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How to connect Ortto and Salesmate
Create a New Scenario to Connect Ortto and Salesmate
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 Salesmate will be your first step. To do this, click "Choose an app," find Ortto or Salesmate, 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 Salesmate Node
Next, click the plus (+) icon on the Ortto node, select Salesmate from the list of available apps, and choose the action you need from the list of nodes within Salesmate.
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Authenticate Salesmate
Now, click the Salesmate node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesmate settings. Authentication allows you to use Salesmate through Latenode.
Configure the Ortto and Salesmate 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 Salesmate 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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Salesmate
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Trigger on Webhook
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Ortto
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Save and Activate the Scenario
After configuring Ortto, Salesmate, 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 Salesmate integration works as expected. Depending on your setup, data should flow between Ortto and Salesmate (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 Salesmate
Ortto + Salesmate + Slack: When a new activity event occurs in Ortto, the flow searches for a corresponding contact or deal in Salesmate. If found, a message is sent to a Slack channel alerting the sales team about the engaged lead.
Salesmate + Ortto + Google Sheets: When a new deal is created in Salesmate, the flow searches for the associated contact in Ortto and retrieves marketing engagement data. This Salesmate deal data and the Ortto engagement data are then logged into a Google Sheet for reporting purposes.
Ortto and Salesmate 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 Salesmate
Automate Salesmate tasks within Latenode to streamline sales processes. Trigger actions like lead creation or deal updates based on events in other apps. Connect Salesmate to your marketing stack, enrich data, and manage follow-ups using visual workflows and custom logic, avoiding manual data entry. Scale your sales automation without code, paying only for execution time.
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See how Latenode works
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FAQ Ortto and Salesmate
How can I connect my Ortto account to Salesmate using Latenode?
To connect your Ortto account to Salesmate 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 Salesmate accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync new Ortto contacts to Salesmate?
Yes, you can! Latenode's visual editor makes this simple. Automatically add Ortto contacts to Salesmate, ensuring seamless lead management and nurturing across both platforms.
What types of tasks can I perform by integrating Ortto with Salesmate?
Integrating Ortto with Salesmate allows you to perform various tasks, including:
- Create new Salesmate deals from qualified Ortto leads automatically.
- Update Salesmate contact properties based on Ortto engagement activities.
- Trigger Ortto email campaigns when a Salesmate deal reaches a specific stage.
- Segment Ortto audiences based on Salesmate deal values and history.
- Automatically create Salesmate activities for Ortto users viewing key pages.
Can I use JavaScript to transform data between Ortto and Salesmate?
Yes! Latenode allows custom JavaScript code to manipulate data, ensuring perfect compatibility between Ortto and Salesmate fields.
Are there any limitations to the Ortto and Salesmate integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time data synchronization depends on the API rate limits of both Ortto and Salesmate.
- Some advanced Ortto or Salesmate features may not have direct equivalents in the other platform.
