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Zapier integration

Overview

Zapier is a product that provides a suite of tools to move information between a vast range of web applications automatically.

You can leverage Ortto’s powerful customer data platform (CDP), campaign, reporting, and dashboard features based on events triggered through Zapier and its integrations. To do this, proceed through each of the following procedures to integrate Ortto with your Zapier account as a data source.

Zapier prerequisites

This integration process assumes you already have a working Zapier account. It's available across all Ortto plans at no extra cost

Connect from your Zapier account

  1. Log in to your Zapier account.
  2. From your Zapier account’s Dashboard, click Apps:
  3. On this page, click Add connection. Then, search for Ortto and click Connect.
  4. If you are signed in to Ortto, the Ortto Accounts page appears in a new window, from which you should click the Ortto account to integrate with Zapier. In case you are not yet signed in to Ortto, the Ortto Sign up page appears in a new window, from which you should:
    1. Click the Sign in link on this page to open the Ortto Sign in page.
    2. Sign in to Ortto.
    3. Click the Ortto account to integrate with Zapier.
  5. On this page, click Allow to allow Ortto to connect to your Zapier account through the currently logged Zapier user account.

NOTE: If you have created multiple Ortto accounts with the same sign-in credentials, then each of these Ortto accounts will appear on the Accounts page.

IMPORTANT: If the Email permission field is mapped in any of your Zapier actions, Zapier will always overwrite the contact's permission in Ortto. This means that if a contact is currently unsubscribed (e.g., unsubscribed via Pipedrive) and Zapier sends that contact to Ortto with the Email permission field set to True, the contact will be resubscribed.

That’s it! Your Ortto account is now connected to and integrated with your Zapier account.

Using Ortto actions in zaps

When using Create record, Search or create record, or Create custom activity actions in Zapier, the Configure step includes a Merge strategy. This setting lets you choose how data is merged for that specific Zap, and you can customize it for each Zap based on your needs.

How the merge strategy setting will appear when using an Ortto action.

Our resource regarding data source merge strategies can also be found here for additional information on each option.