ClickFunnels + Ortto
Create Ortto records when new contacts are identified in ClickFunnels
When a new contact is identified in ClickFunnels, this workflow swiftly generates a record in Ortto, ensuring you never miss important client data. This efficient process saves time by removing manual data transfers, keeping your contacts organized. Maintain your focus on growing your business, while your contact information is reliably transferred between ClickFunnels and Ortto.
When a new contact is identified in ClickFunnels, this workflow swiftly generates a record in Ortto, ensuring you never miss important client data. This efficient process saves time by removing manual data transfers, keeping your contacts organized. Maintain your focus on growing your business, while your contact information is reliably transferred between ClickFunnels and Ortto.
- When this happens...Contact Identified
Triggers when a new Contact is identified by email address or phone number.
- automatically do this!Create Record
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
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