RD Station and Ortto Integration

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Enrich RD Station leads with Ortto behavioral data for smarter segmentation. Latenode's visual editor makes custom data mapping a breeze, while affordable execution costs keep your marketing spend efficient as you scale.

RD Station + Ortto integration

Connect RD Station and Ortto in minutes with Latenode.

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Automate your workflow

Swap Apps

RD Station

Ortto

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RD Station and Ortto

Create a New Scenario to Connect RD Station and Ortto

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 RD Station, triggered by another scenario, or executed manually (for testing purposes). In most cases, RD Station or Ortto will be your first step. To do this, click "Choose an app," find RD Station or Ortto, and select the appropriate trigger to start the scenario.

Add the RD Station Node

Select the RD Station node from the app selection panel on the right.

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RD Station

Configure the RD Station

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

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RD Station

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Connect RD Station

Sign In
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Run node once

Add the Ortto Node

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

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Ortto

Authenticate Ortto

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

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Ortto

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Connect Ortto

Sign In
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Run node once

Configure the RD Station and Ortto 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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Ortto Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

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Run node once

Set Up the RD Station and Ortto 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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Webhook response

Save and Activate the Scenario

After configuring RD Station, Ortto, 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 RD Station and Ortto integration works as expected. Depending on your setup, data should flow between RD Station and Ortto (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect RD Station and Ortto

RD Station + Ortto + Google Sheets: When a new lead is converted in RD Station, their information is updated or created in Ortto. A new row is added to a Google Sheet to log the conversion for reporting purposes.

Ortto + RD Station + Slack: When a contact reaches a new activity event in Ortto, their corresponding record in RD Station is updated and a congratulatory message is sent to a designated Slack channel.

RD Station and Ortto integration alternatives

About RD Station

Use RD Station in Latenode to automate marketing tasks. Update leads, trigger personalized emails, and track campaign performance, all inside automated workflows. Integrate RD Station data with other apps, enrich with AI, and build custom logic without code. Scale your marketing automation affordably and visually.

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.

See how Latenode works

FAQ RD Station and Ortto

How can I connect my RD Station account to Ortto using Latenode?

To connect your RD Station account to Ortto on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select RD Station and click on "Connect".
  • Authenticate your RD Station and Ortto accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I sync RD Station leads to Ortto as new contacts?

Yes, you can! Latenode's visual editor makes it simple to sync new leads. This ensures consistent contact data across RD Station and Ortto, streamlining your marketing efforts.

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

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

  • Automatically adding new RD Station leads as contacts in Ortto.
  • Updating Ortto contact information based on RD Station lead data.
  • Triggering personalized Ortto journeys from RD Station conversion events.
  • Segmenting Ortto contacts based on RD Station lead scoring data.
  • Sending RD Station marketing campaign data to Ortto for analysis.

How does Latenode handle data transformation between RD Station and Ortto?

Latenode offers built-in data mapping and transformation tools. This ensures data compatibility between RD Station and Ortto, preventing errors.

Are there any limitations to the RD Station and Ortto integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Initial data migration requires manual setup.
  • Complex data transformations may require JavaScript coding.
  • Rate limits apply based on your RD Station and Ortto plans.

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