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When Form is submitted in Ontraport > Create contact in Ontraport > Create contact in Close > Create task in Close
When Form is submitted in Ontraport then Create contact in Ontraport, Create contact in Close and Create task in Close.
Ontraport + Close Integration
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Popular Ontraport + Close Workflows
When Form is submitted in Ontraport > Create contact in Ontraport > Create lead in Close > Create task in Close
When Form is submitted in Ontraport then Create contact in Ontraport, Create lead in Close and Create task in Close.
Create Ontraport contact for new Close contact
If you're using Close to manage your sales leads, it's important to also use Ontraport to manage your email marketing.
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Close, a corresponding contact will automatically be created in Ontraport.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Close, a corresponding contact will automatically be created in Ontraport.
This will keep all of your lead data in one place, making it easier to send out marketing emails.
When Form is submitted in Ontraport > Check any condition > Create opportunity in Close
Ontraport + Close Integration
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You can Add Conditions / More Apps in the next steps
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Contact is created in Ontraport -
Tag is added in Ontraport Instant
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Tag is removed in Ontraport Instant
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Form is submitted in Ontraport Instant
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Transaction is created in Ontraport
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Form is created in Ontraport
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Group is created in Ontraport
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Custom activity is created or updated in Close Instant -
Lead Status change is created in Close Instant
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Export is created in Close Instant
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Membership is activated in Close Instant
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Email Sequence Subscription created or updated in Close Instant
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Lead is created using search query in Close
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Lead is created in Close Instant
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Contact is created in Close Instant
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Contact is updated in Close Instant
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Opportunity status change is created in Close Instant
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Opportunity is created in Close Instant
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Email is created in Close Instant
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Call is updated in Close Instant
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Call is created in Close Instant
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Task is created in lead in Close Instant
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SMS is created in Close Instant
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Meeting is created in Close Instant
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Note is created in Close
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Create contact in Ontraport
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Update contact in Ontraport
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Search contact in Ontraport
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Get transaction by Id in Ontraport
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Search campaign in Ontraport
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Update lead in Close
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Search lead in Close
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Create lead in Close
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Update task in Close
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Create task in Close
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Search task in Close
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Search opportunity in Close
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Update opportunity in Close
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Create opportunity in Close
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Search contact in Close
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Create contact in Close
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Update contact in Close
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Create note in Close
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Update note in Close
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Search note in Close
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Create email in Close
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Search user in Close
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Create SMS in Close
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Create custom activity in Close
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Run activity overview report in Close
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Delete logged call in Close
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Create export in Close
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Run sent email report in Close
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Subscribe Contact to Email Sequence in Close
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Search custom activity in Close
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Add address to lead in Close
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Delete email in Close
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Merge two leads in Close
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Create bulk email in Close
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Run opportunity report in Close
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Create smart view in Close
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Run status change report in Close
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Toggle Forwarding on Phone Number in Close
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Update custom activity in Close
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Update smart view in Close
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Update email sequence subscription in Close
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Delete email address from contact in Close
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Create bulk sequence subscription action in Close
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Search email sequence subscription in Close
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Search number of Leads in Query in Close
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Search connected account in Close
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Get activity by id in Close
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Create call in Close
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Update call in Close
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Search call in Close
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With a fully integrated CRM, sales funnel builder and email marketing solution all in one place - Ontraport, the whole process of getting started and growing your business has never been easier.
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Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.
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