What do you want to automate with Ortto ?
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Overview#
The Ortto API unleashes the power to streamline customer relationship management by automating personalized customer journeys, tracking user actions, and integrating with a variety of services to enhance marketing and sales strategies. With Ortto on Pipedream, you can create intricate workflows that respond dynamically to customer interactions, update CRM records, send targeted communications, and much more, building a rich, automated system that nurtures leads and cultivates customer loyalty.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
ortto: {
type: "app",
app: "ortto",
}
},
async run({steps, $}) {
const data = {
"fields": ["str::email", "str::first", "str::last"]
}
return await axios($, {
method: "post",
url: `https://${this.ortto.$auth.region}/v1/person/get`,
headers: {
"X-Api-Key": `${this.ortto.$auth.api_key}`,
"Content-Type": `application/json`,
},
data,
})
},
})
Example Use Cases#
Automated Lead Scoring and Segmentation: Capture leads from multiple sources, like web forms or chatbots, use Ortto to score these leads based on predefined criteria, and segment them within Ortto for targeted campaigning. Pair with Pipedream's ability to connect to databases, enabling you to enrich lead data and fine-tune your scoring algorithms over time.
Customer Journey Optimization: Track customer interactions across various touchpoints, analyze behavior with Ortto, and trigger personalized workflows on Pipedream that deliver custom content, product recommendations, or support resources at critical moments in the customer journey, enhancing experiences and boosting conversion rates.
Event-Driven Campaign Management: Utilize webhooks from other apps to inform Ortto of specific events, like cart abandonment or app engagement. Create a workflow on Pipedream that triggers a series of actions, such as sending a follow-up email sequence or an SMS reminder, to reel customers back in and drive sales.
Popular Ortto Integrations#
Popular Ortto Triggers#
Emit new event when a contact is created in your Ortto account.
Popular Ortto Actions#
Creates a unique activity for a person. Can optionally initialize a new record beforehand. See the documentation
Create or update a preexisting person in the Ortto account. See the documentation
Allows a user to opt-out from all SMS communications. See the documentation
Authentication#
Name Slug: orttoOrtto uses API keys for authentication. When you connect your Ortto account, Pipedream securely stores the keys so you can easily authenticate to Ortto APIs in both code and no-code steps.
To create your API key,
- Navigate to your Ortto account and sign in
- On the lefthand sidebar, click "CDP" > "Data sources" > "New data source" > "Custom API"
- Copy your Private API Key below.
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