Ortto

Marketing automation and customer data platform, formerly Autopilot, for journeys, email, SMS and analytics.

02Data

What you can sync.

Tie Ortto people to pipeline and revenue in the Warehouse, and let a Mind report which programs move deals.

Need more? Name any other Ortto data the API returns, and the AI adds it to the connector.

03Credentials

Ortto uses an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Ortto if you need help.

04How it works

Pick Ortto.

Open Lake, pick Ortto in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Ortto API docs.
Answer a few questions.

The AI reads the Ortto documentation, then asks which credentials you will use, which data to sync (for example people and organizations), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
Your data lands in Lake.

It builds the connector, tests it and shows you sample rows. Then Ortto data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.

05Related