Unlock Salesforce Success: Harness the Power of Ortto's Integration

Salesforce integration

Ortto for Salesforce

Personalize the customer journey with customer data from all of your Salesforce objects.


Activate your salesforce data

How it works

Activate yourSalesforce data


Sync your records and objects from Salesforce

Sync your records and objects from Salesforce


Automate actions in Salesforce

Automate actions in Salesforce


Deliver personalized SMS messages and emails

Deliver personalized SMS messages and emails
Sync all of your Salesforce data including custom objects
Use actions to automate object updates in Salesforce
Automate round robin lead assignment
Get the complete context with a lightning app for Ortto activity
Start journeys based on new records or Salesforce activities
Selectively sync records that match certain criteria
Personalize emails and SMS with Salesforce object values


What is Salesforce?
Who uses Salesforce?
The best Salesforce integrations
Why Ortto?

“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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