Deskera + Ontraport Integration

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Ontraport + Deskera Integration

Create Deskera contact for new Ontraport contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Deskera contact and Ontraport contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Ontraport + Deskera Integration

Create Deskera contact for new Ontraport response

When someone completes your Ontraport, a new contact is automatically created in your Deskera. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Ontraport is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Ontraport - Deskera integration set up makes it easy to manage your customer relationships and grow your business.
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Deskera + Ontraport Integration

Create Ontraport contact for new Deskera contact

If you're using Deskera 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 Deskera, 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.
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Deskera + Ontraport Integration
1.
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
  • Ontraport
    Contact is created in Ontraport
  • Ontraport
    Tag is added in Ontraport Instant
  • Ontraport
    Tag is removed in Ontraport Instant
  • Ontraport
    Form is submitted in Ontraport Instant
  • Ontraport
    Transaction is created in Ontraport
  • Ontraport
    Form is created in Ontraport
  • Ontraport
    Group is created in Ontraport
2.
  • Deskera
    Create payment entry in Deskera
  • Deskera
    Search invoice in Deskera
  • Deskera
    Create contact in Deskera
  • Deskera
    Create sales invoice in Deskera
  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera
  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera
  • Deskera
    Search product in Deskera
  • Deskera
    Create product in Deskera
  • Deskera
    Create account in Deskera
  • Deskera
    Search account in Deskera
  • Deskera
    Create quotation in Deskera
  • Deskera
    Update contact in Deskera
  • Ontraport
    Create contact in Ontraport
  • Ontraport
    Update contact in Ontraport
  • Ontraport
    Search contact in Ontraport
  • Ontraport
    Get transaction by Id in Ontraport
  • Ontraport
    Search campaign in Ontraport
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