GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Ontraport combines all the tools your business needs: data and customer information in one seamlessly working platform. Create better customer experience and increase your sales while savings heaps of time with powerful automation. Below you'll find detailed information, specifically for Ontraport integrations.
Supported Ontraport Integrations
To connect Ontraport, we need your App ID and API Key. You can access your list Ontraport of API Keys here. Or follow the next steps.
- Go to the Administration settings.
- Select Integrations from the left menu.
- Click ONTRAPORT API INSTRUCTIONS AND KEY MANAGER.
- We recommend you to create a dedicated PieSync API Key, if you do not have one yet.
- Enable all API key Permissions and click Save.
- Copy/paste your App ID and API Key.
If you already authorized Ontraport account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts and Companies before proceeding to the configuration page.
Learn about our contact sync below.
- More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- LEAD SOURCE
- CONTACT OWNER
- FIELD VALUES (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Actions
- ADDING/REMOVING TAGS
- UPDATING CONTENT
- UPDATING LEAD SOURCE
- UPDATING MEDIUM
- UPDATING TERM
- UPDATING FIELD VALUES (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Ontraport fields being mapped by default. For instance, in a connection with Office365, the default field mapping looks like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in one field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.
Customizable Field Mapping
You can custom map your Ontraport Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.
In connections between Google Contacts and Ontraport, you are able to SYNC DELETIONS one-way. When a contact gets deleted in Google Contacts, we add the tag 'PieSync Trash' to that same contact in Ontraport. You will be able to review this segment first before deleting or taking any other action in Ontraport too.
In connections between Ontraport and some other marketing tools we support such as e.g. MailChimp, you are able to SYNC UNSUBSCRIBES one-way. When a contact gets unsubscribed in your marketing tool, we add the tag 'PieSync Unsubscribes' to that same contact in Ontraport. You will be able to review this segment first before taking any action in Ontraport too.
The availability of these additional options is app and connection dependent. If the boxes (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect deletions on one side and at the same time be able to create add the tag 'PieSync Trash' on the other side.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!