Today in class, we are going to learn how to set up a direct integration between Ontraport and Bonjoro. You can watch the video below to see a live set up or simply follow the steps written out at the bottom of the page.
Head over to the automation page! Find Ontraport on the page and click See More or click 'Start New Automation' if you already have an integration set up.
Select a Service: This starts our integration. Select Ontraport from the list then click Continue.
Choose a Trigger: Contact Added will be your action so please click that and then hit Continue.
Select an Account: Now it's time to add your 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 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: Next, we need to set up who the Bonjoros are going to be assigned to and add a reason. Assignee is going to either be your email that is connected or, if you are a part of a team, you can select a team member. This is who the Bonjoro is going to be assigned to once it is pulled into the To-Do list. Reason is any tag you would like to show on the account when they are in the to-do list. This will be listed under the contacts name. Click Continue. Attributes: You can select which attributes you'd like to pull in with your contact details. More information here.
Finishing Touches: Turn it on by toggling the gray switch from off to on.
Email us if you have any questions or need any help! [email protected]