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How to connect HubSpot and Ortto
Create a New Scenario to Connect HubSpot 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 HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or Ortto will be your first step. To do this, click "Choose an app," find HubSpot or Ortto, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
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Add the Ortto Node
Next, click the plus (+) icon on the HubSpot 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 HubSpot 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 HubSpot 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 HubSpot, 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 HubSpot and Ortto integration works as expected. Depending on your setup, data should flow between HubSpot 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 HubSpot and Ortto
HubSpot + Ortto + Slack: When a deal reaches a specific stage in HubSpot, and a corresponding activity event occurs in Ortto, a message is sent to a designated Slack channel to notify the sales team.
Ortto + HubSpot + Google Sheets: Whenever a new contact is created or updated in Ortto or HubSpot, their information (name, email, company) will be automatically added as a new row in a Google Sheet for reporting and analysis purposes.
HubSpot and Ortto integration alternatives
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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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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FAQ HubSpot and Ortto
How can I connect my HubSpot account to Ortto using Latenode?
To connect your HubSpot account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and click on "Connect".
- Authenticate your HubSpot and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger personalized Ortto campaigns from HubSpot form submissions?
Yes, you can! Latenode allows triggering Ortto campaigns directly from HubSpot form submissions. Automatically engage leads for hyper-personalized customer journeys and increased conversions.
What types of tasks can I perform by integrating HubSpot with Ortto?
Integrating HubSpot with Ortto allows you to perform various tasks, including:
- Syncing new HubSpot contacts to Ortto as new audience members.
- Updating Ortto customer profiles with HubSpot activity data.
- Triggering HubSpot workflows based on Ortto events.
- Segmenting Ortto audiences based on HubSpot contact properties.
- Automating lead scoring between HubSpot and Ortto.
Can I use JavaScript to transform data between HubSpot and Ortto?
Yes! Latenode provides JavaScript blocks to transform data bi-directionally. Customize data flows and handle complex mappings to align data structures.
Are there any limitations to the HubSpot and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data sync may take time for large HubSpot or Ortto accounts.
- Complex custom field mappings may require JavaScript transformation.
- API rate limits apply as per HubSpot and Ortto's respective plans.
