Ontraport

Home/CRM/Ontraport

Add Contacts to Ontraport Campaigns from FuseDesk

All of your Ontraport Campaigns are available for your team to use inside of FuseDesk. From a case, click into Add to Campaign and choose which Ontraport Campaign you'd like to add your contact to. Click Add and the contact will be added to the selected Campaign inside of Ontraport. Note that contacts can only [...]

Ontraport|Comments Off on Add Contacts to Ontraport Campaigns from FuseDesk

Applying Ontraport Tags to Contacts from FuseDesk

Your Ontraport Tags are available for your team to use inside of FuseDesk. From a case, click Automation and choose which Ontraport Tag you’d like to apply to your Contact. Click Apply and the contact will be tagged inside of Ontraport. Tagging a contact is a great way to trigger powerful automations in Ontraport without [...]

Ontraport|Comments Off on Applying Ontraport Tags to Contacts from FuseDesk

Importing Ontraport Email Templates to FuseDesk

All of your Ontraport Email Templates are available for you to use inside of FuseDesk. To import your Email Templates, head to Settings, Templates, Email Templates. Click the blue Import button and choose all of the Ontraport Email Templates you'd like to import to FuseDesk. After you've imported, you can edit your new email templates [...]

Ontraport|Comments Off on Importing Ontraport Email Templates to FuseDesk

Connecting FuseDesk to Ontraport

Ontraport users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting Ontraport during Setup If you're setting up your FuseDesk app for the first time, simply click "Connect to a CRM" from sidebar under App Setup. Connecting Ontraport after Onboarding If you have already completed your FuseDesk onboarding and you want to [...]

CRM, Featured, Ontraport, Setup|Comments Off on Connecting FuseDesk to Ontraport

Disconnecting FuseDesk from your CRM

If you have changed CRMs or are simply no longer using your CRM, you can easily disconnect FuseDesk from existing CRM. To disconnect FuseDesk from your CRM, login to FuseDesk as an admin and head to App Options under Settings. Scroll down to CRM and click the red Disconnect CRM button. Depending on your CRM, [...]

ActiveCampaign, CRM, Infusionsoft by Keap, Ontraport|Comments Off on Disconnecting FuseDesk from your CRM