How to Connect Ortto to WordPress

In this video, you will learn how to install WP Fusion and set up a direct connection to your Ortto account.

To get started install and activate the plugin, then navigate to settings » WP Fusion.

From the ‘Select Your CRM’ dropdown choose ‘Ortto’.

To enable the connection to Ortto we need to enter the Account Region you chose while signing up and your API Key.

You can create a new API key by logging into your Ortto account and navigating to More » Data Sources and clicking ‘New data source’.

Screenshot of a data sources page featuring an orange arrow highlighting the New data source button. The sidebar menu on the left lists options like Dashboards, Reports, and WP Fusion CRM integration Campaigns.

Select ‘Custom API (advanced)’

Icons for Slack, Salesforce, Typeform, and WP Fusion CRM integration are arranged in a grid. Slack sends messages, Salesforce imports objects, Typeform captures submissions, and WP Fusion CRM integration imports contacts. The Custom API icon is highlighted with an orange border.

Name your custom API, copy the Private API Key, and paste it into the appropriate field in WP Fusion.

Screenshot of WP Fusion settings page highlighting CRM integration options. Features sections for API Configuration with dropdowns for CRM and Account Region set to Europe. The API Key is partially blurred alongside a Connect button, while the License Key section has Deactivate License and Save Changes buttons.

Then, click on ‘Connect’.

WP Fusion will now establish a direct connection to your Ortto account and import your tags and custom fields.

To finalize the process click on ‘Save Changes’.

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