How to use Zapier with Ortto in just a few clicks

Zapier integration

01

Head to the data sources section of your Ortto account.

02

Click on the add new data source button.

03

Follow the prompts to connect your Zapier account.

04

Create your zaps and triggers to automate processes between the Ortto CDP and your everyday apps.

Connect your Zapier customer 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 Zapier integration you can...

Unlock data from 4,000+ apps for a single customer view

Unlock data from 4,000+ apps for a single customer view

Combine all business tech stack data from all departments for a single customer view in Ortto, including marketing, sales, support, product and financial data.

Create journeys to automate repetitive tasks

Create journeys to automate repetitive tasks

Send emails when new activity has accured, fields updated, tag added or removed.

About Zapier

Third-party integration tool

Zapier is an online automation tool that allows you to connect over 4000+ your apps. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.

  • Documentation

    Documentation

    doc
    App website

    App website

    doc
    Integration built by Ortto

    Integration built by Ortto

    Best for connecting web apps

    Best for connecting web apps

    Superpower is automating repetitive tasks

    Superpower is automating repetitive tasks

    $19.99 - $599 USD a month

    $19.99 - $599 USD a month

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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.

    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."
    - Adityaa S

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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."
    - Alexandra W

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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."
    - Alexi D

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