Integrate the Ortto API with the Salesforce API

Setup the Ortto API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Ortto and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect Ortto with Salesforce#

Add Contact to Campaign with Salesforce API on New Contact Created from Ortto API

Ortto + Salesforce

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Add Lead to Campaign with Salesforce API on New Contact Created from Ortto API

Ortto + Salesforce

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Convert SOAP XML Object to JSON with Salesforce API on New Contact Created from Ortto API

Ortto + Salesforce

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Create Account with Salesforce API on New Contact Created from Ortto API

Ortto + Salesforce

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Create Attachment with Salesforce API on New Contact Created from Ortto API

Ortto + Salesforce

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Popular Ortto and Salesforce Triggers#

New Contact Created from the Ortto API

Emit new event when a contact is created in your Ortto account.

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

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Popular Ortto and Salesforce Actions#

Create Custom Activity with the Ortto API

Creates a unique activity for a person. Can optionally initialize a new record beforehand. See the documentation

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Create or Update a Person with the Ortto API

Create or update a preexisting person in the Ortto account. See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Overview of Ortto #

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.

Connect Ortto #

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,
    })
  },
})

Overview of Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

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