Refresh current records
Choose one connected account for your project. Send its accessible records to your reporting destination.
Review contacts, companies and deals from the organization you choose.
Updated October 2026
Choose one connected account for your project. Send its accessible records to your reporting destination.
Let selected teammates propose changes to approved fields. Review exact before and after values before each change is applied.
Choose writable fields separately for each connection. Changed permissions cancel pending proposals and require a fresh review.
Claude or ChatGPT can read the same numbers. You ask in a normal sentence, and the answer stays with your report.
0 metrics and 8 ways to split them.
Browse the documented fields below. In the app, choose your project connection to load its field list. Availability depends on API permissions, report type, and compatible field combinations. Property-specific custom fields appear after connecting.
Current accessible records in the connected organization, independent of report dates. Standard name, description and modification fields only; custom fields, revenue totals and historical pipeline changes are not reported.
Use thisCurrent accessible records in the connected organization, independent of report dates. Standard name, description and modification fields only; custom fields, revenue totals and historical pipeline changes are not reported.
Use thisCurrent accessible records in the connected organization, independent of report dates. Standard name, description and modification fields only; custom fields, revenue totals and historical pipeline changes are not reported.
Use thisSample
| Record names | Descriptions | Created at | Updated at |
|---|---|---|---|
| 1,240 | Card payment | 1,240 | Oct 27 |
| 640 | Refund | 640 | Oct 28 |
| 210 | Invoice | 210 | Oct 29 |
Sample numbers, so you can see the shape. Your report uses your accounts.
Read current accessible Contacts, Accounts and Deals in one authorized organization and region. Standard names, descriptions, creation and modification times are returned. Report dates do not reconstruct historical pipeline state. Custom fields are offered separately for supported owner-approved edits, not as report columns.
Free to start. Paid plans add more connections and refresh faster.
Free and Starter refresh once a day. Pro refreshes every hour. Agency refreshes every 15 minutes on the first 50 connections.
No. Name a project, add a connection, then choose a report and destination.
Reporting reads existing records. Optional updates require the owner to choose actions, writable fields and eligible teammates and approve every proposed change. Provider field restrictions still apply; Zoho rules, cadences and connected automations may react. No amounts, stages, ownership, consent, record creation or deletion.
This page lists 0 metrics and 8 ways to split them. You pick the columns when you build the report.
Read current accessible Contacts, Accounts and Deals in one authorized organization and region. Standard names, descriptions, creation and modification times are returned. Report dates do not reconstruct historical pipeline state. Custom fields are offered separately for supported owner-approved edits, not as report columns. Account permissions and the records available from the provider determine which rows can be read.
Yes. The same numbers can go to a sheet, a chart, a warehouse, or an assistant.