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3 min read

6 ways to automate Ontraport with Zapier

By Hannah Herman · November 1, 2024
A hero image of the Ontraport app logo connected to other app logos on a light blue background.

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 Instead of spending your time manually pasting in customer data—or giving up and letting your contact list get as outdated as a flip phone—consider letting your CRM update itself.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

  • Turn form submissions into Ontraport contacts

  • Connect Ontraport to your spreadsheet tool

  • Add leads from digital and email marketing sources

  • Stay on top of new purchases

  • Customize your Ontraport workflows with webhooks

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

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

Create Ontraport contacts from new invitees in Calendly
  • Calendly logo
  • Ontraport logo
Calendly + Ontraport

Create or update Ontraport contacts for new appointments in Acuity Scheduling

Create or update Ontraport contacts for new appointments in Acuity Scheduling
  • Acuity Scheduling logo
  • Ontraport logo
Acuity Scheduling + Ontraport

Add new Eventbrite attendees to Ontraport as contacts

Add new Eventbrite attendees to Ontraport as contacts
  • Eventbrite logo
  • Ontraport logo
Eventbrite + Ontraport

Create or update contacts in Ontraport from new bookings scheduled in OnceHub

Create or update contacts in Ontraport from new bookings scheduled in OnceHub
  • OnceHub logo
  • Ontraport logo
OnceHub + Ontraport

Turn new Zoom registrants into Ontraport contacts

Turn new Zoom registrants into Ontraport contacts
  • Zoom logo
  • Ontraport logo
Zoom + 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

Create Ontraport contacts for new Typeform entries
  • Typeform logo
  • Ontraport logo
Typeform + Ontraport

Create or update Ontraport contacts from new Webflow form submissions

Create or update Ontraport contacts from new Webflow form submissions
  • Webflow logo
  • Ontraport logo
Webflow + Ontraport

Create or update Ontraport contacts for new submissions on Gravity Forms

Create or update Ontraport contacts for new submissions on Gravity Forms
  • Gravity Forms logo
  • Ontraport logo
Gravity Forms + Ontraport

Create Ontraport contacts for new entries on Wufoo

Create Ontraport contacts for new entries on Wufoo
  • Wufoo logo
  • Ontraport logo
Wufoo + Ontraport

Create Ontraport contacts from new Squarespace form submissions

Create Ontraport contacts from new Squarespace form submissions
  • Squarespace logo
  • Ontraport logo
Squarespace + Ontraport

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

Add tags in Ontraport to create Google Sheets rows
  • Ontraport logo
  • Google Sheets logo
Ontraport + Google Sheets

Create Google Sheets spreadsheet rows for new Ontraport form submissions

Create Google Sheets spreadsheet rows for new Ontraport form submissions
  • Ontraport logo
  • Google Sheets logo
Ontraport + Google Sheets

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

Create Ontraport contacts for new Google Sheets rows
  • Google Sheets logo
  • Ontraport logo
Google Sheets + Ontraport

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

Create or update Ontraport contacts from new responses to Facebook Lead Ads
  • Facebook Lead Ads logo
  • Ontraport logo
Facebook Lead Ads + Ontraport

Create Ontraport contacts from new ClickFunnels contact activities

Create Ontraport contacts from new ClickFunnels contact activities
  • ClickFunnels Classic logo
  • Ontraport logo
ClickFunnels Classic + Ontraport

Add Ontraport contacts from email parsed by Zapier

Add Ontraport contacts from email parsed by Zapier
  • Email Parser by Zapier logo
  • Ontraport logo
Email Parser by Zapier + Ontraport

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

Create or update Ontraport contacts with new successful purchases in ClickFunnels
  • ClickFunnels Classic logo
  • Ontraport logo
ClickFunnels Classic + Ontraport

Create Ontraport contacts for new Kajabi purchases

Create Ontraport contacts for new Kajabi purchases
  • Kajabi logo
  • Ontraport logo
Kajabi + Ontraport

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

Grant access Kajabi offers with new Ontraport tags
  • Ontraport logo
  • Kajabi logo
Ontraport + Kajabi

Enroll users on Thinkific when they are tagged in Ontraport

Enroll users on Thinkific when they are tagged in Ontraport
  • Ontraport logo
  • Thinkific logo
Ontraport + 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

Create Ontraport contacts for new payloads caught by a webhook URL
  • Webhooks by Zapier logo
  • Ontraport logo
Webhooks by Zapier + Ontraport

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?

Related reading:

  • Email marketing automation ideas

  • How to automate your CRM

  • Popular ways to automate your sales processes

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'