eWay-CRM + Ontraport Integrations
How to connect eWay-CRM + Ontraport
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Name
Department
Business Phone
Mobile Phone
Fax
Email
Email Opt Out
Website
EIN / ID
VAT Number
Street (Billing)
City (Billing)
ZIP / Postal Code (Billing)
State (Billing)
Country (Billing)
Street (Physical)
City (Physical)
ZIP / Postal Code (Physical)
State (Physical)
Country (Physical)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Referral Source
Industry
Customer
Vendor
Competitor
Bank Account No.
Gross Sales
Employees
Type
Note
GUID
Keep blank for insert, use the row id to update an item.
Name
Company (Relation)
Primary option: Use when you need to link the deal with an existing company.
Company (Text)
Secondary option: Just in case you only want to keep the company name as text. We will not link the deal with the organization.
Contact Person (Relation)
Primary option: Use when you need to link the deal with an existing contact.
Contact Person (Text)
Secondary option: Just in case you only want to keep the contact as text. We will not link the deal with the contact person.
Date Received
Email
Email Opt Out
Phone
Street
City
ZIP / Postal Code
State
Country
Estimated Revenue
Currency
Probability
Enter as a decimal number. For example 0.2 for 20%.
Estimated Close Date
Referral Source
Marketing Campaign
Type
Note
GUID
Keep blank for insert, use the row id to update an item.
Name
Company
Contact Person
Project Manager
Start Date
Estimated End Date
End Date
Estimated Revenue
Actual Revenue
Currency
Estimated Hours
Actual Hours
Estimated People Costs
Actual People Costs
Estimated Other Costs
Actual Other Costs
Referral Source
Invoice Date
Payment Terms
Date Payment Received
Payment Type
Quantity
Price Per Unit
Type
Note
GUID
Keep blank for insert, use the row id to update an item.
GUID
Name
Department
Business Phone
Mobile Phone
Fax
Email
Email Opt Out
Website
EIN / ID
VAT Number
Street (Billing)
City (Billing)
ZIP / Postal Code (Billing)
State (Billing)
Country (Billing)
Street (Physical)
City (Physical)
ZIP / Postal Code (Physical)
State (Physical)
Country (Physical)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
Priority
Referral Source
Industry
Customer
Vendor
Competitor
Bank Account No.
Gross Sales
Employees
Type
Note
Title
For example Miss, Mr, Dr, etc.
First Name
Middle Name
Last Name
Suffix
For example MBA, MLA, MSc., etc.
Job Title
For example CEO, President, Marketing Manager, etc.
Company (Relation)
Primary option: Use when you need to link the contact with an existing company.
Company (Text)
Secondary option: Just in case you only want to keep the company name as text. We will not link the contact with the organization.
Department
For example Sales, Marketing, Finance, IT, etc.
Email 1
Email 2
Email 3
Email Opt Out
Mobile Phone
Business Phone
Business Phone 2
Home Phone
Other Phone
Fax
Website
Street (Business)
City (Business)
ZIP / Postal Code (Business)
State (Business)
Country (Business)
Street (Home)
City (Home)
ZIP / Postal Code (Home)
State (Home)
Country (Home)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Type
Note
GUID
Keep blank for insert, use the row id to update an item.
Subject
Company
Contact Person
Project
Deals
Marketing Campaign
Owner
Start Time
End Time
Priority
System
Usually used to log systems events. Such journals are read-only and hidden by default.
GDPR Relevant
Used to mark an activity as GDPR relevant. For example, a customer request to delete their personal data.
Phone
Used when tracking phone calls. You can fill in the caller's phone number.
Type
Note
GUID
Keep blank for insert, use the row id to update an item.
SubjectRequired
Company
Contact Person
Project
When setting up this field, make sure Deal and Marketing are empty.
Deal
When setting up this field, make sure Project and Marketing are empty.
Marketing
When setting up this field, make sure Project and Deal are empty.
DelegatorRequired
SolverRequired
Start Date
Due Date
Reminder
When setting up this field, make sure the Reminder Set is set to True.
Reminder Set
Completed Date
When setting up a value in this field, make sure the field Completed (%) will be set to 1.0 (which means 100%), Completed will be set to True, and Reminder Set is set to False.
Completed
When setting up a value in this field, make sure the field Completed (%) will be set to 1.0 (which means 100%), the Completed Date will contain a value, and Reminder Set is set to False.
Completed (%)
When setting up a value in this field, make sure the field Completed will be set to True, the Completed Date will contain a value, and Reminder Set is set to False.
Priority
Total Work
Actual Work
Type
Note
GUID
Keep blank for insert, use the row id to update an item.
GUID
Title
First Name
Middle Name
Last Name
Suffix
Job Title
Company (Relation)
Department
Email 1
Email 2
Email 3
Email Opt Out
Mobile Phone
Business Phone
Business Phone 2
Home Phone
Other Phone
Fax
Website
Street (Business)
City (Business)
ZIP / Postal Code (Business)
State (Business)
Country (Business)
Street (Home)
City (Home)
ZIP / Postal Code (Home)
State (Home)
Country (Home)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Type
Note
How eWay-CRM + Ontraport Integrations Work
- Step 1: Authenticate eWay-CRM and Ontraport.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About eWay-CRM
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