Ortto + Pipedrive

Create custom activities in Ortto from new matching persons in Pipedrive

Streamline your sales processes by instantly creating custom activities in Ortto when specific people match certain filters in Pipedrive. This workflow spares you the manual task of cross-checking customer profiles and entering data in Ortto, saving you time and ensuring a seamless sales tracking. Enhance your productivity and optimize your work operations.

Streamline your sales processes by instantly creating custom activities in Ortto when specific people match certain filters in Pipedrive. This workflow spares you the manual task of cross-checking customer profiles and entering data in Ortto, saving you time and ensuring a seamless sales tracking. Enhance your productivity and optimize your work operations.

  1. When this happens...
    PipedrivePipedrive
    Person Matching Filter

    Triggers when a person newly matches a Pipedrive filter for the first time.

    TriggerScheduled
  2. automatically do this!
    OrttoOrtto
    Create Custom Activity

    Create a custom Activity for a person, optionally create a new record beforehand.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
ortto logo
ortto logo

About Ortto

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

Related categories

  • Marketing
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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