Ontraport + Refersion Integration

Integrate Ontraport to Refersion in one click, or tell Integrately AI how you want each contact handled. Create affiliates, track conversions, and keep your marketing and affiliate data aligned automatically.

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1.
  • 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
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
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2.
  • Ontraport
    Create transaction in Ontraport
  • Ontraport
    Update product in Ontraport
  • Ontraport
    Create product in Ontraport
  • Ontraport
    Search product by name in Ontraport
  • 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
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

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Ready Workflows Ready Workflows for Ontraport + Refersion Integration

Create affiliates from new contacts, record conversions, update affiliate details, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Ontraport + Refersion Integration

Create Refersion affiliate for new Ontraport response

Automatically creating Refersion affiliate for new Ontraport response can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Refersion affiliate can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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Ontraport + Refersion Integration

Create Refersion affiliate for new Ontraport contact

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new Refersion affiliate 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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Refersion + Ontraport Integration

Create Ontraport contact for new Refersion affiliate

There are many reasons why someone might choose to use two different marketing tools. One common reason being - able 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.

Thus, integration of your new Ontraport contact and Refersion affiliate 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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Connect more apps to your Ontraport + Refersion flow

Send lead data to your CRM, alert your team on messaging apps, and keep financial records updated across your stack. Pick a combination and activate it in one click.

Ontraport
Refersion
+
ShopifyShopify (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
QuickBooks OnlineQuickBooks Online (4)
O
R
S
When a contact is created in Ontraport, create an affiliate in Refersion and add the customer in Shopify
New Ontraport contacts automatically become Refersion affiliates while creating a customer profile in Shopify, eliminating manual data entry.
S
O
R
When a Shopify order is created, update the contact in Ontraport and check affiliate status in Refersion
Keep your Ontraport contacts updated with recent Shopify purchases while verifying affiliate records in Refersion.
R
O
S
When an affiliate is created in Refersion, create a contact in Ontraport and log the customer in Shopify
New Refersion affiliates immediately trigger a contact creation in Ontraport and a customer record in Shopify.
O
R
S
When a form is submitted in Ontraport, create an affiliate in Refersion and create an order in Shopify
Capture Ontraport form submissions to register affiliates in Refersion and generate corresponding Shopify orders.

Supported triggers and actions for Ontraport and Refersion

Mix and match to build the exact automation you need

Ontraport
Ontraport Triggers & Actions
Contact is created in Ontraport
Triggers the automation when a new contact is created
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Instant
Tag is added in Ontraport
Triggers the automation when a tag is added
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Instant
Tag is removed in Ontraport
Triggers the automation when a tag is added
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Instant
Form is submitted in Ontraport
Triggers the automation when a form is filled
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Transaction is created in Ontraport
Triggers the automation when a new transaction is created
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Form is created in Ontraport
Triggers the automation when a new form is created
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Group is created in Ontraport
Triggers the automation when a new group is created
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Create transaction in Ontraport
Records a new transaction
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Update product in Ontraport
Modifies an existing product
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Create product in Ontraport
Adds a new product to the system
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Search product by name in Ontraport
Finds a product based on its name
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Create contact in Ontraport
Adds a new contact to the database
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Update contact in Ontraport
Updates contact information with new details
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Search contact in Ontraport
Finds and retrieves contact information
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Get transaction by Id in Ontraport
Retrieves a transaction using its id
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Search campaign in Ontraport
Searches for a campaign
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Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
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Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
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Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
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Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
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Create affiliate in Refersion
Generates unique referral links for affiliate partners
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Search affiliate in Refersion
Searches for a particular affiliate partner
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Get affiliate in Refersion
Retrieves details of an affiliate partner
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Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
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What can you automate with Ontraport + Refersion?

Streamline your CRM and affiliate network management with ready-to-activate workflows that eliminate repetitive manual tasks.

What you can automate?
🔗
Sync new Ontraport contacts into Refersion affiliates
Automatically register every new contact created in Ontraport as an affiliate in Refersion without manual data entry. Your partner network grows in real time as leads enter your CRM.
📋
Capture all submitted form details accurately
Map complete Ontraport form submission fields directly into your affiliate and customer records. Ensure custom responses, contact numbers, and notes are never left behind.
🔔
Alert your team the moment an affiliate joins
Send instant notifications to your Slack channels or email inboxes whenever a new affiliate registers in Refersion or a contact triggers an update in Ontraport.
🔀
Route records based on submitted tag criteria
Evaluate tags added or removed in Ontraport to determine how affiliate details are updated in Refersion or logged in supporting apps like Google Sheets.
🔄
Keep customer and partner records continuously updated
Ensure modifications made to contact details in Ontraport automatically reflect across your Refersion affiliate profiles and secondary business tools.
🔍
Search and update instead of creating duplicates
Perform intelligent lookups to match existing records before creating new contacts or affiliates, keeping your databases clean and free of duplicate entries.
💳
Manage conversions, payments, and cancellations
Handle affiliate conversion milestones, approvals, denials, and cancellations seamlessly by connecting transaction events between Ontraport and Refersion.
📈
Extend your workflow to external business apps
Push your Ontraport and Refersion data further by connecting Shopify, Stripe, Mailchimp, Slack, Google Sheets, or QuickBooks Online for complete operational alignment.
And much more...

Who is Ontraport + Refersion integration for?

Connecting Ontraport and Refersion helps marketing, sales, and affiliate teams eliminate manual data entry and keep affiliate programs running smoothly.

Marketing directors
Marketing directors
Affiliate managers
Affiliate managers
Sales operations leads
Sales operations leads
Growth analysts
Growth analysts
Partner success managers
Partner success managers
Finance specialists
Finance specialists
📈
Marketing directors
You're running campaigns and tracking leads in Ontraport, but your affiliate attribution data in Refersion only updates when someone manually exports records, so your campaign ROI figures are always a few hours behind — with this integration, every new contact syncs instantly and your performance metrics stay current.
⚡
Affiliate managers
You manage partner signups and need to onboard new affiliates immediately, but delays between Ontraport form submissions and Refersion account creation leave partners waiting, so early engagement momentum stalls — automating both apps means every submission instantly registers a new affiliate and accelerates partner activation.
📋
Sales operations leads
You review pipeline health and partner-driven deals with executive leadership, but discrepancies between CRM contacts and affiliate conversions require tedious manual audits, so meeting prep takes hours — connecting these apps means your deal records align automatically and reports reflect true attribution.
📊
Growth analysts
You rely on accurate conversion attribution to allocate marketing spend across channels, but manual data transfers between Ontraport and Refersion introduce human error and missing transaction logs, so your forecasting models produce skewed results — this integration means every transaction and conversion record flows without gaps.
🤝
Partner success managers
You own affiliate relationships and depend on marketing teams to notify you when high-value leads convert, but manual handoffs cause communication delays and missed follow-ups, so top partners feel ignored — automating both apps means every milestone triggers instant notifications and smooth handoffs.
📁
Finance specialists
You reconcile partner commission payouts against CRM transactions and store orders every month, but missing reference IDs and mismatched customer records create endless reconciliation bottlenecks, so month-end closing drags on — with this integration, financial and affiliate data match up from the moment a transaction occurs.
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Why choose Integrately to automate Ontraport + Refersion

Build and manage your Ontraport + Refersion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Ontraport + Refersion with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Ontraport to Refersion?
Frequently Asked Questions
You can connect Ontraport to Refersion in one click using pre-built workflows or by asking Integrately AI to set it up for you. Simply select your trigger and actions, authenticate your accounts with 42,000+ active users trusting the platform, and activate your automated flow instantly.
Can I automatically create a Refersion affiliate when a contact is created in Ontraport?
Frequently Asked Questions
Can I connect Ontraport, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Ontraport and Refersion?
Frequently Asked Questions
How does Ontraport handle contact data in this integration?
Frequently Asked Questions
Can Refersion track conversion milestones automatically?
Frequently Asked Questions
Do I need coding skills to automate Ontraport and Refersion?
Frequently Asked Questions
Is the Ontraport and Refersion integration free?
Frequently Asked Questions
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