CRM and Sales tools
Ontraport
16 min
ontraport is a business automation platform for managing crm, marketing, and e commerce integrating ontraport with make com enables users to automate contact management, trigger marketing campaigns, and sync sales data across their business tools this is ai generated content based on official ontraport documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www ontraport com/ directly requirements to use the ontraport app in make, you must have an active ontraport account and obtain an api key and app id from your administration settings, https //www ontraport com/ for subscription, refer to the https //www ontraport com/ connect ontraport and {{product name}} to get started, you must first create a connection between ontraport and {{product name}} , allowing the two services to communicate obtain your api key in your ontraport account create the connection in make obtain your api key in your ontraport account before you create the connection in {{product name}} , you should first obtain your api key in your ontraport account to obtain your api key click the profile icon in the top navigation bar click administration click integrations click ontraport api instructions and key manager click new api key if prompted, fill out and submit the api application form and wait for approval after approval, click ontraport api instructions and key manager name your api key and client id , set the contact owner, and click save copy the api key displayed on screen copy the client id displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //ontraport com/support/integrations/obtain ontraport api key and app id create the connection in {{product name}} https //www make com/en/register , add the ontraport module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your ontraport account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page ontraport modules after connecting to the ontraport app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add an object to a sequence or campaign adds specific objects to designated sequences or marketing campaigns create a message creates and sends a new message to a specified recipient create a rule creates a new rule within your selected application to automate specific actions or workflows create an object creates a new object of a specified type within your selected application delete an object deletes a specified object from your account or database get an object retrieves a specific object and its details from the connected service list objects with tag retrieves all items that are associated with a specific tag make an api call executes a custom api request using your authorized account remove an object from sequence or campaign removes selected objects from specified sequences or campaigns search objects retrieves all records of a specified object type from your account tag objects adds specified tags to selected objects within your account untag objects removes specified tags from selected objects within your account update a message updates the content of an existing message update a rule modifies the settings or parameters of an existing rule update an object updates the details of a specified object in your account watch events triggers when new objects are created, objects are tagged or untagged, or when forms are submitted templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} ontraport resources you can have access to more resources related to this app on the following links https //community make com/search?q=ontraport https //www ontraport com/ https //api ontraport com/doc/ https //www make com/en/integrations/ontraport