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Streamline Your Automation: Updating Ontraport Tags Through Zapier

Published on Feb 28th, 2024

In the fast-paced world of digital marketing, automation is key to staying ahead of the competition. Ontraport, an all-in-one marketing automation platform, provides a comprehensive toolset to manage customer relationships effectively. With Zapier, you can connect Ontraport to hundreds of other services, creating a seamless integration that automates complex workflows without the need for a single line of code.

Updating tags in Ontraport via Zapier is a powerful way to segment your leads and customers based on actions they take, ensuring more targeted and personal communication. Here's a step-by-step guide on how to do it:

Step 1: Set up your Ontraport and Zapier accounts. Make sure you have the necessary login credentials for each platform.

Step 2: Create a new Zap. Log in to Zapier and click the 'Create Zap' button to start building your automation workflow.

Step 3: Choose your Trigger app. This can be any app integrated with Zapier that you want to use to initiate the tag update in Ontraport. For example, you might select an email marketing service or a CRM.

Step 4: Select the Trigger event. Depending on the app chosen, this could be a new subscriber, a sale, or any event that signifies a user action requiring a tag update in Ontraport.

Step 5: Choose Ontraport as the Action app. This signals that the subsequent action will take place in your Ontraport account.

Step 6: Choose 'Create/Update Contact' as the Action event. This will allow you to update existing contacts or add new ones along with the associated tags.

Step 7: Customize the Contact details. Map out the data fields from your trigger app to Ontraport's contact fields, ensuring that essential information is carried over.

Step 8: Set up the Tag. Within the contact customization area, you can specify which tag(s) you want to add or update based on the trigger event.

Step 9: Test the Zap. Zapier lets you test your workflow to make sure it operates as intended. Perform a test by triggering the event in your chosen app and verify that the tag updates correctly in Ontraport.

Step 10: Activate the Zap. Once you're happy with the setup and the test results, turn your Zap on.

Zapier's integration with Ontraport opens up a world of possibilities for automatic tag management, leading to more effective segmentation, personalization, and ultimately, a better customer experience.

By following these steps, you can update tags in Ontraport from Zapier efficiently, which will transform the way you manage your customer interactions and allow you to execute personalized marketing strategies effortlessly.

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