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

CData Connect AI is a cloud-native platform designed to provide self-service, real-time access to CRM data from systems such as Salesforce, Microsoft Dynamics CRM, Zoho CRM, SAP, and others without requiring code, ETL pipelines, infrastructure management, or data replication. It enables sales and marketing operations teams, BI analysts, automation specialists, and business leaders to connect live CRM information to tools including Power BI, Tableau, Google Sheets, Excel, Claude AI, and Power Automate for dashboards, natural-language analysis, and event-driven workflows. The platform uses virtualized data access to keep information current while offering OAuth authentication, role-based permissions, logging, and SOC 2-compliant governance features. Users can begin through a guided trial process by authenticating a CRM source, selecting a destination tool, and configuring the connection, with the stated goal of making live customer data available for analysis and automation within minutes.

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