Ontraport is a platform that fully integrates all your business tools into one place, allowing you to focus on what's important! This seamless solution can include a anything from CRM, Wordpress hosting, email, payment processing to powerful business automation.


ontraport

ONTRAPORT

<InfoBox>[**GETTING STARTED GUIDE**](/help/features/getting-started/)**: How to set up a new connection?** </InfoBox>

<InfoBox>[**ALL FEATURES EXPLAINED**](/help/features): **All our features/functionality explained in detail - no app-specifics.** </InfoBox>

**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

<Widget src="https://cdn.piesync.com/widget.js" left="ontraport" />

## Authorize Ontraport

To connect Ontraport, we need your App ID and API Key. You can access your [list Ontraport of API Keys here](https://app.ontraport.com/#!/api_settings/listAll). Or follow the next steps.   

1.  Go to the **Administration** settings.
2.  Select **Integrations** from the left menu.
3.  Click **ONTRAPORT API INSTRUCTIONS AND KEY MANAGER**.![](//images.ctfassets.net/f2ysq090txql/6Jy2SNmmZE4VuiiMGpnk77/ba5558cfbeafeee803c3052efd6f8f78/pasted-image-19-04-2019-16-01.png)
4.  We recommend you to **create** a dedicated **PieSync API Key**, if you do not have one yet.
5.  Enable all API key Permissions and click Save.![](//images.ctfassets.net/f2ysq090txql/7C3PHbjyza0ZGryzSwfXdS/fc6256ab31dfddd4ab6e318933e9e14f/image.png)
6.  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**.

![](//images.ctfassets.net/f2ysq090txql/5Y4pwTPuMdJWMueZQmkfrY/d42e1c91ec199c45eadc17370a0a9546/image.png)

## Choose your contact type

Distinguish between Contacts and Companies before proceeding to the configuration page.

![](//images.ctfassets.net/f2ysq090txql/3etXZdi1FvqtHUkxceSPWY/2b9b001640fb4e332cca7de8ea438fac/screenshot-2019-09-19-at-11-37-44.png)

**Learn about our contact sync below.**

<TipBox>[Incorporate Company related information in a connection between Contacts.](/help/faq/syncing-company-related-information-on-contact-level/)</TipBox>

\- More in-depth info about our Company to Company sync can be found [here](/help/faq/can-i-sync-company-account-information/).

## \[IF\] Supported Conditions/Filters

*   TAGS
*   CONTENT
*   LEAD SOURCE
*   MEDIUM
*   CONTACT OWNER
*   SCORE
*   TERM
*   EQUALS
*   FIELD VALUES _(INCLUDING CUSTOM FIELDS)_
*   ALREADY EXISTING IN APP YOU SYNC WITH

![](//images.ctfassets.net/f2ysq090txql/5I0VQsSLHi9midACTqQPip/662e537191d189e3e1e5d783f658a0ee/image.png)

![](//images.ctfassets.net/f2ysq090txql/2sg8Sd8gFOnerWkkd2oCce/98a274533bea39cb6181d4b77fccaee1/image.png)

## \[THEN\] Supported Actions

*   ADDING/REMOVING TAGS
*   ASSIGNING
*   UPDATING CONTENT
*   UPDATING LEAD SOURCE
*   UPDATING MEDIUM
*   UPDATING TERM
*   UPDATING FIELD VALUES (_INCLUDING CUSTOM FIELDS_)

![](//images.ctfassets.net/f2ysq090txql/6CNLg2NahcqSQb55Uwr3n8/198e6069f34074b19b53aab170bb2073/image.png)

![](//images.ctfassets.net/f2ysq090txql/4hHbeNMIHYavnzvmFCobgx/9bc4e8b6d4f9dad1733bbc5eb7fbb26e/image.png)

## 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:  

![](//images.ctfassets.net/f2ysq090txql/78ROntPDIRl9OvznAtsvCH/8b63ffb1f8fca173c46a49ed617fe1fa/image.png)

<InfoBox>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.</InfoBox>

## 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**](/help/features/new-customizable-field-mapping/). 

![](//images.ctfassets.net/f2ysq090txql/BVaX9XqJXQKOn2Lzvjstj/445bd58da7658f187c029aa650ee32fa/image.png)

## Additional Options

### Syncing Deletions

In connections between Google Contacts and Ontraport, you are able to [**SYNC DELETIONS**](/help/features/syncing-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.   

![](//images.ctfassets.net/f2ysq090txql/VqPrttx0XaAUSFgydsjx8/fc99b310c4c1a89b21db914ff22c3c4c/image.png)

### Syncing Unsubscribes

In connections between Ontraport and some other marketing tools we support such as e.g. MailChimp, you are able to [**SYNC UNSUBSCRIBES**](/help/features/syncing-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. 

![](//images.ctfassets.net/f2ysq090txql/6G539u3VcoQTGHirWYXPYt/d646d9b8caac42b849d3b4b13d2d5dcd/image.png)

<InfoBox>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. </InfoBox>

<TipBox>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](http://www.piesync.com/connections/#vote), 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 - support@piesync.com. **Don't forget to read our** [**blog**](http://blog.piesync.com/) **for the latest in productivity, apps, and technology!** </TipBox>

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 …

How to set up specific apps, what rules are available and mapping overviews

Supported Apps

Ontraport

<TipBox>The possibility to sync Company information depends on whether your app has a Company entity. Below you can see an example of HubSpot's Company entity.</TipBox>

![](//images.ctfassets.net/f2ysq090txql/5nMaCUnQR8T9IZLYEicmk8/7c7a717d61a0f05c9702054ff067025a/screenshot-2019-09-17-at-14-59-29.png)

<TipBox>A full overview of all apps for which we currently support Company/Account information syncs, can be found at the bottom of this article.</TipBox>

## How to sync Company or Account information

1.  When setting up a new connection, we distinguish 4 steps. The third step allows you to choose your contact type.

![](//images.ctfassets.net/f2ysq090txql/5S2Ojh5lnRhzwGfHrhncOu/015352c449ab5e5a0c14cbc2a805fca8/screenshot-2019-09-17-at-15-01-41.png)

<InfoBox>Interested in learning more about step 1 & 2? More info can be found  [here](/help/features/getting-started/).</InfoBox>

2.  You are able to select the 'Companies' entity on both sides. (eg. Zendesk Sell & HubSpot)

![](//images.ctfassets.net/f2ysq090txql/5RJb8vECFsdGbUtCw1ouzS/75b44da7e4520df6bf2b9bc0c2569f93/sep-17-2019-15-07-50.gif)

## Important remarks

*   Syncing Company information can only be done between two Company entities. Selecting the wrong entity will result in an error. ![](//images.ctfassets.net/f2ysq090txql/1Vq8EmOeW9dyuSrtmu1nUf/6946f8fb2a548cac0097b9ed7a812065/screenshot-2019-09-17-at-15-12-21.png)

*   This sync will **match your records based on Company name or the email address, without precedence.**

<InfoBox>This is different with a Contacts or Leads sync. In these cases, we will solely use the email address as identifier to [avoid duplicates](/help/features/avoid-duplicates/).</InfoBox>

![](//images.ctfassets.net/f2ysq090txql/2ZUcCFNgZVlTRdrizEyYyr/3173aaa355f737f2cb33ee531ba88592/screenshot-2019-09-20-at-13-47-13.png)

This implies the importance of a preliminary check to make sure your company records contain the correct names.

<TipBox>If the company record in app A states "PieSync Inc" and in app B "PieSync", this will result in a duplicate record.</TipBox>

*   This sync is restricted to Company information, without keeping the relationship between Contacts.

## Video

<Embed src="https://www.youtube.com/embed/SkKcW1OR9Uc" />

## Need to sync data from Accounts into Contacts?

This is a process we're calling "company enrichment". You take information from a company entity in one app, and sync into a contact in your other app. It is in the works for PieSync to give you this possibility. In the meantime, we suggest you look into your CRM's capabilities to link or copy that information on the contact object proper, so it can be synced in a contact-to-contact sync.

For instance, [Salesforce](/help/want-to-learn-more/salesforce-bringing-account-data-down-to-contact-level/) & Pipedrive support automation workflows and can translate information from the account or opportunity records to render it available on the contacts object. The following videos show how you could set this up using the Salesforce Process Builder or Pipedrive's Workflow Automation respectively.

<Embed src="https://www.youtube.com/embed/bgO_5z9MjKs" />

<Embed src="https://www.youtube.com/embed/l2hGZe9gC7M" />

## Supported apps

We currently support the synchronization of Company or Account information for the following apps:

*   [bexio](https://www.piesync.com/bexio/)
*   [Bitrix24 CRM](https://www.piesync.com/bitrix-crm/)
*   [Bpm'online](https://www.piesync.com/bpmonline/)
*   [Bullhorn](https://www.piesync.com/bullhorn/)
*   [Capsule CRM](https://www.piesync.com/capsule/)
*   [Clio](https://www.piesync.com/clio/)
*   [ConnectWise Manage](https://www.piesync.com/connectwise-manage/)
*   [Copper](https://www.piesync.com/copper/)
*   [Current RMS](https://www.piesync.com/current-rms/)
*   [Daylite](/help/connector-apps/daylite/)
*   [Freshsales](https://www.piesync.com/freshsales)
*   [HubSpot](https://www.piesync.com/hubspot/)
*   [Infusionsoft by Keap](https://www.piesync.com/infusionsoft/)
*   [Insightly](https://www.piesync.com/insightly/)
*   [JobAdder](https://www.piesync.com/jobadder/)
*   [lexoffice](https://www.piesync.com/lexoffice/)
*   [Membrain](https://www.piesync.com/membrain/)
*   [Microsoft Dynamics 365](https://www.piesync.com/microsoft-dynamics/)
*   [NetSuite](/help/connector-apps/netsuite/)
*   [Nimble](https://www.piesync.com/nimble)
*   [Nutshell](https://www.piesync.com/nutshell/)
*   [OnePageCRM](https://www.piesync.com/onepage-crm/)
*   [ONTRAPORT](https://www.piesync.com/ontraport/)
*   [Outreach](https://www.piesync.com/outreach/)
*   [Pipedrive](https://www.piesync.com/pipedrive/)
*   [PipelineDeals](https://www.piesync.com/pipelinedeals/)
*   [Salesforce](https://www.piesync.com/salesforce/)
*   [SalesLoft](https://www.piesync.com/salesloft/)
*   [Sellf](/help/connector-apps/sellfapp/)
*   [SharpSpring](https://www.piesync.com/sharpspring/)
*   [Teamwork Projects](https://www.piesync.com/teamworkprojects/)
*   [Teamwork CRM](/help/connector-apps/teamworkcrm/)
*   [Vtiger](https://www.piesync.com/vtiger/)
*   [Zendesk](https://www.piesync.com/zendesk/)
*   [Zendesk Sell](https://www.piesync.com/basecrm/) (formerly Base CRM)
*   [Zoho CRM](https://www.piesync.com/zoho-crm/)

How to sync Company or Account information  1   When setting up a new connection  we distinguish 4 steps  The third step allows you to choose your contact type       2   You are able to select the  Companies  entity on both sides   eg  Zendesk Sell  …

Get personalized help for all kinds of errors as well as unexpected behavior in your syncs

Can I sync Company/Account information?

## What exactly does this mean?

PieSync is able to expose Company related fields when syncing Contacts. Let's have a look at the example below:

*   The orange section shows the Contact record, together with its Contact fields.
*   The green section shows the Company record, together with its Company fields.
*   The blue arrow reflects to the Company fields available on the contact record (= exposing Company related information).

![](//images.ctfassets.net/f2ysq090txql/5AwryUnnyO5JvgHo1VXtoH/c547b9e67358ca22faf86196832bbea9/screen-shot-2020-01-13-at-10-29-58.png)

## How can we distinguish between Contact and Company fields?

Company fields will always have a \[Company\] prefix.

![](//images.ctfassets.net/f2ysq090txql/UQZAdXkNoqgKekrsMdSPU/62ce5a1c634d89cccd52057df9124fb9/screen-shot-2020-01-13-at-10-49-07.png)

<TipBox>Company fields can be used in both the PieSync rules and custom mappings.</TipBox>

## Limitations

<WarningBox>Syncing company related fields is limited to a one-way direction.</WarningBox>

1.  The one-way nature of these fields means that you are able to filter based on \[Company\] fields but can't update them via the actions.

![](//images.ctfassets.net/f2ysq090txql/2XmSK87v4COYJnziTGgmQP/8b1fa7452b0514c2578385bd4a4b7722/screen-shot-2020-01-21-at-11-19-03.png)

2.  Echoing this behaviour to the custom mappings section, will result in an arrow pointing in one direction.

![](//images.ctfassets.net/f2ysq090txql/yVVt5QooqEdAYQsLtRCg1/6955288f30387073a55549fcb2a28903/screen-shot-2020-01-14-at-11-46-31.png)

## Possible use cases

1.  Syncing contacts based on the Number Of Employees towards MailChimp in order to create a specific segmentation allows you to create specific marketing targets.

![](//images.ctfassets.net/f2ysq090txql/2ic9NJt55wUmdNyXKUGDrw/119c298f34f6195b65bcee36c73d15ae/screen-shot-2020-01-13-at-11-03-05.png)

2.  Similar as above, Syncing contacts based on the Annual Revenue towards ActiveCampaign in order to create specific segmentation.

![](//images.ctfassets.net/f2ysq090txql/1CkCWNZOPQl3eFXWw3MZxX/609d768fd41c6d3e67ad7de1bb114bfe/screen-shot-2020-01-14-at-12-03-23.png)

## Integrations

This feature has been released for the following apps:

*   [Bitrix24](/help/connector-apps/bitrix-crm/)
*   [HubSpot](/help/connector-apps/hubspot/)
*   [Ms Dynamics 365](/help/connector-apps/microsoft-dynamics/)
*   [Ontraport](/help/connector-apps/ontraport/)
*   [Outreach](/help/connector-apps/outreach/)
*   [Salesforce](/help/connector-apps/salesforce/)
*   [SugarCRM](/help/connector-apps/sugarcrm/)
*   [Zendesk](/help/connector-apps/zendesk/)

<InfoBox>We will gradually add other applications to this list.</InfoBox>

What exactly does this mean   PieSync is able to expose Company related fields when syncing Contacts  Let s have a look at the example below      The orange section shows the Contact record  together with its Contact fields     The green section show…

Syncing company related information on the contact level.

pipedrive

Pipedrive

hubspot logo

HubSpot

logomixpanel

Mixpanel

daylite

Daylite

1CRM-logo-box

1CRM

logo-3dcart

3dcart

act!

Act! 365

actpremium

Act! Premium

activecampaign

ActiveCampaign

activedemand

ActiveDEMAND

activetrail-1502192111-logo

ActiveTrail

Acumatica

Acumatica CRM

agendor_logo

Agendor

agilecrm

Agile CRM

aircall-icon@2x (1)

Aircall

allclients

AllClients

amocrm

amoCRM

apollo.io logo 

Apollo

apptivo

Apptivo

aproplan

Aproplan

Aritic-Logo

Aritic PinPoint

Aritic Sales CRM

AT & T

AT&T Office@Hand

autoklose logo png 

Autoklose

autopilot

Autopilot

aweber

AWeber

benchmark

Benchmark

bexio

bigcommerce

BigCommerce

bigcontacts

BigContacts

bitrix

Bitrix24 CRM

bombbomb

BombBomb

bookeo

Bookeo

boomtown

BoomTown

Brivity CRM

btcloudphone

BT Cloud Phone

bullhorn

Bullhorn

campaignmonitor

Campaign Monitor

campaigner

Campaigner

capsulecrm

Capsule

chargebee

Chargebee

logo-cin7

Cin7

cxsocial

Clarabridge Engage

Classy-icon-coral

Classy

clio

Clio

closeio

Close

companyHub

CompanyHub

connectwisemanage

ConnectWise Manage

constantcontact

Constant Contact

Contactlab Marketing Cloud

Contacts+ Logo Mark (1)

Contacts+

contactually

Contactually

convergehub

ConvergeHub

Copper-icon-circle-pink

Copper

bpmonline

Creatio

Crisp

currentrms

Current RMS

datavalidation

DataValidation

d-logo-L-transparent

Debitoor

Delivra

desk

Desk

logo-digitaleo

Digitaleo

directmailmac

Direct Mail for Mac

DD-roundel-512x512

dotdigital Engagement Cloud

dotloop

Dotloop

drift_logo

Drift

drip

Drip

easybill

EasyBill

efficycrm

Efficy CRM

Elastic Email

emma

Emma

ERPNext logo

ERPNext

espocrm

EspoCRM

eventbrite 2018

Eventbrite

eztexting

EZ Texting

facebook-lead-ads

Facebook Lead Ads

facten

Facten

fastbill

FastBill

finfolio

FinFolio

flexmail

Flexmail

followupboss

Follow Up Boss

freeagent

FreeAgent

freshbooks

FreshBooks

FreshBooks Classic

freshdesk icon sf

Freshdesk

freshsales

Freshsales

Front logo

Front

funnelflare

FunnelFLARE

getresponse

GetResponse

Gist (formerly ConvertFox)

google contacts logo

Google Contacts

g-invert-box-hires-01

Greenhouse

GreenRope

groove

Groove

happygh

Happy Grasshopper

blog hd blog icoon

HelloDialog

helpscout

Help Scout

highrise

Highrise

Start syncing your ONTRAPORT contacts
two-way with more than 210 other apps

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Related ONTRAPORT resources

ONTRAPORT two-way data sync is here!

Help Articles related to syncing ONTRAPORT

Ontraport

Can I sync Company/Account information?

Syncing company related information on the contact level.

Start syncing your ONTRAPORT contacts two-way with more than 210 other apps

Discover how PieSync can make your cloud apps work together

Accurate & real-time data

Save time

Easy & Secure

Free Trial

Start syncing ONTRAPORT with one of our 216 apps

Related ONTRAPORT resources

ONTRAPORT two-way data sync is here!

Help Articles related to syncing ONTRAPORT

Ontraport

Can I sync Company/Account information?

Syncing company related information on the contact level.

Start syncing your ONTRAPORT contacts
two-way with more than 210 other apps