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How to connect Close CRM and Ortto
Create a New Scenario to Connect Close CRM and Ortto
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Ortto will be your first step. To do this, click "Choose an app," find Close CRM or Ortto, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Ortto Node
Next, click the plus (+) icon on the Close CRM node, select Ortto from the list of available apps, and choose the action you need from the list of nodes within Ortto.
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Ortto
Authenticate Ortto
Now, click the Ortto node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Ortto settings. Authentication allows you to use Ortto through Latenode.
Configure the Close CRM and Ortto Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Close CRM and Ortto Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Ortto
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Trigger on Webhook
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Close CRM
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Save and Activate the Scenario
After configuring Close CRM, Ortto, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Close CRM and Ortto integration works as expected. Depending on your setup, data should flow between Close CRM and Ortto (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Close CRM and Ortto
Close CRM + Ortto + Slack: When a new lead is created in Close CRM, create or update the corresponding person in Ortto, then send a message in Slack to notify the sales team about the new lead.
Ortto + Close CRM + Google Sheets: When a new activity event occurs in Ortto, update the corresponding lead in Close CRM and add a row in Google Sheets to track the engagement data.
Close CRM and Ortto integration alternatives
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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About Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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See how Latenode works
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FAQ Close CRM and Ortto
How can I connect my Close CRM account to Ortto using Latenode?
To connect your Close CRM account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Ortto campaigns from new Close CRM leads?
Yes, with Latenode! Automatically trigger personalized Ortto campaigns when new leads are created in Close CRM, ensuring timely and relevant engagement. Scale effortlessly with our robust platform.
What types of tasks can I perform by integrating Close CRM with Ortto?
Integrating Close CRM with Ortto allows you to perform various tasks, including:
- Create Ortto contacts from new Close CRM leads automatically.
- Update Ortto contact properties with Close CRM opportunity data.
- Trigger Close CRM activities when Ortto users reach milestones.
- Segment Ortto audiences based on Close CRM deal stages.
- Send personalized emails via Ortto after Close CRM deal closure.
How secure is my Close CRM data when using Latenode's integration?
Latenode employs robust security measures, including encryption and secure authentication protocols, ensuring the safety and privacy of your Close CRM data.
Are there any limitations to the Close CRM and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time synchronization depends on the APIs of both Close CRM and Ortto.
- Historical data migration might need custom implementation.
