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User guide

    • Overview
    • Getting started
      • E-commerce integrations
        • Shopify
        • WooCommerce
        • BigCommerce
        • PrestaShop
      • B2B integrations
        • Salesforce
        • Zendesk
    • Dashboards
      • Creating a new dashboard
    • Reports
      • Creating a new report
    • Campaigns
      • Creating a new campaign
        • Email
        • Playbook
        • SMS
        • Journey
      • Managing
        • Personalizing campaign content with Liquid
        • Making journey and playbook campaign messages transactional
        • Sending playbook messages on specific days
        • Email acceptable usage policy
        • Improving email deliverability
          • Understanding email deliverability
          • Crafting email messages to protect deliverability
        • Working with actions
          • Salesforce
    • Capture widgets
      • Creating a new capture widget
      • Managing
        • Viewing and editing
    • People
      • Adding people
      • Managing
        • Viewing and editing a person
        • System person fields
        • Salesforce fields
        • Calendly fields
      • Creating custom fields and sections
    • Organizations
      • Adding organizations
      • Managing
        • Viewing and editing an organization
        • System organization fields
        • Salesforce fields
    • Audiences
      • Creating a new audience
      • Default Shopify audiences
      • System audience fields
    • Activities
      • Creating a new activity
      • Managing
        • Shopify activities
        • Salesforce activities
        • Calendly activities
    • Data sources
      • Configuring a new data source
        • E-commerce integrations
          • Shopify
          • PrestaShop
          • BigCommerce
          • WooCommerce
        • Payments integrations
          • Recurly
          • Stripe
        • CRM integrations
          • Spreadsheet (CSV)
          • Pipedrive
          • Salesforce
        • Helpdesk integrations
          • Zendesk
        • 3rd party integrations
          • Segment
          • Zapier
          • Calendly
        • Other integrations
          • Custom API
          • Webhook
        • Tracking code
      • Managing
        • Configuring data retention
    • System-wide features
      • Working with filters
    • Setup
      • General
      • Brand book
      • Email, domain and templates
      • SMS
        • Numbers
        • Consent, opt out and default responses
        • Limits and fallback
        • Regulatory bundles
        • Preference center
      • Customer data
        • Engagement score
        • Fields
      • Attribution
      • Privacy, security and GDPR
    • Profile, accounts and plans
      • Checking and managing your plan
      • Canceling your subscription
      • 14-day trial plans
      • SMS billing
      • Migrating from Autopilot Journeys
    • Security
      • Backups
      • Data retention policy
      • Untrusted accounts
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  • Developer docs
    • latest
  • User guide
    • latest
  • User guide
  • Data sources
  • Configuring a new data source
  • CRM integrations

CRM integrations

This section provides instructions on how to use the Data sources page to integrate Ortto with specific customer relationship management (CRM) platforms and import data into Ortto from related applications/sources, including:

  • Spreadsheet (CSV)

  • Pipedrive

  • Salesforce

Stripe Spreadsheet (CSV)

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