Keep Otto and Salesforce updated automatically.
Today you sign in to the seller account, look at what sold and carry it over by hand. What you already processed you track somewhere else. With this connector, what happens in Otto lands in Salesforce by itself, in the shape Salesforce expects. Request it and you get access; you hear from us within 24 hours.
What this connector takes off your hands
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Today you sign in to the seller account, look at what sold and carry it over by hand. What you already processed you track somewhere else.
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Today you create contacts by hand and search first whether someone exists, so no duplicate customer appears.
What Otto to Salesforce saves you
- Record every new Otto order against the right customer in Salesforce.
- Record every Otto return against the right customer in Salesforce.
- Record every Otto payout against the right customer in Salesforce.
- Record stock running low on Otto against the right customer in Salesforce.
- Record every cancellation on Otto against the right customer in Salesforce.
What travels across the link
Everything this connector moves between Otto and Salesforce, and how often.
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Contacts
to Salesforce automaticallyThe person or company lands on the right contact in Salesforce, found by email, so you create nothing twice.
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Leads
to Salesforce automaticallyEvery new enquiry becomes a lead in Salesforce, so follow-up does not hang off a stray email.
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Notes
to Salesforce automaticallyThe details land as a note on the contact in Salesforce, so the picture of that contact stays complete.
What each side expects
Otto and Salesforce do not describe the world the same way. This is what has to line up.
Otto
A marketplace supplies orders with their own order number and their own lines, plus returns and cancellations that arrive separately.
Salesforce
A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.
Setting it up
- 01
Request the connector
Request the Otto to Salesforce connector and get access. You hear from us within 24 hours.
- 02
We agree what should travel
Together we settle what should travel out of Otto. A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.
- 03
Test and switch on
You check the connector on a few test records before anything becomes final, then it runs by itself.
What you need
- A seller account with API access, created from within the account itself.
- An account you administer, with access to the data you want linked.
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
Request this connector: tell us what you need and we reply within 24 hours.
Common questions
Can you connect Otto to Salesforce?
Yes. Schakel connects through the official APIs of Otto and Salesforce, so you install nothing on your own server and nothing travels outside those two parties.
Does the connector prevent duplicate contacts in Salesforce?
Yes. Contacts are matched by email, so an existing customer in Salesforce is updated rather than a second one appearing.
Which contact in Salesforce does the information from Otto land on?
The contact that matches on email. If it does not exist yet, it is created with the details that come across from Otto.
Do I still have to log into Otto once the connector runs?
No. Once it runs, everything you now look up in the Otto seller account arrives in Salesforce by itself. You only open Otto when you want to check something yourself.
What does connecting Otto and Salesforce cost?
You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.
How often does Otto sync with Salesforce?
That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.
Does the connector also pick up Otto returns and cancellations?
Yes. Besides new orders, Schakel also sees returns and cancellations on Otto, so Salesforce does not lag behind what actually sold.
What if Otto or Salesforce is briefly unavailable?
Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.
Connect a different pair
Otto and Salesforce is one of many. Pick two systems and see what travels between them.
Missing something you need?
Tell us what Otto and Salesforce should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.