Ortto Integration

Ortto, formerly known as Autopilot Journey, is a customer journey and marketing automation platform designed to help businesses track, nurture, and engage leads and customers through automated, data-driven campaigns. It combines customer journey mapping, segmentation, and multichannel messaging to offer a seamless customer experience. This tool is particularly valued for its visual interface, allowing users to design customer journeys visually and manage complex workflows effortlessly.

The rebranding from Autopilot Journey to Ortto was a strategic move to reflect the company’s expanded capabilities beyond simple journey mapping. With Ortto, the platform integrates more advanced analytics, reporting, and CRM features, allowing businesses to gain a complete view of customer activity across channels. This shift reflects Ortto’s growth into a more comprehensive tool for customer lifecycle management, analytics, and engagement beyond traditional journey mapping.

Integrating Nuacom with Ortto combines call interaction data with Ortto’s journey tracking and customer data management features, giving businesses a unified view of customer touchpoints. This integration allows sales and support teams to see all customer communications in one place, enabling more tailored outreach and follow-ups. For example, if a customer has recently called, Ortto can trigger an automated message or follow-up email based on the conversation’s outcome, helping teams respond to customer needs promptly and strategically.

With the integration, calls made and received through Nuacom are logged in Ortto, providing data points that can trigger various workflows. For instance, after a call is marked as completed, Ortto can automatically create follow-up tasks, send a thank-you email, or enroll the customer in a post-call survey. This connection between call data and workflows allows teams to personalize communications based on real-time activity and improve responsiveness, especially valuable in sales and support scenarios.

Yes, the Nuacom and Ortto integration enables users to make and receive calls directly within Ortto, simplifying the communication process for sales and support teams. This feature streamlines workflows, as agents can contact leads and customers without leaving the Ortto interface. This setup not only saves time but also ensures that all call activities are logged within Ortto, providing a complete history of interactions for more informed customer interactions and streamlined follow-ups.