Integrate OnePageCRM with Ontraport

Send information between OnePageCRM and Ontraport automatically, without writing any code, using Zoho Flow.

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Create a new contact in Ontraport whenever a new contact is created in OnePageCRM

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will generate a new contact in Ontraport each time a new contact is created in OnePageCRM.

How it works
  1. The flow triggers when a new contact is created in OnePageCRM.
  2. Zoho Flow creates a new contact. Updates the details in case the contact already exists. in Ontraport.
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Create a new contact in Ontraport whenever a new contact is created in OnePageCRM

OnePageCRM + Ontraport

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Supported triggers and actions

Integrate OnePageCRM and Ontraport using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New action

Triggers when a new action is created

New pending deal

Triggers when there is a new pending deal

New contact

Triggers when a new contact is created

Deal won

Triggers when a deal is won

Contact added

Triggers when a new contact is added

Tag added

Triggers when the selected tag is added to a contact

Tag removed

Triggers when the selected tag is removed for a contact

Entry submitted

Triggers when a contact submits an entry in the selected form

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note for the specified contact

Fetch contact

Fetches the details of an existing contact

Create or update contact

Creates a new contact. Updates the details in case the contact already exists.

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

What is Ontraport?

Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place.

Marketing Automation

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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