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eWay-CRM + Ontraport Integrations

How to connect eWay-CRM + Ontraport

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Supported triggers and actions

What does this mean?
  • eWay-CRM triggers, actions, and search
    Save a Company
    Creates a new company or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Contact
    Creates a new contact or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Deal
    Creates a new deal or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Journal
    Creates a new journal or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Project
    Creates a new project or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Save a Task
    Creates a new task or edits an existing one.
    Action
    Write
  • eWay-CRM triggers, actions, and search
    Find a Company
    Returns a specified company.
    Action
    Search
  • eWay-CRM triggers, actions, and search
    Find a Contact
    Returns a specified contact.
    Action
    Search
  • eWay-CRM

    Returns a specified deal.

    Scheduled

    Action

  • eWay-CRM

    Returns a specified journal.

    Scheduled

    Action

  • eWay-CRM

    Returns a specified project.

    Scheduled

    Action

  • eWay-CRM

    Returns a specified task.

    Scheduled

    Action

  • eWay-CRM

    Get a drop-down menu value.

    Scheduled

    Action

  • Ontraport

    Triggers when a new contact is added to Ontraport.

    Scheduled

    Trigger

  • Ontraport

    Triggers when a contact successfully fills out an Ontraport or ONTRAPages Form.

    Instant

    Trigger

  • Ontraport

    Triggers when a tag is successfully added to a contact or a custom object.

    Instant

    Trigger

  • Ontraport

    Triggers when a tag is successfully removed from a contact or custom object.

    Instant

    Trigger

  • Ontraport

    Creates or updates a contact in Ontraport.

    Scheduled

    Action

How eWay-CRM + Ontraport Integrations Work

  1. Step 1: Authenticate eWay-CRM + Ontraport.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About eWay-CRM

eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.

Related categories

  • CRM (Customer Relationship Management)
ontraport logo
ontraport logo
ontraport logo

About Ontraport

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

Related categories

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