Ortto and WhatConverts Integration

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Enrich Ortto profiles with lead conversion data from WhatConverts, creating targeted segments for marketing automation. Latenode's visual editor makes complex data mapping easy, and pay-per-execution pricing keeps costs low even as you scale your automations.

Swap Apps

Ortto

WhatConverts

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Ortto and WhatConverts

Create a New Scenario to Connect Ortto and WhatConverts

In the workspace, click the β€œCreate 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 WhatConverts will be your first step. To do this, click "Choose an app," find Ortto or WhatConverts, 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

Configure the Ortto

Click on the Ortto node to configure it. You can modify the Ortto URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Ortto

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Connect Ortto

Sign In
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Run node once

Add the WhatConverts Node

Next, click the plus (+) icon on the Ortto node, select WhatConverts from the list of available apps, and choose the action you need from the list of nodes within WhatConverts.

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WhatConverts

Authenticate WhatConverts

Now, click the WhatConverts node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatConverts settings. Authentication allows you to use WhatConverts through Latenode.

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WhatConverts

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Connect WhatConverts

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Run node once

Configure the Ortto and WhatConverts Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Connect WhatConverts

WhatConverts Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Ortto and WhatConverts 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, WhatConverts, 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 β€œRun once” and triggering an event to check if the Ortto and WhatConverts integration works as expected. Depending on your setup, data should flow between Ortto and WhatConverts (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 WhatConverts

WhatConverts + Ortto + Google Sheets: When a new lead is captured in WhatConverts, the lead's information is enriched in Ortto. The lead details, along with any Ortto enrichments, are then logged in Google Sheets for reporting and analysis.

WhatConverts + Ortto + Slack: When WhatConverts identifies a new lead, Ortto enriches that lead's data. If the lead meets specific high-value criteria based on the WhatConverts and Ortto data, a notification is sent to the sales team in Slack.

Ortto and WhatConverts 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.

About WhatConverts

Capture and analyze marketing leads in WhatConverts, then pipe data to Latenode to automate follow-ups. Qualify leads based on source & behavior using Latenode's no-code tools, triggering custom CRM updates or personalized email sequences. Scale lead management without complex coding.

See how Latenode works

FAQ Ortto and WhatConverts

How can I connect my Ortto account to WhatConverts using Latenode?

To connect your Ortto account to WhatConverts 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 WhatConverts accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I track marketing leads from Ortto in WhatConverts?

Yes, you can! Latenode's visual builder allows you to automatically send Ortto lead data to WhatConverts, providing comprehensive marketing attribution and sales insights.

What types of tasks can I perform by integrating Ortto with WhatConverts?

Integrating Ortto with WhatConverts allows you to perform various tasks, including:

  • Automatically creating new leads in Ortto from qualified WhatConverts conversions.
  • Updating Ortto contact properties with phone call and form submission data.
  • Triggering personalized Ortto campaigns based on WhatConverts lead sources.
  • Sending SMS messages through Ortto based on conversion events tracked in WhatConverts.
  • Analyzing customer journeys across marketing and sales touchpoints.

How secure is connecting Ortto through Latenode workflows?

Latenode uses industry-standard encryption to secure your Ortto and WhatConverts data during transit and at rest.

Are there any limitations to the Ortto and WhatConverts 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 Ortto and WhatConverts.
  • Complex data transformations may require JavaScript coding within Latenode.
  • Historical data migration between platforms might require additional setup.

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