Ontraport + Salesmate Integration

Integrate Ontraport to Salesmate in one click, or tell Integrately AI how you want each lead handled. Qualify leads, create contacts and deals, update your pipeline, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Salesmate
    Contact is created in Salesmate
  • Salesmate
    Contact is updated in Salesmate Instant
  • Salesmate
    Deal is created in Salesmate
  • Salesmate
    Deal is updated in Salesmate Instant
  • Salesmate
    Company is created in Salesmate
  • Salesmate
    Company is updated in Salesmate Instant
  • Salesmate
    Activity is updated in Salesmate Instant
  • Salesmate
    Activity is created in Salesmate
Arrow Right
2.
  • Ontraport
    Create transaction in Ontraport
  • Ontraport
    Update product in Ontraport
  • Ontraport
    Search product by name in Ontraport
  • Ontraport
    Create product 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
  • Salesmate
    Create contact in Salesmate
  • Salesmate
    Search contact in Salesmate
  • Salesmate
    Update contact in Salesmate
  • Salesmate
    Get contact by id in Salesmate
  • Salesmate
    Create deal in Salesmate
  • Salesmate
    Update deal in Salesmate
  • Salesmate
    Search deal in Salesmate
  • Salesmate
    Create activity in Salesmate
  • Salesmate
    Update activity in Salesmate
  • Salesmate
    Search activity in Salesmate
  • Salesmate
    Create company in Salesmate
  • Salesmate
    Update company in Salesmate
  • Salesmate
    Search company in Salesmate
  • Salesmate
    Create note in Salesmate

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Ready Workflows Ready Workflows for Ontraport + Salesmate Integration

Capture leads, create deals, update pipeline stages, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Ontraport + Salesmate Integration

Create Salesmate contact for new Ontraport response

When someone completes your Ontraport, a new contact is automatically created in your Salesmate. 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 - Salesmate integration set up makes it easy to manage your customer relationships and grow your business.
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Ontraport + Salesmate Integration

Create Salesmate 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 Salesmate 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 + Salesmate Integration

Create Salesmate deal for new Ontraport response

Integrating your Salesmate with your Ontraport, can help you automatically create new deals based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Ontraport - Salesmate integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Ontraport + Salesmate Integration

Create Salesmate deal for new Ontraport contact

This automation makes it easy to create new deals in Salesmate when a new contact is created in Ontraport. Just connect your accounts, and every time a new contact is created in Ontraport, a new deal will automatically be created in Salesmate.

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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Salesmate + Ontraport Integration

Create Ontraport contact for new Salesmate contact

If you're using Salesmate 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 Salesmate, 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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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Ontraport + Salesmate flow

Users often want to log new payments, send email campaigns, schedule onboarding calls, or collect custom intake forms after moving data into their CRM. Pick a combination and activate it in one click.

Ontraport
Salesmate
+
StripeStripe (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
TypeformTypeform (4)
+
AsanaAsana (4)
+
Google SheetsGoogle Sheets (4)
O
S
S
When a transaction is created in Ontraport, create a customer in Stripe and create a deal in Salesmate
Every Ontraport transaction automatically creates a customer record in Stripe and opens a corresponding deal in Salesmate.
O
S
S
When a contact is created in Ontraport, create a customer in Stripe and update the contact in Salesmate
New Ontraport contacts are instantly added to Stripe as customers and updated in Salesmate.
O
S
S
When a form is submitted in Ontraport, create an invoice in Stripe and create a contact in Salesmate
Form submissions in Ontraport trigger an invoice in Stripe and create a new contact in Salesmate.
O
S
S
When a transaction is created in Ontraport, create a payment record in Stripe and update the deal in Salesmate
Ontraport transactions record payments in Stripe and update existing Salesmate deals.

Supported triggers and actions for Ontraport and Salesmate

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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Search product by name in Ontraport
Finds a product based on its name
Try it β†’
Create product in Ontraport
Adds a new product to the system
Try it β†’
Create contact in Ontraport
Adds a new contact to the database
Try it β†’
Update contact in Ontraport
Updates contact information with new details
Try it β†’
Search contact in Ontraport
Finds and retrieves contact information
Try it β†’
Get transaction by Id in Ontraport
Retrieves a transaction using its id
Try it β†’
Search campaign in Ontraport
Searches for a campaign
Try it β†’
Salesmate
Salesmate Triggers & Actions
Contact is created in Salesmate
Triggers the automation when a new contact is created
Try it β†’
Instant
Contact is updated in Salesmate
Triggers the automation when a contact is updated
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Deal is created in Salesmate
Triggers the automation when a deal is created
Try it β†’
Instant
Deal is updated in Salesmate
Triggers the automation when a deal is updated
Try it β†’
Company is created in Salesmate
Triggers the automation when a new company is created
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Instant
Company is updated in Salesmate
Triggers the automation when a company is updated
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Instant
Activity is updated in Salesmate
Triggers the automation when an activity is updated
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Activity is created in Salesmate
Triggers the automation when a new activity is created
Try it β†’
Create contact in Salesmate
Adds a new contact to the database
Try it β†’
Search contact in Salesmate
Finds and retrieves contact information
Try it β†’
Update contact in Salesmate
Updates contact information with new details
Try it β†’
Get contact by id in Salesmate
Retrieves a contact's information based on their id
Try it β†’
Create deal in Salesmate
Generates a new deal with
Try it β†’
Update deal in Salesmate
Updates deal information based on new criteria or changes
Try it β†’
Search deal in Salesmate
Retrieves and find a deal
Try it β†’
Create activity in Salesmate
Generates a new activity or task
Try it β†’
Update activity in Salesmate
Updates the activity with the latest information
Try it β†’
Search activity in Salesmate
Retrieves search results based on particular criteria
Try it β†’
Create company in Salesmate
Generates a new company profile with given details
Try it β†’
Update company in Salesmate
Updates company information
Try it β†’
Search company in Salesmate
Finds information about a company
Try it β†’
Create note in Salesmate
Creates a new note in the particular format
Try it β†’

What can you automate with Ontraport + Salesmate?

Streamline your sales funnel, contact management, and pipeline tracking with powerful automated workflows.

What you can automate?
πŸš€
Sync new contacts instantly
Automatically create a Salesmate contact the moment a new contact is created in Ontraport. Eliminate manual data entry and ensure your sales team has immediate access to new leads.
πŸ“‹
Capture every form submission field
Map all submitted Ontraport form fields into Salesmate contact notes and deal records. Keep detailed customer insights accessible across your sales pipeline.
πŸ””
Notify sales reps immediately
Trigger instant notifications whenever high-value contacts or transactions are created in Ontraport. Ensure your team acts on new opportunities without delay.
πŸ”€
Route leads based on tags
Create different deal stages or contact lists in Salesmate depending on the specific tags added or removed in Ontraport. Tailor your follow-up process automatically.
πŸ”„
Keep contact records updated
Automatically update existing Salesmate contacts whenever their details change in Ontraport. Maintain accurate customer databases across both platforms.
πŸ”
Search and update without duplicates
Search for existing contacts before creating new records to prevent duplicate entries in Salesmate. Keep your CRM clean and organized.
πŸ’°
Track transactions and deals
Create Salesmate deals or update existing pipeline opportunities automatically whenever a new transaction is processed in Ontraport.
πŸ“Š
Extend workflows to Google Sheets
Log every Ontraport contact and Salesmate deal into Google Sheets automatically for comprehensive reporting and data analysis.
And much more...

Who is Ontraport + Salesmate integration for?

Sales and marketing teams connecting Ontraport to Salesmate eliminate manual data re-entry, keeping pipeline stages, contacts, and deal updates perfectly synchronised.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client success managers
Client success managers
Operations leads
Operations leads
Account executives
Account executives
Finance specialists
Finance specialists
πŸ“ˆ
Performance marketers
You're running campaigns across multiple channels but your tracking records only update when someone manually exports contacts, so the lead counts you're optimising against are always a few hours behind β€” with this integration, every new contact lands in your sales CRM instantly and your data stays current.
⚑
Sales representatives
You need to follow up with leads immediately after form submissions, but you find out about new inquiries hours later when checking multiple systems β€” automating both apps means every contact and deal is created instantly so you can reach out while interest is high.
🀝
Client success managers
You answer to stakeholders who want to see pipeline progress, but customer updates are scattered across separate marketing and sales tools β€” this integration means every transaction and deal stage stays synchronised across platforms.
πŸ”„
Operations leads
The volume of incoming leads is too high for anyone to keep up by hand, leading to missed deals and untracked contacts β€” automating both apps means every submission and contact record is processed without manual intervention.
πŸ“‹
Account executives
You depend on marketing teams to hand over qualified leads, but manual handoffs cause delays in pipeline progression β€” connecting these apps means every deal is created automatically the moment qualifying criteria are met.
πŸ—‚οΈ
Finance specialists
You need a reliable history of transactions and sales records, but keep finding gaps caused by manual entry errors β€” this integration means every transaction creates accurate records across your systems without missing details.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Ontraport + Salesmate

Build and manage your Ontraport + Salesmate 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 + Salesmate 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 β€” 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
Select Automation
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 Salesmate?
Frequently Asked Questions
You can connect Ontraport to Salesmate in one click using ready-made templates or ask Integrately AI to build the automation for you. It takes seconds to link your accounts and start syncing contacts and deals.
Can I automatically create a Salesmate contact when a contact is created in Ontraport?
Frequently Asked Questions
Can I connect Ontraport, Salesmate, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Ontraport and Salesmate?
Frequently Asked Questions
How does Ontraport handle contact creation triggers here?
Frequently Asked Questions
Can Salesmate deals be updated when Ontraport transactions occur?
Frequently Asked Questions
Do I need coding skills to automate Ontraport and Salesmate?
Frequently Asked Questions
Is the Ontraport and Salesmate integration free?
Frequently Asked Questions
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You Can Also Connect Ontraport or Salesmate With 1500+ Other Apps

Ontraport
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Salesmate
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Sync Salesmate with communication, analytics, and project management tools to streamline your sales workflows.
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