Salesforce integration

Salesforce integration

Salesforce integration

Salesforce integration

Ortto for Salesforce

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.

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.

Ortto security badges

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.

Ortto security badges

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 and assign leads
Score leads

Score leads

Build custom lead scores using all your demographic, firmographic, and behavioral data.

Assign leads

Assign leads

Automate round-robin lead assignments in our journey builder.

Set up notifications

Set up notifications

Deliver Slack and email notifications when leads are assigned to keep your team on track.

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 and assign leads
Score leads

Score leads

Build custom lead scores using all your demographic, firmographic, and behavioral data.

Assign leads

Assign leads

Automate round-robin lead assignments in our journey builder.

Set up notifications

Set up notifications

Deliver Slack and email notifications when leads are assigned to keep your team on track.

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 and assign leads

Audience segmentation

Find the right audience, fast

Filter through all of your customer data and Salesforce objects to segment your audience with precision.

Find the right audience, fast
Event-based architecture

Event-based architecture

Segment real-time customer data activities from across sources.

Synced audiences

Synced audiences

Dynamically maintain audiences in your ad platforms to improve paid performance.

Long-term storage

Long-term storage

Store and segment historical activity data forever with Retention+

Audience segmentation

Find the right audience, fast

Filter through all of your customer data and Salesforce objects to segment your audience with precision.

Find the right audience, fast
Event-based architecture

Event-based architecture

Segment real-time customer data activities from across sources.

Synced audiences

Synced audiences

Dynamically maintain audiences in your ad platforms to improve paid performance.

Long-term storage

Long-term storage

Store and segment historical activity data forever with Retention+

Audience segmentation

Find the right audience, fast

Filter through all of your customer data and Salesforce objects to segment your audience with precision.

Find the right audience, fast

Marketing automation

Build better journeys

Orchestrate messages across channels using customer data from all of your Salesforce objects.

Build better journeys
Personalize messages

Personalize messages

Use Salesforce object values to personalize email and SMS messages.

Automate outreach

Automate outreach

Start journeys based on new records or Salesforce activities to automate your initial outreach and save your sales team time.

Track performance

Track performance

Use reports and dashboards to track the performance of your journeys and make optimization decisions, based on data.

Marketing automation

Build better journeys

Orchestrate messages across channels using customer data from all of your Salesforce objects.

Build better journeys
Personalize messages

Personalize messages

Use Salesforce object values to personalize email and SMS messages.

Automate outreach

Automate outreach

Start journeys based on new records or Salesforce activities to automate your initial outreach and save your sales team time.

Track performance

Track performance

Use reports and dashboards to track the performance of your journeys and make optimization decisions, based on data.

Marketing automation

Build better journeys

Orchestrate messages across channels using customer data from all of your Salesforce objects.

Build better journeys
Pattern logo

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

Pattern logo

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

Pattern logo

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

4.3 stars

4.6 stars

4.7 stars

Join the 3000+ businesses who trust Ortto

TrustRadius
Owler
Westfund
Unbounce
Frame.io
Love Holidays
Microsoft
Pattern

4.3 stars

4.6 stars

4.7 stars

Join the 3000+ businesses who trust Ortto

TrustRadius
Owler
Westfund
Unbounce
Frame.io
Love Holidays
Microsoft
Pattern

4.3 stars

4.7 stars

Join the 3000+ businesses who trust Ortto

TrustRadius
Owler
Westfund
Unbounce
Frame.io
Love Holidays
Microsoft
Pattern
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