Connect CRM Data to the Tools You Use—No Pipelines or Complexity

Customer relationship platforms are rich with business-critical insights but getting that data into the hands of those who need it can be frustrating. Sales and marketing ops teams need real-time visibility into pipeline movement and campaign performance. BI analysts want to build live dashboards without relying on manual exports or stale data. Process automation pros might be looking for ways to trigger actions based on CRM events.

Too often, these teams are left waiting on data engineering support or forced into time-consuming workarounds.

CData Connect AI simplifies CRM connectivity by delivering real-time access to platforms like Salesforce, Act CRM, ActiveCampaign, Outreach.io, SAP, Microsoft Dynamics CRM, Sugar CRM or Zoho CRM — all through a cloud-native interface designed for self-service. With no infrastructure to manage, no data to replicate, and no need to write code, teams can connect and use live CRM data wherever they work.

Real use cases: How teams are unlocking CRM with Connect AI

For Sales Ops and Marketing Ops professionals, fast access to reliable CRM data can mean the difference between hitting a revenue goal or missing key signals. With CData Connect AI, teams can authenticate their CRM accounts and start working with live data in tools like Claude AI, Power BI, Tableau, Google Sheets, or Excel—often in under five minutes.

There’s no ETL setup. No need to build pipelines or copy data into a warehouse. Instead, users connect directly to the CRM source and query live data from dashboards that update in real time.

For analysts and business leaders exploring AI tools, the same CRM data becomes even more valuable when connected to large language models like Claude. Connect AI enables a governed, real-time bridge between your CRM and any AI tool capable of making SQL or REST calls—so users can ask questions in natural language and get real answers backed by current data.

Automation specialists are using Connect AI to power workflows in platforms like Power Automate, where they can trigger emails, messages, or data syncs based on live CRM updates. Because the platform integrates natively with these tools, setting up automations requires no special engineering—just point, click, and activate the flow.

What makes Connect AI different

The biggest advantage of using CData Connect AI is speed and simplicity. Most CRM connectors require nothing more than your CRM login or an API token to get started. OAuth authentication is built in for popular services, so setup is both secure and user-friendly.

Once authenticated, users can immediately connect that live CRM data to any supported BI, automation, or AI tool. The data is never replicated or stored within Connect AI —it’s virtualized and accessed in real time, ensuring accuracy and reducing data management overhead.

Teams also benefit from centralized governance features like user roles, permission controls, detailed logging, and SOC 2-compliant infrastructure—all built into the platform by default.

Fast path to value: What you’ll need to get started

Getting started with CRM connectivity in CData Connect AI is straightforward:

First, sign up for a free trial. Then, use the guided connection wizard to authenticate your CRM source. In most cases, this means logging in or providing an API token. Once connected, choose your destination — Power BI, Tableau, Google Sheets, Claude, Power Automate, or any other supported tool — and follow a simple setup guide to complete the integration.

From there, you're working with live CRM data, instantly available for analysis, automation, or AI.

Unlock your CRM’s full potential—without slowing down

CData Connect AI helps business teams move faster by taking the complexity out of CRM integration. With real-time connectivity, self-service setup, and broad support for tools your teams already use, it's never been easier to get data flowing exactly where it's needed.

Sales Ops can monitor the pipeline in real time. Marketing Ops can track attribution across campaigns. Analysts can use AI to extract insights from customer interactions. Automation teams can drive processes based on live CRM triggers. And it all happens in minutes—not weeks.

Ready to connect your CRM and accelerate your workflows? Start a trial, authenticate your CRM, and see how easy it can be to work with live customer data—no developers required.