Ortto
by Ortto
Nurture my leads, Communicate with leads, Manage my accounts, Other use cases
Sign up to installWhen you connect to Pipedrive to Ortto, you’ll unlock all of your people, organization, deal, and activity data to craft highly personalized messages across the customer journey, report on performance, score leads, and automate repetitive tasks like round-robin lead assignments.
With Ortto and Pipedrive you can do things like:
Installation instructions
Note: if you have a large number of people, organizations, and deals to sync it may take some time to complete. An email will notify you when your account is ready to use.
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Need to have great flexibility for People with Multiple Deals. Need to have options for Label triggers.
Basically it works fine. However, cause Pipedrive is a deal-based CRM and Ortto a CDP it sometimes feels like you have to work-around. Also, it seems like there're limited (no) options for leads.
Stopped using Autopilot - it's now called something else btw
Would love to use - however the integration was not great and hard to follow - suggest more tabled instructions
Some fields are not available in autopilot
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