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/ Documentation /CartFlows/Integrations/ OttoKit Integration in CartFlows

OttoKit Integration in CartFlows

CartFlows now offers a seamless OttoKit integration, allowing WooCommerce store owners to automate tasks and enhance customer engagement. With this integration, you can set up workflows to track specific actions like opt-ins, upsell responses, or downsell interactions, all directly from your CartFlows dashboard. This helps with targeted marketing, CRM updates, and triggering emails based on user activity without the need to switch between different tools.

What is OttoKit?

OttoKit is an automation platform that connects multiple apps and simplifies workflows by triggering actions based on specific events.

Visit OttoKit website

How to Use OttoKit Integration

Step 1: Access Automation Menu

In your CartFlows dashboard, locate the new Automations menu.

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Step 2: Install or Access OttoKit

If OttoKit is not yet installed, you can do so from the Automations tab. If it’s already installed, click Create Workflow to start.

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Step 3: Configure Workflow for Funnel Steps

To create workflows for specific funnel steps like Checkout, Upsell, or Downsell:

1: Open the funnel editor and select the step you want to automate.

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2: Click Automation to open the OttoKit window for that step.

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Pro Tip: Workflows created here will also appear in your OttoKit account. Any updates will sync automatically between CartFlows and OttoKit.

Example: Add Users Who Declined an Upsell to Google Sheets

1: In OttoKit, create a workflow using CartFlows as the app and select Upsell Declined as the trigger event.

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2: Connect OttoKit to CartFlows. For guidance, refer to OttoKit WordPress Integration.

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3: In the Configure tab, select your funnel and the upsell step.

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4: Test the connection by clicking Fetch Data, then click Save.

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5: Choose your action app—here, select Google Sheets.

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6: Connect Google Sheets, choose the action Add New Row, and select your spreadsheet and worksheet.

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7: Test the connection using Test Action, then activate the workflow.

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Now, each time a user declines the upsell, their information is automatically added to your Google Sheets.

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