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How to connect Contacts+ and Ortto
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Ortto will be your first step. To do this, click "Choose an app," find Contacts+ or Ortto, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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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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 Contacts+ 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 Contacts+ 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Contacts+, 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 Contacts+ and Ortto integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and Ortto
Contacts+ + Ortto + Google Sheets: When a new contact is added to Contacts+, the contact is created or updated in Ortto. A row is then added to a Google Sheet logging the new contact.
Ortto + Contacts+ + Slack: When a person in Ortto triggers a new activity event, their contact record in Contacts+ is updated. A message is then sent to a Slack channel to alert the sales team.
Contacts+ and Ortto integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ and Ortto
How can I connect my Contacts+ account to Ortto using Latenode?
To connect your Contacts+ account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Ortto when a contact is updated in Contacts+?
Yes, you can! Latenode's real-time triggers ensure seamless data synchronization, automatically updating Ortto whenever a contact is modified in Contacts+, streamlining contact management.
What types of tasks can I perform by integrating Contacts+ with Ortto?
Integrating Contacts+ with Ortto allows you to perform various tasks, including:
- Create new Ortto contacts from newly added Contacts+ contacts.
- Update Ortto contact fields based on changes in Contacts+.
- Trigger Ortto campaigns when specific contact details change in Contacts+.
- Segment Ortto contacts based on Contacts+ contact groups.
- Enrich Contacts+ data with insights from Ortto's analytics.
How secure is Contacts+ data when using Latenode for automation?
Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your Contacts+ data during all automation processes.
Are there any limitations to the Contacts+ and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require custom JavaScript code.
- Rate limits of Contacts+ and Ortto APIs can affect processing speed.
- Real-time synchronization depends on the reliability of the respective APIs.
