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How to connect Ortto and OpenPhone
Create a New Scenario to Connect Ortto and OpenPhone
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 OpenPhone will be your first step. To do this, click "Choose an app," find Ortto or OpenPhone, 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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Add the OpenPhone Node
Next, click the plus (+) icon on the Ortto node, select OpenPhone from the list of available apps, and choose the action you need from the list of nodes within OpenPhone.
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Authenticate OpenPhone
Now, click the OpenPhone node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your OpenPhone settings. Authentication allows you to use OpenPhone through Latenode.
Configure the Ortto and OpenPhone 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 OpenPhone 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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OpenPhone
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Trigger on Webhook
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Ortto
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Webhook response
Save and Activate the Scenario
After configuring Ortto, OpenPhone, 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 OpenPhone integration works as expected. Depending on your setup, data should flow between Ortto and OpenPhone (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 OpenPhone
Ortto + OpenPhone + Slack: When a high-value lead engages with Ortto (identified by a 'New Activity Event'), send them a personalized SMS via OpenPhone using the 'Send Text Message' action. Simultaneously, notify the sales team in a dedicated Slack channel using the 'Send Public Channel Message' action to ensure prompt follow-up.
OpenPhone + Ortto + HubSpot: Log OpenPhone call details against a contact's profile in Ortto and HubSpot. Specifically, when a new call event is registered in OpenPhone, the flow creates or updates the contact in both Ortto ('Create or Update Person') and HubSpot ('Create Or Update Contact'). This ensures accurate contact information across all platforms.
Ortto and OpenPhone 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 OpenPhone
Use OpenPhone in Latenode to automate SMS and call workflows. Log activities, trigger actions based on call outcomes, and sync data to CRMs. By using Latenode, you orchestrate OpenPhone within complex workflows, adding logic and integrations not available in OpenPhone alone. Scale customer communication using no-code tools and AI.
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FAQ Ortto and OpenPhone
How can I connect my Ortto account to OpenPhone using Latenode?
To connect your Ortto account to OpenPhone 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 OpenPhone accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Ortto contacts with OpenPhone call data?
Yes, you can! With Latenode, automatically update Ortto contact details based on OpenPhone call activity. Improve segmentation and personalization with up-to-date engagement data.
What types of tasks can I perform by integrating Ortto with OpenPhone?
Integrating Ortto with OpenPhone allows you to perform various tasks, including:
- Create Ortto contacts from new OpenPhone contacts.
- Log OpenPhone calls as events in Ortto.
- Send SMS messages via OpenPhone on Ortto journey completion.
- Update Ortto contact properties with OpenPhone call details.
- Trigger Ortto campaigns based on OpenPhone call outcomes.
How can I use Ortto events to trigger OpenPhone actions in Latenode?
Use Latenode to trigger OpenPhone actions when specific events happen in Ortto, like sending a personalized SMS when a contact reaches a lifecycle stage.
Are there any limitations to the Ortto and OpenPhone integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time sync depends on the API rate limits of both Ortto and OpenPhone.
- Complex data transformations may require JavaScript knowledge.
- Historical data migration might require a separate, one-time workflow.
