Hey Zapier Community,
We're looking to integrate Ontraport to Salesforce.
- Is the integration possible with both Salesforce Essential and Professional editions?
- Rule based auto-add/update Ontraport contacts to Salesforce and vice-versa?
Thank you!
Hey Zapier Community,
We're looking to integrate Ontraport to Salesforce.
Thank you!
Best answer by AndrewJDavison_Luhhu
Hi
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?
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.