Ortto (AutoPilot) Integration

Ortto Integration for Customer Journey Analytics

Connect Ortto and let AI agents query customer journeys, email automation, and lead scores alongside paid campaign data from 500+ sources.

SOC 2 Type II
1,000+ Data Sources
Any Warehouse or BI Tool
A
Improvado Agent
Connected to Ortto (AutoPilot)
Show me our email performance for the Q1 nurture sequence.
Your Q1 nurture had 47,231 sends with a 23.4% open rate and 4.8% click rate. The 'Product Demo' email drove 892 conversions at a $47 CPA.
Pause the low-performing emails and increase send frequency on the demo email.
I've paused 3 underperforming emails and adjusted the demo email to send twice weekly. Estimated impact: +340 conversions/month.
Trusted by data-driven teams
DockerOMDhimsillyMattelASUSActivision
1,000+
Integrations
200+
Ortto (AutoPilot) Fields
99.9%
SLA Uptime
<5 min
Setup
SOC 2
Type II
Improvado Key Takeaways

Connect Ortto AutoPilot integration

Improvado connects to Ortto (AutoPilot) through official API endpoints with secure OAuth authentication. Our platform extracts customer journey data, email campaign performance, automation metrics, and lead scoring information. Data refreshes automatically every hour to capture real-time marketing automation activity. No manual report exports or CSV downloads required from your Ortto dashboard.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Ortto (AutoPilot) API
15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.
Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.
Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio
AI Agent access via MCP Query, write, and monitor Ortto (AutoPilot) through Claude, ChatGPT, Cursor, or any MCP client
Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.
OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.
Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.
Integration Details

Unified marketing automation data

Improvado's Marketing Common Data Model standardizes Ortto data alongside HubSpot, Marketo, and other marketing automation platforms. Customer journeys, email metrics, and lead scores align with universal marketing schemas. Your Ortto data combines seamlessly with advertising platforms and CRM systems for complete funnel analysis. Cross-platform marketing attribution becomes straightforward without custom API development.

Ortto API v1 · API key · hourly sync · incremental
Schema Overview

Data objects and fields Improvado extracts from Ortto (AutoPilot)

Object Fields
Campaign
sent delivered opened clicked unsubscribed bounced revenue
Journey
active_contacts completed conversion_rate revenue status
Email
open_rate click_rate bounce_rate unsubscribe_rate sends
Contact
activities tags lists score lifecycle_stage
How it works

From connection to autonomous action in three steps

1

Connect

Connect Ortto via OAuth. The agent accesses your campaigns, journeys, contact data, and activity logs with read-write permissions.

2

Ask

Ask questions like 'Which journey has the highest drop-off rate?' or 'Show me contacts who opened but didn't click in the last 30 days' or 'What's the average time to conversion for our onboarding sequence?'

3

Act

The agent pauses underperforming campaigns, adjusts send frequencies, creates new email sequences, updates contact segments, and modifies journey triggers based on performance thresholds you set.

Use Cases

What teams ask their AI agent about Ortto (AutoPilot)

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →
A
Improvado Agent Analysis

Combine Ortto customer journeys with Google Ads data for complete acquisition funnel analysis

Your AI agent analyzes Ortto (AutoPilot) data and delivers actionable insights — automatically, in seconds.

7 hrs → 35 min
A
Improvado Agent Cross-channel

Track email automation performance alongside social media and paid advertising campaigns

Your AI agent analyzes Ortto (AutoPilot) data and delivers actionable insights — automatically, in seconds.

Manual → auto
A
Improvado Agent Reporting

Build executive dashboards showing Ortto lead scores with sales pipeline and revenue data

Your AI agent analyzes Ortto (AutoPilot) data and delivers actionable insights — automatically, in seconds.

5 hrs → 40 min
AI Agent Access

Your agent maps Ortto customer journeys to every acquisition channel

Read

Reads campaign performance metrics, journey analytics, contact engagement data, conversion events, A/B test results, segment populations, email deliverability stats, and automation trigger history.

Write

Pauses or activates campaigns, adjusts send schedules, creates email sequences, updates journey logic, modifies contact segments, sets automation triggers, and configures A/B tests.

Monitor

Monitors conversion rate drops, engagement declines, deliverability issues, journey abandonment spikes, segment growth anomalies, and automation failures across your marketing workflows.

The AI agent queries email campaign performance, automation metrics, and lead scoring data from Ortto, then correlates them with Google Ads and social spend. It can identify which acquisition channels produce the highest-scoring leads, calculate email nurture impact on conversion rates, and explain pipeline changes by matching customer journey stages with ad exposure. Ask it which campaigns generate leads that convert fastest through Ortto workflows.

Claude ChatGPT Cursor Gemini Any MCP Client
Improvado Agent · Ortto (AutoPilot)
You
Show me top email campaigns by conversion rate this quarter
A
Email Campaigns
Campaign Conversions CVR
Product Demo Request 892 +18.2%
Case Study: Enterprise 634 +12.7%
Feature Launch: Analytics 521 +9.4%
Webinar Invite: Q2 387 +6.1%
Newsletter: March 203 +3.8%
5 campaigns · 47,231 sends · avg 11.2% CVR
You
Create a follow-up sequence for demo requests with no-show contacts
A
Sequence Created
3 emails · 2,147 contacts · 48hr intervals
Destinations

Send Ortto (AutoPilot) data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.

SOC
SOC 2 Type II Audited data management
H
HIPAA Healthcare compliance
EU
GDPR EU data protection
CA
CCPA California privacy
Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Ortto (AutoPilot) as one of 1,000+ integrated sources.

Feature Improvado Supermetrics Funnel.io Fivetran
Data fields extracted 200+ ~90 ~120 ~80
Total integrations 1,000+ ~150 ~500 ~300
Cross-channel normalization (CDM) ✓ Built-in ✗ Manual ● Basic mapping ✗ Raw only
AI Agent access (MCP) ✓ Read, Write, Monitor
Data warehouse destinations ✓ 16+ warehouses & BI tools Sheets, Looker, BigQuery BigQuery, Snowflake, Redshift ✓ Broad warehouse support
Refresh frequency Every 15 min Scheduled triggers Daily / 6hr Every 15 min (premium)
SOC 2 Type II & HIPAA ✗ SOC 2 only ✓ SOC 2
Best for Teams that want an AI agent, not a pipeline Small teams, spreadsheets Mid-market, data teams Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

What Ortto (AutoPilot) data does Improvado extract?
Improvado extracts customer journey data, email campaign metrics, automation performance, lead scoring, and contact information from Ortto. We capture open rates, click-through rates, conversion events, and behavioral triggers. Journey progression and automation funnel analytics are included in the data extraction.
How does Improvado connect to Ortto AutoPilot?
Improvado uses Ortto's REST API with OAuth 2.0 authentication to securely access your marketing automation data. You authorize our application through Ortto's secure login process. All data transfers use HTTPS encryption and follow Ortto's API rate limiting guidelines.
Can Improvado track Ortto customer journey stages?
Yes, Improvado maps complete customer journey progression through Ortto's automation workflows. Each journey stage, trigger event, and conversion point is captured with timestamps. You can analyze journey performance, drop-off rates, and optimization opportunities across all automation sequences.
How often does Ortto data update in Improvado?
Ortto data refreshes every hour to capture real-time automation activity and customer interactions. Email campaign metrics update as soon as sends and engagements occur. Historical journey data backfills are available for up to 12 months depending on your Ortto plan.
Does Improvado extract Ortto lead scoring data?
Improvado captures lead scores, scoring model criteria, and score change history from Ortto AutoPilot. Contact engagement levels, behavioral triggers, and qualification status are included. Lead scoring trends help optimize automation rules and sales handoff processes.
Can Ortto data combine with CRM platforms?
Yes, Ortto contact and journey data normalizes alongside Salesforce, HubSpot, and other CRM platforms through our Marketing Common Data Model. Lead information, engagement history, and conversion events align across systems. Marketing-to-sales attribution becomes possible without manual data matching.