OnRamp Help Center

Integrations & Automation

Connect OnRamp with the tools you already use. Automate processes and streamline your workflows with integrations and APIs.

By Dylan and 2 others3 authors16 articles

Create Project AutomationsUse automations to reduce manual work, keep data in sync, and ensure your projects stay on track.

CRM Integrations

Sync project details and activity with your CRM systems like Salesforce and HubSpot.

Connect to Salesforce Using Integrations+Automatically create projects, sync customer data, and keep both systems up to date—saving time and reducing errors.

Connect OnRamp to Salesforce (Legacy Integration)This integration helps your team stay aligned by keeping both systems up to date—automatically.

Connect the HubSpot Integration to Sync Project DetailsUse the HubSpot integration to sync key OnRamp project details to your HubSpot Deals—and create Projects in OnRamp from incoming Deals. This

Run the Salesforce Diagnostic ToolUse this tool any time you’re setting up a new integration, troubleshooting sync issues, or verifying user access levels.

Configure Salesforce Permissions for OnRamp Project AutomationThese permissions ensure OnRamp can securely connect, read workflow data, and create projects automatically—without manual steps or interruptions.

Automation Tools

Extend OnRamp with Slack, Adobe Sign, Zapier, Make, and other automation tools.

Connect Slack to OnRamp and Configure NotificationsIt’s perfect for increasing visibility, boosting accountability, and speeding up collaboration.

Connect OnRamp Webhooks to External Apps with ZapierThis guide walks you through creating a webhook trigger in OnRamp and using Zapier to send that data to another app.

Set Up Webhooks and Authentication in OnRampWebhooks let you automatically send information from OnRamp to another system when something happens.

Connect Adobe Sign to OnRamp ProjectsUse the Adobe Sign integration to collect e-signatures as part of your onboarding projects.

Using Adobe Sign in a TaskWith an Adobe Sign Solutions integration you can assign and collect electronic signatures in your OnRamp project

Understanding Lanes and Stage LogicLanes let you automatically create, route, and manage work in OnRamp based on activity in your CRM

Map Internal Users and Customer Users in LanesMapping these correctly ensures that the right project owner and customer members are included every time a card converts to a project.

Automate Project Creation with WorkflowsWorkflows are OnRamp’s next-generation automation engine. They replace manual, processes with dynamic logic that creates projects, assigns owners, and maps data automatically.