Connect Ontraport to WordPress and Much More

Seamlessly connect Ontraport to WordPress with Uncanny Automator. Create and update contacts, automatically tag users and upgrade your marketing automation.

Are you looking for a way to sync your WordPress website with Ontraport? Maybe you want to turn your WordPress users into Ontraport contacts? Or, maybe you’re trying to tag your contacts based on their Woo or EDD purchases?

Whatever the reason, however you want to upgrade your marketing automation efforts, you’ve landed on the right page.

In this step-by-step walkthrough, we’ll introduce you to the #1 Ontraport and WordPress integration: Uncanny Automator.

By the end of this guide, you’ll be able to create a seamless connection between your Ontraport CRM and WordPress website. Automate the process of creating, updating and tagging your contacts with ease. You can even automate your GDPR compliance!

But that’s enough of an introduction for now. Let’s get started.

Why Connect Ontraport to WordPress with Automator

Uncanny Automator is the #1 automation and integration tool for WordPress websites. Using simple (yet powerful) combinations of triggers and actions called recipes, Automator allows you to connect all of your favorite apps and plugins.

Automating workflows across your various platforms and tools is, however, just the tip of the iceberg when it comes to Automator’s capabilities. Specifically, when it comes to connecting Ontraport to WordPress, there are some key features that make Automator standout.

• Affordability: Unlike other automation and integration tools, Automator doesn’t charge per automation fees. That means you can sync dozens, hundreds or even thousands of contacts between Ontraport and WordPress without incurring any additional costs. The more you automate and integrate, the more you save!
• Ease-of-Use: Automator’s user-friendly click-and-play interface means that you can automate complex workflows in just a few clicks—and even fewer minutes. Simply select the integrations you want in your automated workflow, choose a few triggers and actions and let Automator do the work.
• Seamlessness and GDPR Compliance: Automator integrates fully with your WordPress website and your chosen apps and plugins. Using tokens, you can segment your Ontraport contacts using any data from your WordPress website, including order information, course progress, social links, login dates, and anything else you can think of. Moreover, because Automator is fully integrated with your WordPress website and apps, you can automate your GDPR compliance.
• Integrations and Addons: Automator has 200 integrations with more on the way all of the time. In case that wasn’t enough, Automator’s Custom User Fields, Restrict Content and User Lists addons makes managing your WordPress content and connecting it with Ontraport that much easier.
• Scalability: Want to replace one tag with another across thousands of contacts? As your WordPress business grows and your user and contact lists get longer, you’ll appreciate Automator’s Post Loops and User Loops features. Loops give you the ability to create and manage countless contacts with the click of a button.

Ready to connect Ontraport to WordPress and upgrade your marketing automation software? Get your Automator Pro license now so you can follow along>>>.

Not sure that Automator is for you? No worries. Download the FREE FOREVER version of Automator then register your account. You’ll get a limited number of app credits so you can connect Ontraport to WordPress—and so much more!

Tag and Segment Woo and EDD Customers in Ontraport

Now that you have your Automator Pro license or some app credits in your account, let’s take a look at creating our first Automator recipe.

In the recipe pictured above, we’re able to tag our Ontraport contacts based on their Easy Digital Downloads (or WooCommerce, if you prefer) purchases. This is one of the simplest yet most powerful ways to segment your audience.

Here’s how we did it.

Step 1: Create a New Recipe

From your WordPress Admin Dashboard, navigate to Automator > Add new recipe. In the popup window that appears, select Logged-in users.

Step 2: Name Your Recipe

Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Tag EDD Customers in Ontraport”.

Step 3: Configure Your Trigger(s)

In the Trigger panel, from the menu of available integrations, select Easy Digital Downloads or Woo, depending on your preferred ecommerce platform.

From the dropdown list that appears, select A user purchases a download.

(Note: If you are using Woo, you can select the trigger A user completes, pays for, lands on a thank you page for an order with a product.)

Automator will prompt you to select a download. Once you’re finished, click Save. Your completed trigger should look something like this:

Step 4: Configure Your Action(s)

In the Actions panel, click Add action and select Ontraport.

If you haven’t already connected your Ontraport account, simply click Connect account and follow the instructions. You’ll need your Ontraport App ID and API Key. You can create and locate this information by navigating to Profile > Administration > Integrations > Ontraport API Instructions and Key Manager.

Once you’ve connected your account, return to the recipe editor. From the dropdown list that appears, select Add a tag to a contact.

Automator will prompt you to select a tag and the contact’s email address. To select a tag, simply choose from the list of tags. If you do not see the tag you’re looking for, simply click Refresh options.

In the Email field, we’re going to use a token (i.e., dynamic data pulled from your WordPress website and from within recipes) to identify the contact to tag.

To use tokens, simply click on the Asterisk and select the corresponding token. For example, you will want to select the “User email” token.

Once you’re finished, click Save. Your completed action should look something like this:

Step 5: Go Live!

You’re just about ready to connect Ontraport to WordPress and automate your tagging and segmentation workflows. All that’s left for you to do is toggle the recipe from Draft to Live.

That’s it! You’ve just connected Ontraport to your WordPress ecommerce platform.

Want to make more tasty time-saving and revenue boosting recipes like this one? Get your Automator Pro license now if you haven’t already and unlock unlimited app credits>>>.

Create and Update Ontraport Contacts from WordPress Users

Now that you’ve created your first Ontraport and WordPress integration with Automator, let’s take a look at some more advanced features.

In the recipe pictured above, we’re able to create Ontraport contacts from our WordPress user lists with the click of a button. Even better, with some minor adjustments, we can update dozens, hundreds or even thousands of contacts all at once.

Here’s how it’s done.

Step 1: Create and Name a New Recipe

From your WordPress Admin Dashboard, navigate to Automator > Add new recipe. In the popup window that appears, select Everyone.

Give your recipe a name that makes it easy to recognize at a glance. For example, we have named this recipe “Create Ontraport Contacts from WordPress Users”.

Step 2: Configure Your Trigger(s)

In the Trigger panel, from the menu of available integrations select Run now.

From the dropdown list that appears, select Trigger recipe manually. Your completed trigger should look like this:

Step 3: Configure Your Loop Action(s)

In the Actions panel, click Add and select User loop.

Within the Loop pane, click Add action and select Ontraport.

From the dropdown list that appears, select Create or update a contact.

Automator will present you with a form to fill out your new contacts’ information. Fill out the fields using tokens. For example, in the Email field, we selected the loop token “User email”.

If you have an Automator Pro – Plus or Elite license, you can use Automator’s Custom User Fields Addon to sync our contact’s social media profiles to Ontraport.

Once you’re finished, click Save. Your Loop pane should look like this:

Step 4: Configure Your Loop Filter(s)

As our recipe stands, Automator will add every WordPress user who isn’t an Administrator to our Ontraport CRM. By default, Automator will always add the loop filter “User Criteria: does not have Role: Administrator” to every new User loop.

You can Edit or Delete this filter by clicking the corresponding icons.

For example, we have edited the filter to select only WordPress users with the role “Customer”.

Alternatively or additionally, if you want to add multiple actions to your User loop, you can add a filter to the individual action(s). For example, we have added an individual action filter to only include users with a specific email domain.

Once you’re finished, click Save. Your Loop pane should now look something like this:

Step 5: Run now

Ready to create and update thousands of WordPress users in Ontraport as contacts? All you have to do is click Run now and let Automator handle the busywork.

Now that you’ve gotten the hang of using Automator’s Loops feature, try adding additional Ontraport actions to segment your contacts as you create them.

Looking for more ways to improve your marketing automation? Upgrade to an Automator Pro – Plus or Elite license to gain access to powerful addons>>>.

More Exciting Ways to Connect Ontraport to WordPress

By now, you’re practically an expert at creating Ontraport and WordPress integrations. Nevertheless, here are some great additional recipes that you try out to further augment your marketing automation efforts.

Create Ontraport Tags from Woo Products

Tags are one of the most effective ways to segment your marketing audience. However, syncing your Ontraport tags and keeping them up-to-date with your WordPress business can be tedious work.

With the recipe pictured above, however, we’re able to automatically and dynamically create Ontraport tags whenever we release a new product on our WordPress website. We can make small adjustments to this recipe to create tags for everything from courses to events and even custom meta.

Automate Ontraport GDPR Compliance

Saying goodbye to your contacts is never easy. But, with the recipe pictured below, you can make that process a little less painful.

Once one of our WordPress users submits our WPForms “GDPR Right to Erasure Request Form”, Automator will handle the bittersweet process of deleting the user’s information from WordPress and Ontraport.

Unlock the full potential of your Ontraport marketing automation platform with an Uncanny Automator Pro license today>>>.

Frequently Asked Questions

Conclusion

Connecting Ontraport to WordPress can supercharge your CRM and marketing automation workflows.

In this walkthrough, we showed you how to seamlessly connect Ontraport to WordPress to tag and segment your contacts, create and update contact information and even remain GDPR compliant.

By now, you’ve got all of the tools you need to create even more Automator recipes to further integrate Ontraport and WordPress.

In case you haven’t already, make sure to upgrade to an Automator Pro – Plus or Elite license to take advantage of powerful addons>>>.

Until next time, happy automating!

Brendan Da Costa

Brendan Da Costa is a WordPress content writer with a Shakespearean-level gift of gab (his words, not ours). He left a successful career in economics to pursue his passion for writing and discovered the wonderful world of WordPress while building his own website to showcase his work. As a self-taught enthusiast who spends more time tinkering with plugins and themes than he would care to admit, Brendan writes equally for WordPress beginners and veteran developers alike. With his unique blend of expertise and creativity, he continues to elevate the digital landscape one WordPress article at a time.

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