How to Connect Ontraport as Data Destination
The integration will allow you to add contacts or delete contacts in Ontraport based on data from other systems. For example, you can perform the above actions with contacts by pulling them from your website, landing page or Google Sheets. This will allow you to efficiently automate your workflows and save you a lot of time by eliminating the need to manually add or delete each contacts.
Let's go through the entire Ontraport setup steps together!
Navigation:
1. What will integration with Ontraport do?
2. How do I connect my Ontraport account to ApiX-Drive?
3. How can I setup data transfer in Ontraport in the selected action?
4. An example of the data that will be sent to your Ontraport.
5. Auto-update and update interval.
To do this, click "Start Configuring Data Destination".
Select the system as Data Destination. In this case, you must specify Ontraport.
Next, you need to specify an action, for example, "Add / Update CONTACT".
- Add / Update CONTACT - selected contacts will be added in your Ontraport account.
- Delete CONTACT - selected contacts will be delete in your Ontraport account.
The next step is to select the Ontraport account to which will be sent the data.
If there are no accounts connected to the ApiX-Drive system, click "Connect account".
In the window that opens, fill in the "API Key" and "APP ID" fields.
To do this, let's go to the Ontraport personal account.
In the upper right corner, in the pop-up menu, go to the "Administration" tab.
Go to the "Integrations" tab and then to the "Ontraport API instructions and key manager" tab.
Click on the "New API Key" button, fill in all the fields and give all access.
In the "Contact Owner" field, you need to specify "Me" and give all permissions.
After that, copy and paste the APP ID and API Key into the appropriate fields in the ApiX-Drive system.
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Next, you need to specify from the dropdown field where the Email will be taken from the Data Source for adding or delete.
Now you can see how it will look like sending data to add a new Contact, according to the selected data.
Click "Send test data to Ontraport" and check the result in the Ontraport contact list.
If something does not suit you - click "Edit" and go back one step.
If everything suits you, click "Next" to continue the setup.
This completes the Data Reception setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes setup Ontraport as Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!