How to Integrate Ontraport with QuickBooks?
Ontraport is a CRM and sales automation solution that helps businesses streamline their sales processes, manage customer interactions, and improve overall productivity. Businesses can store and manage contacts, deals, and companies create new record types, and make relationships between them to manage and automate any processes according to their requirements. It also offers a drag-and-drop pipelines feature that helps businesses track contacts and create as many pipelines as required including customer onboarding, projects, launches, online funnels, and retention tracking. In this article, we will discuss how to integrate Ontraport with QuickBooks.
What Are the Advantages of Integrating Ontraport with QuickBooks?
These are the benefits of integrating Ontraport with QuickBooks.
- Allows users to synchronize contact information, add new customers, and create invoice payments from Ontraport orders.
- Offers several prebuilt data types, including deals, companies, surveys, and events that can be used in customizing the platform to match business requirements.
- Provides a step-by-step view of every advertisement, contact clicked, page visited, email opened or clicked, and resource downloaded.
- Enables users to create calendars for each type of appointment offered, and share the link via email, text, or on their website.
How to Integrate Ontraport with QuickBooks?
Ontraport seamlessly integrates with both QuickBooks Online and QuickBooks Desktop. Below, explore the step-by-step guide to effortlessly integrate Ontraport with QuickBooks Desktop.
- Log into your Ontraport account.
- Click on your profile picture and navigate to Administration > Integrations > Ontraport API Instructions and Key Manager.
- Click on the “+ New API Key” button.
- Name your API key and App ID, set the contact owner, and click “Save.”
- Log into Connex for QuickBooks.
- Click “My Connections” and select Ontraport under “Solution Name.”
- Add your API key and App ID.
- Download and install QuickBooks Web Connector.
- Launch QuickBooks.
- Navigate to File > App Management > Manage Web Apps.
- Click “Set up” next to the Ontraport application.
- Select “Connect to QuickBooks.”
- Go back to QuickBooks, a confirmation window will pop up, click “Done.”
Apps4Rent Can Help with Ontraport and QuickBooks Integration
Integrating Ontraport with QuickBooks can provide businesses with a powerful suite of tools for managing their financial data, gaining valuable customer insights, improving sales forecasting, and enhancing their marketing automation capabilities.
As an Intuit Authorized Hosting Provider, Apps4Rent offers QuickBooks cloud hosting plans according to business requirements and hosts it from highly secured top-tier SSAE 16 data centers in New York and New Jersey. With a proven track record of more than 200 successful third-party integrations, we can help you in integrating Ontraport with QuickBooks at no extra cost. Call, chat, or email our experienced cloud consultants, who are available 24/7 for inquiries.
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