How to integrate with Salesforce in just a few clicks

Salesforce integration

01

Head to the data sources section of your Ortto account. Click on the add new data source button.

02

Follow the prompts to connect your Salesforce account.

03

You will need to map your Salesforce objects to the required fields in your Ortto CDP.

04

You will now be able to see your Salesforce data in its own data schema within the CDP.

Connect your Salesforce data to unlock growth

Our data sources allow you to track the most
important customer activities, and send
automated, personalized omnichannel messages,
All within one, centralized "back end".

With our Salesforce integration you can...

Get a true picture of customer engagement

Get a true picture of customer engagement

See how engaged your customers are by using your help desk activities in your engagement scores.

Take action when there is a change in engagement

Take action when there is a change in engagement

Trigger automated re-engagement messages when a user's engagement drops below a desired level.

Optimize your support processes

Optimize your support processes

See if a support interaction leads to higher sales or increased adoption.

See how customer service impacts your bottom line

See how customer service impacts your bottom line

Understand if interactions impact customer retention, expansion, repeat business, churn and revenue.

Implement CSAT or NPS triggers

Implement CSAT or NPS triggers

Implement pop-ups for CSAT or NPS, trigger emails to alert your team when a response is received.

About Salesforce

Salesforce is the world’s #1 customer relationship management (CRM) platform

Salesforce is a customer relationship management solution (or CRM) that aligns companies with their customers through sales and marketing. Salesforce help sales teams close more deals by utilizing tools like contact management, sales forecasting, and process automation.

  • Documentation

    Documentation

    doc
    Integration built by Ortto

    Integration built by Ortto

    Best for ecommerce customer support

    Best for ecommerce customer support

    Superpower is customer support and helpdesk tools for ecommerce

    Superpower is customer support and helpdesk tools for ecommerce

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    Description

    When you connect to Segment all of the customer data you collect from your web & mobile apps or servers gets sent directly to Ortto. Once the data is in Ortto, you can segment key audiences based on a huge range of filtering options, demographic, geographic, firmographic or behavioral. You can then use these audiences to send automated playbooks, custom build automated journey workflows, emails, and SMS to create personalized, multi-channel customer interactions. 

    With Segment and Ortto you'll be able to:

    • Build automated customer journey workflows with email, SMS, pop-ups and forms.

    • Trigger messaging from custom actions or events.

    • Automate welcome messages, onboarding, abandoned carts, sales playbooks and more.

    • Use prebuilt campaigns to create the most effective customer journeys. Emails are automatically styled like your website.

    • Use Ortto’s AI to write high performing email subject lines, engaging SMS and email content.

    • Attribute revenue, you will be able to see the impact from your marketing campaigns.

    • Use BI reporting and dashboards to track key metrics.

    About

    These leading brands are growing with Ortto

    These leading brands are growing with Ortto

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    With this tool, we can create customized workflows for different campaigns we run in our organization. It has an easy interface, which allows even a beginner to put their hands on it.

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    The templates are very intuitive and easy to use, which allows you to learn more about how to use this platform. In addition, it allows the creation of more creative and personalized email marketing and digital marketing campaigns.

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    The overall outbound and inbound sales process has been streamlined in such a way where we are able to focus on data generation as opposed to following up on on things that can be automated.

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