Integrate Salesflare with Ontraport
Send information between Salesflare and Ontraport automatically, without writing any code, using Zoho Flow.
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Create a new contact is in Ontraport each time a new contact is created in Salesflare
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in Ontraport each time a new contact is created in Salesflare.
How it works
- The flow triggers when a new contact is created in Salesflare.
- Zoho Flow creates a new contact. Updates the details in case the contact already exists. in Ontraport.
Create a new contact is in Ontraport each time a new contact is created in Salesflare
Salesflare + Ontraport
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Supported triggers and actions
Integrate Salesflare and Ontraport using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New account
Triggers when a new account is created
New task
Triggers when a new task is created
New opportunity
Triggers when a new opportunity is created
Tag removed
Triggers when the selected tag is removed for a contact
Contact added
Triggers when a new contact is added
Entry submitted
Triggers when a contact submits an entry in the selected form
Tag added
Triggers when the selected tag is added to a contact
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Add contact to account
Adds an existing contact to the selected account
Create call
Creates a new call
Create account
Creates a new account
Add user to account
Adds an existing user to the selected account
Create contact
Creates a new contact
Create meeting
Creates a new meeting
Create task
Creates a new task
Fetch person
Fetches a person by ID, name, or email
Fetch opportunity
Fetches an opportunity by ID, name, or account
Fetch contact
Fetches a contact by ID, name, email, phone, account, or tags
Fetch pipeline stage
Fetches a pipeline stage by stage ID, stage name, or pipeline name
Fetch user
Fetches a user by ID, name, or email
Fetch account
Fetches an account by ID, name, domain, or tags
Create or update contact
Creates a new contact. Updates the details in case the contact already exists.
What is Salesflare?
Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.
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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.
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Logic
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Custom functions
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Owain ap Rees
Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
