Improve Your Customer Journey: How to Connect Ortto with Albato

Integrate Ortto with 800+ Apps | Enhance Your Marketing Automation with Albato
12/19/2024
·
3 min. read

Ortto (formerly Autopilot) is a versatile platform for businesses that optimizes customer journey, allowing teams to automate marketing, track engagement, and personalize customer interactions at scale.

With Albato, you can seamlessly integrate Ortto with over 800 apps to enhance its automation capabilities, improve team productivity, and elevate customer experience.

Available Triggers:

Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

  • New Contact
  • Contact Added to List
  • Contact Removed From List

Available Actions:

Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

  • Add/Update Contact
  • Custom API request

App connection

Before setting up automations with Ortto, connect the app to Albato.

  1. Log in to your Albato account. If you don't have an account, sign up here.

  2. Go to the Apps section and click the Add a connection button.

Example.png

  1. In the search bar, type Ortto and select it from the menu. Then, click Add a connection to start the setup process.

Autopilot_Select app.png

  1. Choose a Name for your connection.

Autopilot_Connection fields.png

  1. Sign in to your Ortto account to obtain your API key. Expand the CDP tab and select Data sources.

Albato_Ortto_Data Source tab.png

  1. Click on New data source.

Albato_Ortto_New data source.png

  1. Choose Custom API (advanced) option.

Albato_Ortto_Custom API option.png

  1. Give the data source API a name.

In the Merge strategy fields, select the desired option in Default association. The most common person field used for this purpose is Email. The Association fallback is optional.

Albato_Ortto_Setup.png

  1. Click on the Create button.

Albato_Ortto_Create api.png

  1. Copy your API key.

Albato_Ortto_Copy the data.png

  1. Paste it in the Albato API Key field and click on Continue button.

Albato_Ortto_Paste the data.png

Once this process is done, you’ll see a success message and your Ortto account will be connected to Albato.


Related articles

Show more
Top 15 Tools for Outreach 2025
20 min. read

Top 15 Tools for Outreach 2025

In this article, you will find 15 top tools for outreach that help with contact enrichment, lead scoring, and more.

Top content automation tools in 2024
4 min. read

Top content automation tools in 2024

Maximize your reach in 2024 with tools designed for every content channel. Find out how top automation platforms can transform your workflow

How to Connect Typeflo to Albato
5 min. read

How to Connect Typeflo to Albato

By connecting Typeflo and Albato, you can automate document creation, content delivery and streamline your management process.

3 Ways How to Schedule Instagram Posts
Instagram for Business
15 min. read

3 Ways How to Schedule Instagram Posts

In this article, you will learn how to schedule Instagram posts using native scheduling, Meta Business Suite, and third-party apps and share tips on Instagram scheduling.

How to Optimize Your Workflows to Improve Efficiency
5 min. read

How to Optimize Your Workflows to Improve Efficiency

In this article, you will learn how to optimize your workflows for higher efficiency. The goal is to devise a system that allows employees to start the week with focus and get more done faster.

How to Connect Wave to Albato
3 min. read

How to Connect Wave to Albato

By connecting Wave and Albato, you can automate creating invoices, updating financial data, and managing transactions, saving your time and reducing manual work.

How to Connect CraftMyPDF to Albato
2 min. read

How to Connect CraftMyPDF to Albato

By connecting CraftMyPDF and Albato, you can streamline document creation and delivery.

How to Connect PlatoForms to Albato
3 min. read

How to Connect PlatoForms to Albato

By using PlatoForms and Albato, you can easily share signed PDFs to cloud storage, trigger email notifications, and sync collected data with your internal tools. Just follow these steps to integrate PlatoForms into your workflow.

How to Connect Fiken to Albato
4 min. read

How to Connect Fiken to Albato

By integrating Fiken with Albato, you can automate your financial processes and simplify workflows. Just follow the steps below to set it up.

How to Connect Trackdesk to Albato
4 min. read

How to Connect Trackdesk to Albato

By connecting Trackdesk and Albato, you can easily set up automations that streamline tracking and reporting of your affiliate marketing campaigns, as well as automate partner payouts. Just follow the steps below to set it up.

How to Connect Printify to Albato
3 min. read

How to Connect Printify to Albato

By connecting Printify and Albato, you can easily set up automations that simplify order processing. Just follow the steps below to set it up.

SaaS Integrations: Benefits, Challenges, and Best Practices
15 min. read

SaaS Integrations: Benefits, Challenges, and Best Practices

In this article, you will learn the essentials of SaaS integrations, including benefits, challenges, approaches, and future trends to optimize your business operations.