22 min of content
Home > Ontraport for sales teams > Integrations
SUMMARY
Integrations
access_time
videocam
3 lessons
Seamlessly connect Ontraport with your email inbox to keep all your customer communication in one place, and integrate with Google Calendar for all your appointment and scheduling needs.
14-day free trial. No commitment.
SECTION OVERVIEW
Lessons for integrations
Integrate your personal email account with your Ontraport account using Email Sync to organize and manage your interactions all in one place. And trigger automation when someone sends you an email!
You'll learn
- How to get connected with a single sign-on (SSO)
- How to select which inboxes to import
- How to update an old connection
- How to delete a connection you no longer need
- How to fire automation based on receiving an email
With Ontraport Calendar, you can manage appointment booking, reminders and follow-up in one place. Easily send automated reminders, kick-off appointment follow-up, and more.
You'll learn
- How to create one-time or recurring events
- How to send event notifications only to the people who need them (like the non-responders)
- How to create event templates for recurring events
- How to access your contacts’ events in Quick View
Ontraport Calendar’s two-way sync with Google Calendar makes it possible to manage your schedule in either calendar. Get them connected and use Ontraport’s event templates to kick off any automated process you can imagine.
You'll learn
- How to integrate your Google Calendar into Ontraport
- How to automate recurring events using template rules
- How to automatically handle cancels, no-shows and reschedules to save administrative hassles
- Types of events where templates can be useful
- How to disconnect and reconnect your two-way sync if your Google account changes
Features
© Ontraport 2024
playlist_add_check
PCI DSS, Level 1
security
Privacy Shield Certified