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Data Sources

Connect external databases and data sources for analytics.

Built-in Sources​

Your CRM data is automatically available:

  • Contacts
  • Companies
  • Deals
  • Tasks
  • Activities
  • Campaigns
  • Workflow executions

External Connections​

Supported Databases​

  • PostgreSQL
  • MySQL
  • SQL Server
  • BigQuery
  • Snowflake

Setup​

  1. Go to Analytics → Data Sources
  2. Click + Add Source
  3. Select database type
  4. Enter connection details
  5. Test and save

Security​

  • Encrypted connections
  • Credential storage
  • Read-only access recommended

Custom Queries​

Write SQL to combine data:

SELECT
    c.name,
    COUNT(d.id) as deal_count,
    SUM(d.value) as total_value
FROM contacts c
LEFT JOIN deals d ON c.id = d.contact_id
GROUP BY c.name
ORDER BY total_value DESC

Schema Browser​

Explore available tables:

  • View table structure
  • See column types
  • Preview sample data
  • Copy column names
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