization, and immediate action upon tag addition have never been easier.
Whenever a new tag is added in Ontraport, this workflow kicks off a new project from a template in Basecamp 3. This process ensures every new identifier in your CRM creates a corresponding project in your project management tool. Significant time savings, better project organization, and immediate action upon tag addition have never been easier.
- When this happens...Tag Added
Triggers when a tag is successfully added to a contact or a custom object.
- automatically do this!Create Project From Template
Creates a new project using a template.
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New Contact
Triggers when a new contact is added to Ontraport.
Try ItProduct IdRequired
Try ItProduct IdRequired
Try ItEmail
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