Ontraport + PitBullTax Software

Create and update PitBullTax Software clients / prospects from new Ontraport contacts

Effortlessly manage your contacts and client information between Ontraport and PitBullTax Software with this seamless workflow. When a new contact is added to Ontraport, their information will be instantly updated or added as a new client/prospect in PitBullTax Software. Stay organized and efficient while ensuring your client database is always up-to-date.

Effortlessly manage your contacts and client information between Ontraport and PitBullTax Software with this seamless workflow. When a new contact is added to Ontraport, their information will be instantly updated or added as a new client/prospect in PitBullTax Software. Stay organized and efficient while ensuring your client database is always up-to-date.

  1. When this happens...
    OntraportOntraport
    New Contact

    Triggers when a new contact is added to Ontraport.

    TriggerPolling
  2. automatically do this!
    PitBullTax SoftwarePitBullTax Software
    New or Update Client / Prospect

    Creating a new client or updating an existing one

    ActionWrite
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Supported triggers and actions

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About Ontraport

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

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About PitBullTax Software

PitBullTax is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents and other tax professionals involved in IRS Tax Resolutions.

Related categories

  • CRM (Customer Relationship Management)