Want to connect your favorite CRM to your favorite video platform? Well, you are in luck! You can connect Ontraport to Bonjoro in a few easy to follow steps. All direct Bonjoro workflows have a Trigger and Action. The trigger is the event in Ontraport, e.g. New Contact or Tag added to contact, that will cause a contact to be added to your Bonjoro tasklist - the action.
Follow the simple steps below to integrate with Ontraport and power your Bonjoro workflows.
Start at on your Workflows tab, and click 'Add a workflow'
This will launch the workflow editor.
Select a Service: This starts our integration. Select Ontraport from the list then click Continue.
Choose a Trigger: Contact Added or Tag added to Contact - please click on one to select it and then hit Continue.
Select an Account: Now it's time to add your Ontraport account. Select Add Account. This will bring up another window for you to add your Ontraport credentials.
Get your Keys: Head over to your Ontraport account click on you profile at the top right > Administration > Integrations (left-side of screen) > Ontraport API instructions and key manager. You will find the keys here if you have set up an API previously - otherwise please click the purple button 'New API Key'. Select the contact owner from the drop down, change the name of the key to reflect it's for Bonjoro on the top left if required, then click save on the top right. Copy the resulting codes into API key and App ID fields as above in Bonjoro authentication pop up.
Test the authentication: Once you have input the API Access information the window will close and you will see the gray TEST button on Bonjoro, click that. If it turns green with a check mark you are good to go. Next, click SELECT then CONTINUE.
Select a Service: Select Bonjoro and hit Continue.
Choose an Action: Click Create a Bonjoro then Continue.
Configure Options:Attributes; You can select which attributes you'd like to pull in from Ontraport about your contact. This lets you quickly and easily add layers of personalisation to the message. More information here. This is optional.Assignee; if you are the only person on your account this will be your email. If you are a part of a team, you can select the team member you wish to assign the video messages to on your task-list. You must select an assignee before you click continue.Reason; this is the information that will be listed on the contact when it shows up in Bonjoro in your task-list. It will display under the contacts name so you you can see which workflow it belongs to. Click Continue once you have completed the two fields.
The Finishing Touches: Give your workflow a name so you can easily recognise it on your list of workflows. Then it's time to turn it on! Toggle the gray switch from Off to On. Then click Go to workflows.