Ortto
Filament

Ask questions about your Ortto data

Connect Ortto to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Setup in minutes

Ortto tracks your contacts and marketing journeys, but understanding which campaigns drive revenue or how email engagement affects customer lifetime value requires connecting to your payment and analytics tools. Filament links your Ortto data with Stripe, Google Analytics, and other sources so you can explore cross-platform marketing performance in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Ortto KPIs with Filament Analytics

Connect your Ortto account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Ortto metrics you can track in Filament:

People
Contact records including email addresses, custom fields, tags, and activity history. Track individual customer journeys and segment membership.
records:
idemailfirst_namelast_nametagscreated_atupdated_at
Audiences
Dynamic and static audience segments used for targeting campaigns and journeys. Understand segment sizes and membership criteria.
records:
idnamedescriptiontypecountcreated_at
Tags
Labels applied to contacts for organization and segmentation. Track tag usage and contact categorization across your database.
records:
idnamecountcreated_at
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Combine Ortto with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Ortto lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
trello
zendesk-support

Your Ortto data gets even more powerful when combined with other tools:

Ortto
Stripe

Ortto + Stripe

Connect Ortto contacts with Stripe payments to see which email campaigns and audience segments generate the most revenue and highest customer lifetime value.

Ortto
Google Analytics

Ortto + Google Analytics

Connect Ortto audience data with Google Analytics sessions to understand how your marketing automation affects website behavior and conversion rates.

Ortto
Google Ads

Ortto + Google Ads

Connect Ortto contacts with Google Ads campaigns to measure how paid acquisition flows through your marketing automation and impacts engagement.

Benefits of Filament's Ortto Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Ortto account

Connect your Ortto account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Ortto data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Ortto dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Ortto integration FAQ

Everything you need to know about connecting Ortto with Filament and getting the most out of your data.