Salesforce integration

Use Ortto to integrate your Salesforce customer data, then create customer journeys to automate repetitive tasks and send personalized messages to customers.

Connect
Salesforce

What’s included in this integration

Start marketing automation journeys by segmenting all of your Salesforce data
Salesforce actions
  • Create record
  • Update record
  • Change campaign status
  • Add to campiagn
  • Remove from campaign
  • Create or update record
Salesforce objects
  • Salesforce lead
  • Salesforce contact
  • Salesforce account
  • Salesforce oppertunity
  • Salesforce campaign
  • Salesforce task
  • Salesforce custom object
Salesforce activities
  • Lead created / converted / updated
  • Contact created / updated
  • Opportunity created /updated / won
  • Task created / updated
  • Campaign created /updated
  • Campaign member added / removed

About Salesforce

Salesforce is the world's #1 customer relationships (CRM) platform.

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

Company websiteDocumentation

What is Ortto?

From startups to enterprise, Ortto helps you know who to target and when, engage customers across all channels, and understand all the metrics that matter, so you can move faster, grow faster and get promoted.

Mosaic
Mosaic

“We were looking for a solution that was really easy to use, didn’t require a tech team, and would have a robust integration with Salesforce so we could trigger sales communications in a smarter way. Nobody else out there has what Ortto has.

Mica Shtewi
Tech Manager