Ontraport logoCRM integration

Ontraport reporting & pipeline

Turn cRM contacts, attribution, transactions, purchases, products, orders, and subscriptions into 57 governed metrics for dashboards, agent answers, and cross-channel reporting.

What you can do with Ontraport in Maven

Maven models Ontraport into governed metrics from the semantic layer for dashboards, agent answers, and cross-channel reporting. Report Ontraport alongside Google Ads, LinkedIn Ads and Google Analytics 4. Keep the same definitions in every report without rebuilding exports or metric logic.

Questions you can ask

Just ask Maven about Ontraport

Maven’s agent answers in plain language with the right metric definitions applied automatically. These are real, verified questions it can run today.

What is our current MRR?

How many ecommerce orders did we get per week over the last 12 weeks?

Show ecommerce refunds by platform

Show cancelled orders by financial status

Show order discounts by customer type

How it works

Connect Ontraport, then map the first workflow

No SQL, no warehouse setup, no data engineer. Connect the source, then Maven models the fields needed for the first trusted workflow.

Step 1

Connect Ontraport

Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.

Step 2

Maven syncs and models the data

Maven pulls your Ontraport data (6 objects) and models it into governed, conformed tables, no SQL, warehouse, or pipeline setup required.

Step 3

Report, ask, and automate

Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.

What Maven syncs from Ontraport

CRM contacts, lifecycle, first/last attribution, and LTV totalsInvoices and refund receiptsCompleted product-level purchasesSubscriptions, plans, trials, and future billing stateFuture invoice schedulesProduct catalog

Works well with

Report Ontraport alongside the rest of your stack

FAQ

Ontraport reporting questions

Can I combine Ontraport with other data sources?

Yes. Ontraport reports alongside sources like Google Ads, LinkedIn Ads, Google Analytics 4, Klaviyo and Shopify. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.

What Ontraport data does Maven sync?

Maven syncs cRM contacts, lifecycle, first/last attribution, and LTV totals, invoices and refund receipts, completed product-level purchases, subscriptions, plans, trials, and future billing state, future invoice schedules and product catalog from Ontraport.

How often does Ontraport data sync to Maven?

Maven keeps Ontraport data on scheduled refreshes after the source is connected, with sync status visible in the workspace before reports are shared.

Is my Ontraport data secure with Maven?

Yes. Maven encrypts integration credentials and tokens, scopes access to the workspace, and uses the connection only to sync the reporting data needed for governed analytics.

Ready to make client reporting easier to run and defend?

Bring one client report or disputed metric. We'll map the workflow and where Maven fits.

One report, reviewed end to end

Clear roles across data, QA, and delivery

No pitch deck. We follow up to schedule a working session.

Book a Demo