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How to connect Ortto and Salesforce
Create a New Scenario to Connect Ortto and Salesforce
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 Salesforce will be your first step. To do this, click "Choose an app," find Ortto or Salesforce, 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 Salesforce Node
Next, click the plus (+) icon on the Ortto node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
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Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Ortto and Salesforce 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 Salesforce 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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Save and Activate the Scenario
After configuring Ortto, Salesforce, 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 Salesforce integration works as expected. Depending on your setup, data should flow between Ortto and Salesforce (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 Salesforce
Ortto + Salesforce + Slack: When a new activity event is recorded in Ortto, a new lead is created in Salesforce. A notification is then sent to a Slack channel to alert the sales team about the new lead.
Ortto + Salesforce + Google Sheets: When a new record is created in Salesforce, information about the record is pulled, and a new row is added to a Google Sheet to track campaign performance.
Ortto and Salesforce 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 Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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See how Latenode works
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FAQ Ortto and Salesforce
How can I connect my Ortto account to Salesforce using Latenode?
To connect your Ortto account to Salesforce 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 Salesforce accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I update Salesforce when new contacts are added to Ortto?
Yes, easily. Latenode lets you build custom workflows to sync new Ortto contacts to Salesforce automatically. Keep your data consistent and nurture leads effectively.
What types of tasks can I perform by integrating Ortto with Salesforce?
Integrating Ortto with Salesforce allows you to perform various tasks, including:
- Create or update Salesforce leads from new Ortto contacts automatically.
- Trigger personalized Ortto journeys based on Salesforce opportunity changes.
- Sync campaign data between Ortto and Salesforce for unified reporting.
- Update Ortto contact properties when a Salesforce lead converts to a customer.
- Automatically enroll new Salesforce leads into targeted Ortto email sequences.
How do I handle data transformations between Ortto and Salesforce?
Latenode's visual editor and JavaScript support provide powerful data transformation tools. Customize your data flow precisely to match field requirements.
Are there any limitations to the Ortto and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- API rate limits for Ortto and Salesforce can impact high-volume data syncs.
- Custom object mapping requires careful configuration and testing.
