Salesforce integration
Salesforce integration
Salesforce integration
Ortto for Salesforce
Ortto for Salesforce
Ortto for Salesforce
Personalize the customer journey with data from all of your Salesforce objects.
Personalize the customer journey with data from all of your Salesforce objects.
Personalize the customer journey with data from all of your Salesforce objects.
How it works
Simple Salesforce integration
Connect your Salesforce CRM to Ortto simply to activate your data and get a complete view of the customer experience.
Sync all
Sync all records from Salesforce.
Selectively sync
Selectively sync records with filters.
People enter when
Demo request form is submitted
Create record
Round robin opp to demo team
Send internal email notification
Hi {{ opportunity-owner.name }}, {{ people.first-name }} has just logged int…
Sync your data
Bring your Salesforce actions, objects, and activities into your Ortto CDP, and vice versa.
Activate your data
Stay compliant
How it works
Simple Salesforce integration
Connect your Salesforce CRM to Ortto simply to activate your data and get a complete view of the customer experience.
Sync your data
Bring your Salesforce actions, objects, and activities into your Ortto CDP, and vice versa.
Sync all
Sync all records from Salesforce.
Selectively sync
Selectively sync records with filters.
Activate your data
Use Salesforce data to automate tasks, personalize messages, create audiences, and report on performance.
People enter when
Demo request form is submitted
Create record
Round robin opp to demo team
Stay compliant
Ortto exceeds security and compliance standards to help you keep your data secure.
How it works
Simple Salesforce integration
Connect your Salesforce CRM to Ortto simply to activate your data and get a complete view of the customer experience.
Sync your data
Bring your Salesforce actions, objects, and activities into your Ortto CDP, and vice versa.
Sync all
Sync all records from Salesforce.
Selectively sync
Selectively sync records with filters.
Activate your data
Use Salesforce data to automate tasks, personalize messages, create audiences, and report on performance.
People enter when
Demo request form is submitted
Create record
Round robin opp to demo team
Stay compliant
Ortto exceeds security and compliance standards to help you keep your data secure.
Automate lead assignment
Score and assign leads
Lead assignment in Salesforce is notoriously complex. With your Salesforce data in Ortto, you can score leads and automate round-robin lead assignment with ease.
Automate lead assignment
Score and assign leads
Lead assignment in Salesforce is notoriously complex. With your Salesforce data in Ortto, you can score leads and automate round-robin lead assignment with ease.
Automate lead assignment
Score and assign leads
Lead assignment in Salesforce is notoriously complex. With your Salesforce data in Ortto, you can score leads and automate round-robin lead assignment with ease.
Score leads
Build custom lead scores using all your demographic, firmographic, and behavioral data.
Assign leads
Automate round-robin lead assignments in our journey builder.
Set up notifications
Deliver Slack and email notifications when leads are assigned to keep your team on track.
Score leads
Build custom lead scores using all your demographic, firmographic, and behavioral data.
Assign leads
Automate round-robin lead assignments in our journey builder.
Set up notifications
Deliver Slack and email notifications when leads are assigned to keep your team on track.
Score leads
Build custom lead scores using all your demographic, firmographic, and behavioral data.
Assign leads
Automate round-robin lead assignments in our journey builder.
Set up notifications
Deliver Slack and email notifications when leads are assigned to keep your team on track.
Audience segmentation
Find the right audience, fast
Filter through all of your customer data and Salesforce objects to segment your audience with precision.
Audience segmentation
Find the right audience, fast
Filter through all of your customer data and Salesforce objects to segment your audience with precision.
Audience segmentation
Find the right audience, fast
Filter through all of your customer data and Salesforce objects to segment your audience with precision.
Filter
New campaign
Lead score is greater than
🔥
🔥
🔥
🔥
🔥
and
Member of audience Retargeting
and
Stage is Lead
Filter
New campaign
Lead score is greater than
🔥
🔥
🔥
🔥
🔥
and
Member of audience Retargeting
and
Stage is Lead
Event-based architecture
Segment real-time customer data activities from across sources.
Synced audiences
Dynamically maintain audiences in your ad platforms to improve paid performance.
Long-term storage
Store and segment historical activity data forever with Retention+
Event-based architecture
Segment real-time customer data activities from across sources.
Synced audiences
Dynamically maintain audiences in your ad platforms to improve paid performance.
Long-term storage
Store and segment historical activity data forever with Retention+
Event-based architecture
Segment real-time customer data activities from across sources.
Synced audiences
Dynamically maintain audiences in your ad platforms to improve paid performance.
Long-term storage
Store and segment historical activity data forever with Retention+
MARKETING AUTOMATION
Build better journeys
Orchestrate messages across channels using customer data from all of your Salesforce objects.
MARKETING AUTOMATION
Build better journeys
Orchestrate messages across channels using customer data from all of your Salesforce objects.
MARKETING AUTOMATION
Build better journeys
Orchestrate messages across channels using customer data from all of your Salesforce objects.
Personalize messages
Use Salesforce object values to personalize email and SMS messages.
Automate outreach
Start journeys based on new records or Salesforce activities to automate your initial outreach and save your sales team time.
Track performance
Use reports and dashboards to track the performance of your journeys and make optimization decisions, based on data.
Personalize messages
Use Salesforce object values to personalize email and SMS messages.
Automate outreach
Start journeys based on new records or Salesforce activities to automate your initial outreach and save your sales team time.
Track performance
Use reports and dashboards to track the performance of your journeys and make optimization decisions, based on data.
Personalize messages
Use Salesforce object values to personalize email and SMS messages.
Automate outreach
Start journeys based on new records or Salesforce activities to automate your initial outreach and save your sales team time.
Track performance
Use reports and dashboards to track the performance of your journeys and make optimization decisions, based on data.
“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 at Pattern
“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 at Pattern
“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 at Pattern
Explore related features
Explore related features
Explore related features
Templates
Start with a template, then make it yours.
Send your first email faster with a library of customizable email templates.
Templates
Start with a template, then make it yours.
Send your first email faster with a library of customizable email templates.
Templates
Start with a template, then make it yours.
Send your first email faster with a library of customizable email templates.
Pricing
Integrations
Pricing
Integrations
Pricing
Integrations