Best answer

Ontraport to Salesforce Professional Integration

  • 6 December 2019
  • 2 replies
  • 62 views

Userlevel 2

Hey Zapier Community,

We're looking to integrate Ontraport to Salesforce.

  1. Is the integration possible with both Salesforce Essential and Professional editions?
  2. Rule based auto-add/update Ontraport contacts to Salesforce and vice-versa?

Thank you!




icon

Best answer by AndrewJDavison_Luhhu 6 December 2019, 11:48

View original

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Userlevel 7
Badge +10

Hi @Luen_Supa1 - welcome!

So, the good news is that you can connect either the Essential or Professional versions of Salesforce. So you're all good there.

You can trigger on new/updated contacts in both Salesforce and Ontraport, and you can also create/update contacts in Ontraport and Salesforce, so bulding a two-way sync is definitely possible.

The implement rules, you'll want to use Filter steps:

Add conditions to Zaps with filters One thing to be aware of is the risk of creating a loop scenario where zaps trigger each other back and forth, for infinity and beyond! So plan your filters carefully to stop this.

Hopefully, that all makes sense?


Userlevel 2

Super helpful! Thank you AndrewJDavison_Luhhu