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How to connect Ortto and Zoom
Create a New Scenario to Connect Ortto and Zoom
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 Zoom will be your first step. To do this, click "Choose an app," find Ortto or Zoom, 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 Zoom Node
Next, click the plus (+) icon on the Ortto node, select Zoom from the list of available apps, and choose the action you need from the list of nodes within Zoom.
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Authenticate Zoom
Now, click the Zoom node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zoom settings. Authentication allows you to use Zoom through Latenode.
Configure the Ortto and Zoom 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 Zoom 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Ortto, Zoom, 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 Zoom integration works as expected. Depending on your setup, data should flow between Ortto and Zoom (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 Zoom
Zoom + Slack + Ortto: When a Zoom meeting ends, check if the attendee is a high-value lead. If so, post a message to a dedicated Slack channel to notify the sales team, then create or update the lead's profile in Ortto.
Zoom + Ortto + Calendly: When a Zoom meeting ends, automatically create a custom activity event in Ortto to log the meeting. Then, send the attendee a Calendly link to schedule a follow-up meeting.
Ortto and Zoom 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 Zoom
Automate Zoom meeting tasks in Latenode. Trigger actions based on meeting events (start, end, participant join), send notifications, or log data. Combine Zoom with other apps; for example, automatically create follow-up tasks or update databases based on call outcomes. The visual editor and flexible logic blocks simplify complex workflows, without code.
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See how Latenode works
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FAQ Ortto and Zoom
How can I connect my Ortto account to Zoom using Latenode?
To connect your Ortto account to Zoom 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 Zoom accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enroll Ortto contacts to Zoom webinars?
Yes! Latenode's visual editor makes it easy to automatically enroll Ortto contacts in Zoom webinars, streamlining event management and boosting engagement.
What types of tasks can I perform by integrating Ortto with Zoom?
Integrating Ortto with Zoom allows you to perform various tasks, including:
- Automatically adding new Ortto contacts as Zoom webinar registrants.
- Triggering Ortto campaigns based on Zoom webinar attendance.
- Updating Ortto contact properties with Zoom webinar engagement data.
- Sending personalized follow-up emails via Ortto after Zoom meetings.
- Creating Ortto segments based on Zoom meeting participation.
How can I personalize Ortto emails using Zoom webinar data?
Latenode lets you access Zoom webinar data (attendance, Q&A) to personalize Ortto email campaigns, improving engagement and conversion.
Are there any limitations to the Ortto and Zoom integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex webinar setups in Zoom might require custom JavaScript within Latenode.
- The integration relies on the stability of the Ortto and Zoom APIs.
- Rate limits imposed by Ortto and Zoom may affect high-volume workflows.
