Your business probably runs on more than one app. Zapier connects Ontraport to many of them without any code, so information moves between your tools on its own. Here's how Zapier works, how to connect it to Ontraport, and what people use it for most.
In Zapier, an automated workflow is called a Zap. Every Zap answers three questions. Which app are you connecting to Ontraport? What event starts the workflow? That's the trigger, and it works a lot like a trigger in an Ontraport automation. And what should happen in response? That's the action. For example, when someone fills out your demo request form in Ontraport, a Zap could post an alert in your team's chat app, so a rep can follow up right away.
Zapier's Ontraport triggers and actions work with contacts, not custom objects.
To connect the two, Zapier needs an API key and App ID from your Ontraport account. Hover over your profile icon and click Administration. Then go to Integrations, open Ontraport API Instructions and Key Manager, and click New API Key.
If an API Application form appears, fill it out and submit it. Approval takes one to two business days, and then you come back to the same page. Give the key a name, choose a contact owner, and click Save. Leave the key options unchecked. They only apply to the old, deprecated API. Make a separate key for each integration and name it after that tool, in this case "Zapier." That makes troubleshooting much easier. And don't share your key with anyone, because it works on your live account data.
You'll also find Zapier listed under Administration, then Integrations. In Zapier, connect your Ontraport account using your App ID and API key, then connect the other app. You can build a Zap from scratch or start from a ready-made template. Choose your trigger, choose your action, and map the contact details you want to pass along. Before you turn it on, test it with a real record and check that the right thing happened in both apps.
Here are the uses the Support Center documents. Send submissions from forms built in other tools, like Google Forms, Gravity Forms, JotForm, Ninja Forms or Wufoo, into Ontraport, so your contact records stay current. Connect webinar tools, like WebinarJam, EverWebinar, GoToWebinar and Zoom, to register contacts and add or update them in Ontraport. And connect course platforms, like Teachable.
Here's one example. A Zapier template for Zoom registers a contact for your webinar when you add a tag called "Zoom Registration" in Ontraport. To make that hands-free, build an automation that starts when a contact submits your signup form and adds that tag with a Change tags element. Ontraport tags the contact, and Zapier does the rest.
If the standard triggers and actions don't cover what you need, Zaps can also start from a webhook, send a webhook, or run custom code. Zapier's help center explains how.
Ontraport Support helps with connections made through Zapier. For questions about the other app, contact that app's support team. And most Ontraport integrations need a Plus plan or higher, so check the pricing page for your account.
So: create a dedicated API key, connect Ontraport in Zapier, and pick a trigger and an action to keep your apps working together. That wraps up Ontraport for sales teams. Next up is the Ontraport for payments course, where you'll set up how you get paid.