When 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:

• Sync your data to bring your Pipedrive records into your Ortto CDP, and vice versa.
• Activate your data to create audiences, personalize messages, and report on key metrics.
• Dynamically maintain audiences in your ad platforms to improve paid performance.
• Score leads using all your demographic, firmographic, and behavioral data.
• Automate round-robin lead assignments using our intuitive, visual journey builder.
• Notify teams when leads are assigned or changed with automated Slack and email messages.
• Automate initial outreach with journeys based on new records to save your sales team valuable time.
• Build reports and dashboards to track performance and generate insights.

Installation instructions

• Click the “Sign up to install” button
• Authorize the permissions required to sync your data to Ortto
• Follow the setup wizard

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.