Integration

Ontraport Integration

The integration with ONTRAPORT will enable Contact data sync between both systems. The OS integration will allow you to: Pull new ONTRAPORT Contacts into OS Auto-update OS Contacts as their details are updated in ONTRAPORT Create new ONTRAPORT Contact from OS, and Add to Sequence See recent ONTRAPORT Activity history from Contact Profiles  [in development] Assumptions: You have Admin access to your ONTRAPORT cloud account.   Setup ONTRAPORT Integration Use of […]

Magento Integration

The integration with Magento will enable Customer-Contact data sync between both systems. The OS integration will allow you to: Pull new Magento Customers into OS Warn you when a Magento Customer has updated their Profile information Create new Magento Customer accounts from OS See recent Customer order history from Contact Profiles  [in development] Assumptions: You have Admin access to your Magento cloud account.   Setup Magento Integration […]

Constant Contact Integration

As part of our commitment to building out seamless integration with other 3rd party productivity tools, the integration with Constant Contact will allow authorized users to send out their own group communication/marketing emails to a select list of clients. Alternatively, you can choose to manage email marketing and templates at an administrative level, to monitor outgoing […]

Basic Zoom Meeting

The OS comes loaded with a Basic video conferencing package: Access to one Basic Zoom.us seat for your site, integrated with your Meetings Dashboard Video Conference Manager. Online Meetings, Simplified One-click start and join, once downloaded Get high quality (HD) video and screen sharing capabilities Annotation capabilities Mobility: Connect from Anywhere Connect from a Mac, Windows, […]

Pro Zoom Meeting Integration

The Pro video conferencing package allows you to integrate your own Zoom.us pro account with the OS. The tight integration allows everyone with a seat on that account to access additional features, including: Single Sign-on for Zoom.us through OS Meeting Dashboard Integration Meeting recordings through Zoom In order to upgrade, you must be registered for: Business Plan Education Plan Or […]

Run a Video Conference

This article will walk through how to Start a screen share or video conference meeting, invite Participants and End/Cancel a Zoom.us meeting from OS. Before beginning, please download Zoom.us on your laptop, tablet or smartphone. Schedule a Meeting Schedule a video conference meeting from your Meetings Dashboard, My Video Conference Manager widget. Click Schedule Meeting […]

Join a Meeting

This article will help you Join a meeting that you have been invited to, using OS’s Zoom.us video conferencing tool. Before beginning, please download Zoom.us on your laptop, tablet or smartphone. Join a Meeting from OS If you are in OS, you can join your meeting directly from the Meeting Dashboard by clicking If you […]

Google Integration

The OS system is integrated with your Google Account.   At the moment, the extent of the integration with your Google account consists of the following: Login: Once you are logged into your Google account, you are automatically logged into the OS* Gmail: Send an email from your Google email account directly from the OS (More of […]