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How to connect LeadMagic and Ortto
Create a New Scenario to Connect LeadMagic 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 LeadMagic, triggered by another scenario, or executed manually (for testing purposes). In most cases, LeadMagic or Ortto will be your first step. To do this, click "Choose an app," find LeadMagic or Ortto, and select the appropriate trigger to start the scenario.
Add the LeadMagic Node
Select the LeadMagic node from the app selection panel on the right.
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Configure the LeadMagic
Click on the LeadMagic node to configure it. You can modify the LeadMagic 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 LeadMagic 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 LeadMagic 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 LeadMagic 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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Save and Activate the Scenario
After configuring LeadMagic, 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 LeadMagic and Ortto integration works as expected. Depending on your setup, data should flow between LeadMagic 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 LeadMagic and Ortto
LeadMagic + Ortto + Slack: When a new lead is captured in LeadMagic using Profile Search, the lead's information is added to Ortto as a new person, and a notification is sent to the sales team in Slack via a public channel message.
Ortto + LeadMagic + Google Sheets: Track Ortto marketing campaign performance by using the New Activity Event trigger. When a new activity event occurs, find the associated lead's data from LeadMagic using Profile Search and log this data into Google Sheets by adding a new row for reporting.
LeadMagic and Ortto integration alternatives
About LeadMagic
Use LeadMagic inside Latenode to automate lead generation and outreach. Qualify leads, enrich data, and trigger personalized follow-ups based on behavior. Latenode’s visual editor makes it easy to build complex workflows, scale your outreach, and connect to other tools without code.
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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 LeadMagic and Ortto
How can I connect my LeadMagic account to Ortto using Latenode?
To connect your LeadMagic account to Ortto on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LeadMagic and click on "Connect".
- Authenticate your LeadMagic and Ortto accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Ortto campaigns from new LeadMagic leads?
Yes, you can! Latenode lets you instantly trigger Ortto campaigns when new leads are captured in LeadMagic, automating your customer journey. Use visual logic and AI for personalization.
What types of tasks can I perform by integrating LeadMagic with Ortto?
Integrating LeadMagic with Ortto allows you to perform various tasks, including:
- Automatically adding new LeadMagic leads to Ortto as contacts.
- Updating contact information in Ortto based on LeadMagic data.
- Triggering personalized email sequences in Ortto from LeadMagic events.
- Segmenting Ortto audiences based on LeadMagic lead qualification scores.
- Creating Ortto tasks for sales teams based on LeadMagic lead activity.
How do I handle duplicate leads from LeadMagic in Ortto?
Latenode’s flexible logic blocks and JavaScript support allow for robust duplicate checking and merging before updating Ortto, ensuring data quality.
Are there any limitations to the LeadMagic and Ortto integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the API limits of both apps.
- Complex data transformations may require JavaScript knowledge.
- Historical data migration requires careful planning and execution.
