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Get more done with Tidio and Ontraport integration

Log Tidio conversations to Ontraport and see the contact's campaigns and orders.

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Contact sales

Integration availability depends on your Tidio plan.

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Category

Marketing Automation

Integration availability depends on your Tidio plan.

Compare plans

Use cases

What you can do with Tidio and Ontraport

Start with the whole record

Ontraport tags, orders and campaigns mean the agent knows who they are talking to.

Stop a sequence at the right time

A customer who complains in chat can be tagged out of an Ontraport campaign.

Answer order questions

Transaction history in Ontraport covers what was bought and when.

Keep the record complete

Conversations logged as notes mean the next person has the context.

Overview

Ontraport is CRM, email and commerce in one place, which means the record it holds is the whole customer: tags, campaigns, orders, deals. A chat that ignores that starts from nothing. Connecting Ontraport to Tidio puts the contact's history in front of the agent and writes the conversation back as a note, and a tag applied in chat can start or stop an Ontraport sequence. Ontraport stays the system of record.

Key features

  • Contact history in the chat Tags, orders and campaign state from Ontraport.
  • Tags applied from chat A tag can start or stop an Ontraport sequence.
  • Conversations logged Each chat becomes a note on the Ontraport record.
  • Purchase history in view Answer an order question without another tab.
Ontraport logo

Ontraport

Marketing Automation

Tags

  • Marketing Automation

  • Email Marketing

How it works

Connect Ontraport in minutes

  1. 1

    Connect Ontraport and Tidio

    Zapier, Integrately or Make links the two, or the Tidio API and the Ontraport API talk directly.

  2. 2

    Match on email

    The email in the chat finds the Ontraport contact, or creates one when there is none.

  3. 3

    Write back what matters

    A short note and a tag. Ontraport keeps the campaigns and the history.

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Frequently asked questions

Common questions about the Ontraport integration

Should chat tags drive campaigns?

Sparingly, and with names that say what they mean. A tag that stops a promotional sequence after a complaint is genuinely useful. Twenty tags applied by different agents with slightly different rules turns Ontraport automation into something nobody can predict.

What should be logged on the contact?

A short note with the outcome, not the transcript. Ontraport records get read by people scanning for what happened, and a wall of pasted chat makes that harder. Keep a link to the full conversation for the rare case somebody needs it.

Is the Ontraport integration available on my plan?

Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Ontraport integration.