Ortto and Salesflare

How to connect Ortto

About Ortto

Grow your brand faster with a customer data and marketing automation platform designed for businesses who sell online.

Ortto operations on Zapier

Triggers (4)

Start a workflow when this happens

  • Fields Updated — Triggers when the specified field(s) of a record have been updated in your Ortto account.
  • New Activity Occurred — Triggers when a new Ortto activity occurs.
  • New Record Created — Triggers when a new record (contact or organization) has been added to your Ortto account.
  • Tag Added/Removed — Triggers when a tag has beed added to, or removed from, a record.

Actions (5)

Things Salesflare can make it do

  • Create Custom Activity — Create a custom Activity for a person, optionally create a new record beforehand.
  • Create Record — Create a new record (person, organization), or update an existing record in your Ortto account.
  • Opt Out From SMS — Opt out a person from all SMS communications.
  • Tag/Untag Records — Add or remove record (person, organization) tags.
  • Unsubscribe a Person — Unsubscribe a person from all emails.

Searches (1)

Look up existing records

  • Search or Create Records — Search your Ortto data for a record based on the provided field or optionally create one if none is found.

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