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How to connect Ortto and Contacts+
Create a New Scenario to Connect Ortto and Contacts+
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 Ortto, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ortto or Contacts+ will be your first step. To do this, click "Choose an app," find Ortto or Contacts+, and select the appropriate trigger to start the scenario.
Add the Ortto Node
Select the Ortto node from the app selection panel on the right.
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Ortto
Add the Contacts+ Node
Next, click the plus (+) icon on the Ortto node, select Contacts+ from the list of available apps, and choose the action you need from the list of nodes within Contacts+.
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Contacts+
Authenticate Contacts+
Now, click the Contacts+ node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Contacts+ settings. Authentication allows you to use Contacts+ through Latenode.
Configure the Ortto and Contacts+ 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 Ortto and Contacts+ 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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Contacts+
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Trigger on Webhook
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Ortto
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Save and Activate the Scenario
After configuring Ortto, Contacts+, 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 Ortto and Contacts+ integration works as expected. Depending on your setup, data should flow between Ortto and Contacts+ (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Ortto and Contacts+
Ortto + Contacts+ + Google Sheets: Capture new leads in Ortto and use the lead's information to create a new contact or update an existing one in Contacts+. Log the new contact creation or update in a Google Sheets spreadsheet.
Contacts+ + Ortto + Slack: When a new contact is created in Contacts+, automatically create or update the corresponding person in Ortto, and then send a welcome message to that person via Slack.
Ortto and Contacts+ integration alternatives
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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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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See how Latenode works
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FAQ Ortto and Contacts+
How can I connect my Ortto account to Contacts+ using Latenode?
To connect your Ortto account to Contacts+ on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Ortto and click on "Connect".
- Authenticate your Ortto and Contacts+ accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Ortto contacts to Contacts+?
Yes, you can! Latenode lets you automate this sync, ensuring your Contacts+ is always up-to-date with new Ortto leads. Benefit from a single, unified contact view across platforms.
What types of tasks can I perform by integrating Ortto with Contacts+?
Integrating Ortto with Contacts+ allows you to perform various tasks, including:
- Automatically create new Contacts+ contacts from new Ortto form submissions.
- Update existing Contacts+ contacts when their Ortto profile information changes.
- Enrich Ortto profiles with data from Contacts+ business card scans.
- Trigger Ortto marketing campaigns based on Contacts+ contact list segments.
- Consolidate contact data from both platforms into a central data warehouse.
How do I handle duplicate contacts across Ortto and Contacts+?
Latenode's advanced logic blocks let you deduplicate contacts. Customize matching rules using JavaScript for precision and data consistency.
Are there any limitations to the Ortto and Contacts+ integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration from Ortto to Contacts+ may require manual setup.
- Complex field mappings might need custom JavaScript code within Latenode.
- Rate limits of the Ortto and Contacts+ APIs can affect large-scale syncs.
