Tasks notify team members to do something, like make a phone call or review an application. Then, the outcome of the task is captured to automate what happens next.
Solutions keyboard_arrow_down keyboard_arrow_up 
Sales + 
Marketing 
Pages +
Our Solutions
Ontraport's solutions work together to give you everything you need to run your business in one centralized, easy-to-use platform.
Get a demoarrow_forward Sales + CRMarrow_forward
Segment + Organizearrow_forward
Smart Pipelinesarrow_forward
Unified Contact Historyarrow_forward
Task Automationarrow_forward
Custom Objectsarrow_forward
Lead Scoring + Routingarrow_forward
Marketing Automationarrow_forward
Campaign Automationarrow_forward
Email + SMS Messagingarrow_forward
Email Deliverabilityarrow_forward
Tracking + Attributionarrow_forward
Facebook Custom Audiencesarrow_forward
Pages + Formsarrow_forward
Drag-and-Drop Editorarrow_forward
Membership Sitesarrow_forward
Form Buildersarrow_forward
Dynamic Contentarrow_forward
WordPress Integrationsarrow_forward
Resources keyboard_arrow_down keyboard_arrow_up 
Pricing Chat chat Resources
Find free content on the latest marketing strategies, using Ontraport in your business, and finding the right software.
Visit the blogarrow_forward Research and Education
Ontraport
Blogarrow_forward
Browse a collection of articles on marketing automation, email marketing, CRM, membership sites and more.
Step-by-Step
Templatesarrow_forward
Implement proven marketing processes with our easy-to-follow worksheets and checklists.
In-Depth
Guidesarrow_forward
Download our best-practice guides, complete with data-driven insights and tactics to help you optimize your marketing.
Podcastarrow_forward
Listen in as Ontraport CEO Landon Ray talks with with a star-studded cast of entrepreneurs, marketers and thought leaders.
Marketing
Blueprintsarrow_forward
Learn everything you need to know to develop fundamental marketing strategies with our digital handbooks.
Using Ontraport in Your Business
Software
Comparisonsarrow_forward
See if Ontraport is the right fit for you — compare the top marketing automation and CRM software on the market.
Setup Wizards
Libraryarrow_forward
Our Setup Wizards walk you through the steps to customize and launch a marketing campaign for your business in minutes.
Get the
Factsarrow_forward
View the most frequently asked questions about Ontraport so you can get clarity and feel confident in your buying decision.
Feature Use
Casesarrow_forward
See exactly what you can do with Ontraport, and learn how you can personalize it to perform your specific needs.
Calculate Your
ROIarrow_forward
Get an honest estimate of the return you can expect from an investment in Ontraport's software.
Exploring
Ontraportarrow_forward
Take a guided tour through the five phases of the customer lifecycle in a simulated business powered by Ontraport.
settings
What can task automation do for you?
settings
settings
Automation is amazing, but sometimes the personal touch is best. Real life conversations can be the clincher when making a sale, welcoming a new customer, or answering a lead’s question.
settings
Tasks alert team members to take an action, then team members set automation back in motion based on the outcome. Your pipeline keeps moving and your team’s work gets done.
settings
Deliver choreographed, multi-channel experiences to your customers so they get what they need at the right time, making them more likely to buy and be satisfied with their experience.
settings
How tasks work
settings
You’ll build tasks into your funnels at the appropriate points, such as after a Free Consultation form is filled out or a product is purchased, or you can manually create tasks on the fly. Here’s what happens next.
settings
Team member receives notification via email or text that it’s time to connect with a customer. Notification includes any pertinent information and guidance.
settings
Team member reaches out to customer.
settings
Team member reaches out to customer.
settings
Team member selects the task outcome to dictate the next automated steps.
settings
Team member fills out a form as part of task completion to save information, such as client intake survey responses or date and time of next appointment scheduled.
settings
Team member fills out a form as part of task completion to save information, such as client intake survey responses or date and time of next appointment scheduled.
arrow_drop_down_circle
Divider Text
settings
There are lots of ways you can use tasks
settings
Here are some of the possibilities.
check
Call a lead who meets qualifying factors based on form fill out.
check
Call a customer in response to a support request.
check
Call a lead with a high lead score who is visiting your site right now.
check
Call new clients to welcome them.
check
Call a lead in response to Contact Us form fill out.
check
Send a handwritten thank you note.
check
File medical paperwork in patient’s physical file.
check
Review the response to your proposal.
check
Review testimonials gathered from survey.
check
Respond to customer satisfaction survey negative respondent.
settings
“The automated messaging and task management is the best investment we have made in our company. Nothing is worse for goodwill than dropping the ball on a client. We have our Ontraport system set up to ensure that this never happens.”
settings
- Eric Foronjy, Hague Quality Water
settings
What happens after a task is complete?
settings
When it’s time for the humans to throw the ball back to automation, they’ll simply select from your predetermined possible outcomes to set the next steps in motion.
arrow_drop_down_circle
Divider Text
settings
Related Resources
settings
Check out these creative ways some of our clients integrate Tasks with their automated internal business processes to keep their workflows running smoothly.
settings
settings
The last thing you want to do is micromanage your sales team, but how else can you make sure they aren’t losing out on opportunities because of inconsistent follow-up? There is a better way, and it’s called sales force automation.
settings
settings
Learn how to use Ontraport to assign tasks to your team members, alert them of deadlines, and record outcomes.
settings
settings
Turn your business on with Ontraport.
