For B2B and SaaS businesses, automation is the name of the game. It saves time, reduces mistakes, and enables businesses to scale sustainably.
The first step to automating processes is to integrate your SaaS tools. But, all too often, the process of integrating apps is so time-consuming and requires so much development work that we give up on the idea before we've even seen the benefits.
Zapier has solved this problem. It allows you to automate your work across 5,000+ app integrations. Without writing a line of code or relying on developers, you can connect two or more apps to automate repetitive tasks and workflows, file management, analytics, dashboards, and marketing communications.
Zapier automations connect marketing activities so your marketing, sales, and customer support teams can work smarter, not harder.
9 Zapier integrations to build with Ortto
Ortto integrates with Zapier, making it easy to automate thousands of marketing activities. You can connect your CDP to various tools for project management and team collaboration, marketing and email automation, customer data and sales, data enrichment, live chat, website and CMS, creative, social media, data and analytics, payments and contracts and more. You name it, Zapier will connect it.
To get you started, these 9 Ortto zaps are fan favorites to build today or draw inspiration from.
1. Create a custom activity when a new conversation is started
You can enhance your sales process by using Zapier to send information between Ortto and live chat tools like Intercom or Drift to keep all of your customer and lead interactions tracked in your Ortto CDP.
For example, when a conversation starts in Intercom, a custom activity would be created for the user in your Ortto CDP. If the conversation starts and there is no record attached to the user, a new record would be created in your Ortto CDP, with the custom activity (‘Started conversation in Intercom’) tracked.
This will ensure your sales, success and marketing teams can look at things like the impact of chat on MRR or conversions. Plus, with all of your customer information in one place, sales and success can have more meaningful interactions with customers and leads.
2. Create records or custom activities when landing page forms are submitted
The purpose of a landing page is to capture new leads, but those leads are unlikely to convert if they’re not nurtured quickly.
With a Zapier integration between Ortto and a landing page builder like Unbounce or Leadpages, you automate the process of creating a new record or updating an existing record in your Ortto CDP every time a landing page form is submitted. This will ensure that information is accurately and quickly captured in your CDP.
This could also aid in automating your lead nurturing efforts. For example, the zap would automatically create a custom activity in Ortto every time a lead page is submitted. In Ortto, you can then build a nurture journey that begins when that custom activity occurs ensuring that all your eBook leads are nurtured, with little manual intervention.
3. Streamline quotes and contracts
Streamline contract management by building zaps between Ortto and PandaDoc. This way, your records will automatically update when a quote or contract is signed, removing the need to manually chase customers and update records.
You can also create a zap that automatically updates fields in your contracts or quotes, based on the information in your Ortto CDP. This will streamline the process of updating contracts or quotes, ensuring that customer information is accurate before the document is sent.
Automating such processes will speed up the sales process and ensure smoother onboarding for your new customer. Not to mention, it will strengthen the customer-business relationship because there will be less inaccuracies or bumps in the road at the start.
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4. Create a customer journey for webinar registrants
Building a zap with your webinar software can help you to nurture valuable contacts. For example, say you’ve hosted a webinar and you’ve got a bunch of new leads who have already engaged with your brand, you have the perfect opportunity to keep in touch with them and make sure they’re on the right track with your product.
By building a zap with Livestorm or Zoom, you can automatically capture which customers registered for your event, attended or did not attend in your CDP and create customer journeys based on whether they attended or missed it.
For example, you can automatically send a “Sorry we missed you” email to the webinar no-shows with a link to the webinar recording on demand, and then follow up again a week later to see if they have any questions.
You could also send an email to those who attended the webinar to share the recording and gather feedback. Then, based on their response, you can send them a tailored follow up email.
With Ortto, not only can you fully customize your emails in line with your brand, you can also filter contacts to identify those who are engaged in your product (for example, attended two webinars and read a blog post) and send them content (e.g. case studies) that will push them closer to purchase.
Below, see how easy it is to build a customer journey for webinar registrants using Ortto.
5. Update your customer record when an attendee buys a ticket for an event
Take the manual labor out of managing event contacts by building a zap between Ortto and a ticketing service like Eventbrite. This will ensure that when somebody buys a ticket to your event, records in your CDP are automatically updated to avoid the headache of having records in multiple locations and lower the risk of data discrepancies.
Plus, you can use your Ortto customer journey builder to create a series of marketing messages that will fire off to attendees in the lead up to the event. Remind them about the event, ask for information like dietary requirements, or boost on-the-day attendance with incentives like prizes.
You can also ensure that your CDP is updated when an attendee checks in to the event. This will give you the ability to send attendees feedback forms, and put them in a nurture journey to keep them engaged with your brand.
6. Send swag to new users, engaged users, or event attendees
By building a zap with SwagUp, Swag.com or BlinkSwag, you can set up an instance where swag delivery is triggered when a user meets a certain criteria, for example they are a new user or ‘top’ customer, or they’ve attended a webinar or event.
You can also ensure your recipients get the swag they want by using a branded redemption page. This allows customers or leads to pick their swag, and share information like postal address and phone number or size. This information will then be automatically routed back to your swag provider, who will ship the product off for you.
This zap will automate the entire process of surprising and delighting customers with swag, removing the heavy lifting on your marketing team and ensuring you never miss an important swag send out.
7. Send a survey invitation when a new activity occurs in Ortto
Surveying users is a great way to check the pulse of your customers and the sentiment around your product and services.
You can automate the survey process by building a zap with a survey platform like SurveyMonkey or Survicate. This way, whenever a customer takes a specific action captured in your Ortto CDP — like completing your onboarding process, upgrading or downgrading an account, or using a new feature — the customer will be automatically sent an email or SMS prompting them to complete a survey.
You can then use additional zaps to send a notification to a Slack channel or email address every time a survey is completed. The entire response will be sent straight to the channel, ensuring everyone is in the loop.
8. Collect leads through third-party review sites
Zapier lets you send information between G2 Crowd and Ortto automatically. For example, when a new lead is generated on your G2 Crowd’s product listing, a custom activity will be automatically created in your Ortto CDP. If there was no existing record, a new record will be automatically created with the custom activity attached. This way, the sales team will know where the lead has come from and can tailor their reach-out accordingly.
You can also trigger custom activities when new reviews are created, and then use these custom activities to trigger journeys in Ortto. This will mean you can automate the process of reaching out to thank positive reviewers or asking them to participate in a case study. Or you can notify your customer support team about negative reviews to prompt outreach and save them before they churn.
9. Keep track of online learning enrollments and completions
If you have an online training program for your product, you’ll want to track your customer’s progress in your CDP to personalize messaging and gain insights on the impact of online training on things like MRR and product usage.
By setting up a zap between you online training provider, like Coassemble or Teachable, and Ortto, you can ensure a new custom activity is created every time a contact enrolls in a course, completes a module, or receives a certification.
You can then set up SMS, email and in-app message journeys to keep your trainees on track and celebrate their milestones. Plus, with enrollment and course completion information stored alongside data from finance, sales, marketing and support, you can answer tricky questions like, “What impact is online training having on MRR?” and “Does participation in online training reduce the number of support enquiries from customers?”
This is just the tip of the iceberg. There are thousands of ways to automate workflows with Ortto and Zapier. With access to updated, real-time customer data, your marketing, sales, and customer support teams can maximize customer acquisition and retention efforts, meaning your business can scale faster.
One of the advantages of self-serve SaaS with a free trial is the increase in leads. While many of these free trial users will lapse and become inactive, there are ways to regain control.
“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.”