How to Pull CRM Data from Salesforce, HubSpot, and 38+ Platforms with a Unified API
October 27, 2025
Customer data powers every SaaS product — from dashboards to AI copilots. But CRM systems each use different schemas, authentication models, and rate limits. Building and maintaining connectors for Salesforce, HubSpot, and dozens of others slows teams down and fragments data pipelines.
Unified.to makes it simple to fetch normalized CRM data across 38+ platforms through one unified API. Your product can power analytics, insights, and AI workflows using live CRM context — without writing vendor-specific code or managing sync logic.
When to Use CRM Data Sync
With a unified API, you can:
- Build customer 360 dashboards that unify accounts, contacts, deals, and activities.
- Feed AI pipelines (RAG, scoring, summarization) with current CRM context.
- Generate operational insights like pipeline health, attribution, and engagement analytics.
- Backup and archive CRM data directly into your warehouse or object storage.
Unified Objects & Key Entities
Unified.to normalizes core CRM entities across 38+ systems, giving you a consistent data model for analytics and AI:
| Object | Purpose | Notes |
|---|---|---|
| Company / Account | Customer entity for rollups and health scoring | Top-level object for segmentation and reporting. |
| Contact | Stakeholders and participants | Join with company and deal participation. |
| Deal / Opportunity | Pipeline and revenue tracking | Includes stages, probability, amounts, and close dates. |
| Event / Activity | Engagement timeline | Captures emails, calls, meetings, notes, and tasks. |
| Lead | Pre-qualified prospects | Useful for top-funnel analytics. |
| Pipeline | Stages and workflow metadata | Used for conversion or velocity analysis. |
Each object includes consistent identifiers, timestamps, and relationships across all CRM integrations, with optional passthrough for raw or custom fields.
Supported Systems
Unified.to connects to 38+ CRM platforms, including:
Salesforce, HubSpot, Pipedrive, Zoho CRM, Microsoft Dynamics 365, Copper, Close, Insightly, and more. See the full list of supported CRM integrations.
Data Flow for CRM Data Sync
- Connect — The customer authenticates their CRM via Unified Connect, returning a secure
connection_id. - Baseline Backfill — Fetch normalized objects (Companies, Contacts, Deals, Events, Leads, Pipelines) to seed your database, index, or data warehouse.
- Incremental Sync — Use Unified's webhooks or managed polling to retrieve new or updated records in real time.
- Store or Process — Push normalized data into your database, warehouse, or object storage for analysis, RAG pipelines, or archival.
- Build Insights — Run analytics for cohorts, win rates, or engagement trends.
- Optional AI Layer — Export CRM text fields to your vector index for semantic search or retrieval-augmented generation (RAG) workflows.
With real-time, normalized data from Unified.to, your product can deliver analytics, dashboards, and AI features that reflect the most current customer state — across every CRM your customers use.
Why Product Teams Choose Unified.to
- One schema, 38+ CRMs — No custom mapping or per-vendor logic.
- Real-time accuracy — Webhook-driven updates, never stale snapshots.
- AI-ready infrastructure — Unified models integrate directly into RAG, LLM, or analytics pipelines.
- Zero maintenance — Unified handles tokens, retries, and API updates behind the scenes.
Launch analytics, AI, or data backup features that work across every CRM — without building integrations yourself.
Start your free 30-day trial or book a demo to see how Unified.to simplifies CRM data access.