Ontraport + Salesforce Integration

Integrate Ontraport to Salesforce in one click, or tell Integrately AI how you want each contact handled. Sync customer records, update your pipeline, and track every conversion 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
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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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
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Ontraport + Salesforce Integration

Create records, sync contacts, update leads, and manage pipelines, all in just one click.

Most popular automationsmost-popular-automations
Ontraport + Salesforce Integration

Create Salesforce record for new Ontraport response

When you receive a new Ontraport response, automatically a record is created for you with the responses from Ontraport in Salesforce. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Salesforce with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
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Ontraport + Salesforce Integration

Create Salesforce contact for new Ontraport response

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

Create Ontraport contact for new Salesforce record

Are you tired of manually creating Ontraport contact for every new Salesforce record? Well, there's a better way! With our new automation, you can automatically create Ontraport contact for new Salesforce records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Ontraport {{action.Contact} creation!
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Ontraport + Salesforce Integration

Create Salesforce 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 Salesforce 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 + Salesforce Integration

Create Salesforce opportunity for new Ontraport response

Integrating your Salesforce with your Ontraport, can help you automatically create new opportunitys 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 - Salesforce 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 + Salesforce Integration

Create Salesforce record for new Ontraport contact

When a new contact is created in your Ontraport software, automatically create a record for them in your Salesforce. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Ontraport + Salesforce Integration

Create Salesforce opportunity for new Ontraport contact

This automation makes it easy to create new opportunitys 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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Ontraport + Salesforce Integration

Create Salesforce task for new Ontraport response

It's important to stay on top of your customer relationships, and one way to do that is to create Salesforce tasks for new Ontraport responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Salesforce task for new Ontraport response received today - your customers will thank you for it!
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Connect more apps to your Ontraport + Salesforce flow

Sync your core customer data across email marketing, payment platforms, and team communication tools. Pick a combination and activate it in one click.

Ontraport
Salesforce
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
HubSpotHubSpot (4)
+
CalendlyCalendly (4)
+
Google SheetsGoogle Sheets (4)
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SlackSlack (4)
M
O
S
Add every new Mailchimp subscriber to your Ontraport account, and create a corresponding record in Salesforce
New Mailchimp subscribers immediately appear in Ontraport and Salesforce, keeping all three platforms synchronized without manual exports.
O
M
S
Create a Mailchimp subscriber from every new Ontraport contact, and update the matching record in Salesforce
Ontraport contacts automatically populate your Mailchimp audience while Salesforce records reflect the latest contact details.
M
O
S
When a Mailchimp campaign is sent, log the activity in Ontraport and create a task in Salesforce
Marketing outreach recorded in Mailchimp instantly updates Ontraport profiles and creates follow-up tasks in Salesforce.
M
O
S
Use ChatGPT to analyze new Mailchimp subscriber engagement, update Ontraport, and create a Salesforce record
AI evaluates subscriber signups from Mailchimp, enriches Ontraport profiles, and sets up qualified records in Salesforce.

Supported triggers and actions for Ontraport and Salesforce

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
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Create product in Ontraport
Adds a new product to the system
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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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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Ontraport + Salesforce?

Streamline your customer data workflows by connecting Ontraport triggers directly to Salesforce actions.

What you can automate?
🔄
Sync every new contact between platforms instantly
Automatically create a Salesforce record the moment a contact is created in Ontraport. Eliminate manual data transfer and keep both databases identical.
📋
Capture every submitted form field accurately
Map all custom answers from Ontraport form submissions directly into your Salesforce records. Ensure your sales reps see complete prospect details.
🔔
Alert your team the moment a lead arrives
Trigger instant notifications in team communication channels whenever new high-value contacts or transactions are logged in Ontraport.
🔀
Route records based on submitted criteria
Send contacts to specific Salesforce pipelines or assign tasks depending on tags or form fields submitted in Ontraport.
✏️
Keep CRM records updated as details change
Automatically update existing Salesforce records whenever contact information or tags are modified in Ontraport.
🔍
Prevent duplicate records with smart search
Search existing Salesforce records before creating new entries to ensure your database remains clean and organized.
💳
Log transactions and update payment statuses
Automatically record Ontraport transactions and update corresponding opportunity stages in Salesforce when payments occur.
🔗
Extend workflows to popular third-party apps
Connect your core Ontraport and Salesforce pipeline with Slack, Google Sheets, or Stripe for complete operational visibility.
And much more...

Who is Ontraport + Salesforce integration for?

Connecting Ontraport and Salesforce eliminates manual data entry, keeping customer records, marketing lists, and sales pipelines perfectly aligned across your entire organization.

Sales Operations Managers
Sales Operations Managers
Business Development Reps
Business Development Reps
Account Executives
Account Executives
Marketing Directors
Marketing Directors
Customer Success Leads
Customer Success Leads
Financial Analysts
Financial Analysts
📈
Sales Operations Managers
You're managing pipeline data across platforms, but manual exports leave your CRM records outdated, so executive pipeline reports fail to reflect current deal stages — this integration means every new Ontraport contact and transaction updates Salesforce instantly, keeping your reports accurate.
Business Development Reps
You need to follow up with inbound leads the moment they arrive, but notification delays leave prospects waiting hours for a response, so conversion rates suffer — this automation means every form submission triggers immediate Salesforce record creation, letting your team connect instantly.
🤝
Account Executives
You coordinate client onboarding with external stakeholders who demand up-to-date pipeline status, but manual tracking leaves gaps in your progress history — automating both apps means every deal stage change in Ontraport updates Salesforce records in real time.
🚀
Marketing Directors
The volume of campaign signups is too high for anyone to keep CRM records current by hand, leading to missed follow-ups and unassigned leads — connecting these apps means every contact and tag change flows smoothly into Salesforce without manual intervention.
🎯
Customer Success Leads
You depend on upstream marketing data to onboard new buyers, but delayed handoffs leave customers waiting for outreach — this integration means every transaction and form submission in Ontraport populates Salesforce records the moment it happens.
📊
Financial Analysts
You need a reliable history of incoming revenue and transactions, but manual ledger updates keep finding gaps between payment tools and CRMs — automating both apps means every transaction in Ontraport creates corresponding Salesforce records without missing a single entry.
Our team

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Why choose Integrately to automate Ontraport + Salesforce

Build and manage your Ontraport + Salesforce 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 + Salesforce 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Ontraport to Salesforce?
Frequently Asked Questions
You can connect Ontraport to Salesforce in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for you. It syncs contacts and records seamlessly alongside tools like HubSpot, Stripe, and Slack.
Can I automatically sync new Ontraport contacts into Salesforce records?
Frequently Asked Questions
Can I connect Ontraport, Salesforce, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Ontraport and Salesforce?
Frequently Asked Questions
How does Ontraport handle contact creation and updates in this integration?
Frequently Asked Questions
How does Salesforce record updates trigger changes in Ontraport?
Frequently Asked Questions
Do I need coding skills to automate Ontraport and Salesforce?
Frequently Asked Questions
Is the Ontraport and Salesforce integration free?
Frequently Asked Questions
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