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Ontraport + Salesforce Integration
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Popular Ontraport + Salesforce Workflows
Create Salesforce opportunity for new Ontraport contact
This automation makes it easy to create new opportunity in Salesforce when a new contact is created in Ontraport. Just connect your accounts, and every time a new contact is created in Ontraport, a new opportunity will automatically be created in Salesforce.
This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
Create Salesforce contact for new Ontraport contact
Salesforce and Ontraport are two separate sales tools that can be used in conjunction with one another to create a more streamlined process for sales teams. However, when you create a contact in Ontraport, that contact does not automatically show up in Salesforce.
With this integration, a new contact will automatically be created in Salesforce when an email address is captured in Ontraport. This makes it easy for your sales team to track leads and prospects.
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With this integration, a new contact will automatically be created in Salesforce when an email address is captured in Ontraport. This makes it easy for your sales team to track leads and prospects.
Create Salesforce contact for new Ontraport response
Ontraport + Salesforce Integration
Create Salesforce opportunity for new Ontraport response
Ontraport + Salesforce Integration
Create Salesforce task for new Ontraport response
Ontraport + Salesforce Integration
Create Salesforce account for new Ontraport response
Ontraport + Salesforce Integration
Create Salesforce record for new Ontraport response
Ontraport + Salesforce Integration
Create Salesforce record for new Ontraport contact
Ontraport + Salesforce Integration
When Form is submitted in Ontraport > Create contact in Ontraport > Create task in Salesforce
When Form is submitted in Ontraport then Create contact in Ontraport and Create task in Salesforce
When Form is submitted in Ontraport > Create contact in Salesforce > Create opportunity in Salesforce
When Form is submitted in Ontraport then Create contact in Salesforce and Create opportunity in Salesforce
When Form is submitted in Ontraport > Create lead in Salesforce > Create opportunity in Salesforce
When Form is submitted in Ontraport then Create lead in Salesforce and Create opportunity in Salesforce
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What Do You Want To Automate?
When
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Contact is created in Ontraport -
Group is created in Ontraport
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Transaction is created in Ontraport
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Form is created in Ontraport
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Tag is removed in Ontraport Instant
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Tag is added in Ontraport Instant
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Form is submitted in Ontraport Instant
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Contact is created in Salesforce -
Account is created in Salesforce
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Lead is created in Salesforce
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Opportunity is created in Salesforce
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Case is created in Salesforce
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Task is created in Salesforce
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Record is updated in Salesforce
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Record is created in Salesforce
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Field is updated on record in Salesforce
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Outbound message is received in Salesforce Instant
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Quote is created in Salesforce
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Contact is updated in Salesforce
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Account is updated in Salesforce
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Lead is updated in Salesforce
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Opportunity is updated in Salesforce
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Case is updated in Salesforce
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Task is updated in Salesforce
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Quote is updated in Salesforce
Automatically
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Find campaign in Ontraport
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Find contact in Ontraport
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Create contact in Ontraport
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Update contact in Ontraport
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Create contact in Salesforce
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Create account in Salesforce
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Create lead in Salesforce
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Create opportunity in Salesforce
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Create task in Salesforce
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Create case in Salesforce
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Create record in Salesforce
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Update contact in Salesforce
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Update account in Salesforce
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Update lead in Salesforce
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Update opportunity in Salesforce
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Update case in Salesforce
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Update task in Salesforce
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Update record in Salesforce
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Search contact in Salesforce
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Search account in Salesforce
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Search lead in Salesforce
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Search opportunity in Salesforce
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Search case in Salesforce
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Search task in Salesforce
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Search record in Salesforce
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Add lead to campaign in Salesforce
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Add contact to campaign in Salesforce
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Search Quote in Salesforce
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Search record using query in Salesforce
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Search Record by Id in Salesforce
You can also customize or create your own automation and add conditions and
multiple actions etc. And that is also really easy in Integrately.
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You Can Also Integrate Ontraport & Salesforce With 900+ Other Apps
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.
See Ontraport Integrations
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
See Salesforce IntegrationsWhy Ontraport & Salesforce Users ❤ Integrately
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