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 Instead of spending your time manually pasting in customer data—or giving up and letting your contact list get as outdated as a flip phone—consider letting your CRM update itself.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