Customer data without the export step
CRM data usually reaches an analyst as a spreadsheet somebody exported, at which point it is stale, ungoverned and full of personal data nobody classified. The CRM connector removes that step.
How it works
Records land as datasets
Contacts, accounts, opportunities and activities become profiled datasets in the catalogue.
PII flagged immediately
CRM data is mostly personal data. Those columns are detected at ingest so classification happens before the data spreads.
Refreshable
Put it in a flow and the extract stays current, instead of ageing from the moment it was taken.
Joinable
Once landed, CRM records join to your other datasets on matched keys with the match quality reported.
What happens after it lands
Once rows are in the catalogue, the connector that produced them stops mattering. The dataset is profiled, can be cleaned, modelled, put in a flow, governed and published exactly like every other dataset — which means switching how data arrives never means rebuilding what happens to it afterwards.
Questions about this connector
Does connecting a CRM modify records in it?
No. The connector reads.
How is personal data handled?
Columns that look like personal data are flagged on arrival for a classification decision, and policies can then restrict what may be done with them.
Can I limit which fields come across?
Yes — select the objects and fields you need rather than mirroring the whole CRM.
Other ways in
CSV & Excel upload
Drag a file in and start working. Profiled on arrival, no schema declared up front.
Database
Read from your existing relational database and pull tables in as datasets.
REST API
Point at an endpoint, map the response shape, and land it as rows.
FTP & SFTP
Collect the drops that still arrive as files on a server.
CDC sync
Change data capture, so the dataset follows the source instead of ageing.
Data lake
Read from — and write back to — object storage you already own.
Documents
PDFs and documents stored whole, for retrieval and generation rather than rows.
AI model providers
Your own model credentials, held as a connection like any other source.
See it on your own data
DataLens is in private beta. Bring a file, a database or an API and work through the whole lifecycle in one sitting.
Request beta access