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9 best zaps to build with Ortto

Outline

  • Introduction
  • 9 Zapier integrations to build with Ortto
  • 1. Create a custom activity when a new conversation is started 
  • 2. Create records or custom activities when landing page forms are submitted 
  • 3. Streamline quotes and contracts
  • 4. Create a customer journey for webinar registrants
  • 5. Update your customer record when an attendee buys a ticket for an event
  • 6. Send swag to new users, engaged users, or event attendees
  • 7. Send a survey invitation when a new activity occurs in Ortto
  • 8. Collect leads through third-party review sites
  • 9. Keep track of online learning enrollments and completions
  • Final word

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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
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