Ontraport is a comprehensive business automation platform for marketing, sales, and CRM processes.
Supercharge your customer interactions and marketing campaigns with AI agents that can intelligently engage leads, qualify prospects, and deliver personalized experiences.
Ontraport excels at marketing automation and customer relationship management. Relevance AI enhances these capabilities with intelligent AI agents that can analyze customer data, automate personalized interactions, and drive engagement at scale.
Intelligent Engagement
The agent leverages customer data to deliver personalized interactions.
Real-Time Insights
Provides actionable analytics to inform decision-making instantly.
Enhanced Customer Experience
Delivers timely responses to inquiries, boosting customer satisfaction.
Relevance AI gives you access to Ontraport's marketing automation and CRM capabilities within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Relevance AI account
- An Ontraport account with access to your contacts and data
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Ontraport data. Relevance AI handles API operations (like GET, POST, PUT, DELETE) in the background—so you don't have to worry about authentication, formatting, or request limits.
Built-in validation and error handling ensure your workflows run smoothly, even when dealing with complex Ontraport operations.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Ontraport + Relevance AI integration without writing code:
- Organize contact data: Maintain clean contact records with standardized field formats.
- Use API endpoints wisely: Choose the appropriate Ontraport API endpoints for contacts, campaigns, and transactions.
- Verify authentication: Double-check OAuth credentials and account permissions before running workflows.
- Start small: Test automations with a limited contact segment before full deployment.
- Monitor API usage: Stay within Ontraport's API rate limits to ensure smooth operations.
