Marketing data integrations, read-only by default
VirtualCmo connects to the analytics, ad, CRM, email and revenue tools you already use. Connections read data to plan and score your marketing; the only write permission is budget changes inside your guardrails, and you can disconnect any source at any time.
- Read-only scopes unless you allow budget changes
- CSV import for any tool without a connector
- Hourly sync, disconnect with one click
Web analytics
Traffic, conversions and search demand, so the plan knows how many visits each channel turns into leads.
Google Analytics 4
Read reports
Google Search Console
Read search performance
Advertising
Spend, clicks and conversions per campaign, so budget moves follow real CAC and ROAS rather than last month's habit.
Google Ads
Read campaigns, change budgets within guardrails
Meta Ads
Read campaigns, change budgets within guardrails
LinkedIn Ads
Read campaigns, change budgets within guardrails
CRM
Opportunities, stages and closed revenue, so marketing is measured against pipeline and won deals, not form fills.
HubSpot
Read deals, contacts and lifecycle stages
Salesforce
Read opportunities and accounts
Pipedrive
Read deals
Flow and campaign results, so the Email agent can see which sequences turn leads into pipeline.
Klaviyo
Read flows and campaign results
Mailchimp
Read campaign results
Revenue
Orders, subscriptions and refunds, so LTV and payback come from what customers actually paid.
Shopify
Read orders and customers
Subscription billing revenue
Read charges and subscriptions
Any source
Daily spend and results per channel for tools without a connector, or for history you want included.
CSV import
Upload a file with daily spend and results per channel
What happens to your data
- Access tokens are encrypted at rest, and traffic is encrypted in transit.
- Your data is used to plan and report for your workspace only. It is never used to train shared models.
- Roles decide who can connect sources and who can approve budget changes.
- Disconnect a source and it stops syncing at once; synced data is deleted on request.
Details on the security page.
Frequently asked questions
Can VirtualCmo change anything in our ad accounts?
Only budgets, only within the guardrails you set, and only if you grant that permission when connecting. Every other scope is read-only, and Approve mode is the default.
What if a tool we use is not listed?
Use the CSV import with daily spend and results per channel. The plan, budget split and recommendations work the same way with imported data.
How often does data sync?
Connected sources sync hourly. Scale and Enterprise add daily budget pacing on top of the weekly re-plan.
How many sources can we connect?
Growth connects up to 6 data sources, Scale and Enterprise as many as you need. See pricing.
How do we disconnect a source?
In the app under Connections, one click per source. You can also revoke access from the provider side at any time. Ask [email protected] and synced data from that source is deleted.
See the plan your revenue target needs
Enter your website, revenue target and monthly budget. The required pipeline and three recommendations are ready in about a minute.