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A connector is the integration between Syntaxia and one of your source systems. You add connectors from the Add Source screen in Data Ops, and each one becomes a source card on your command center once it is active. Syntaxia uses a managed data integration layer to run every connector, so the steps to add a source are nearly identical across CRMs. You authorize Syntaxia on the source platform, your data lands in our pipeline, and your source card moves from pending to active once the first sync completes. You can also add a source without any connector at all. The Upload a CRM export card ingests a Salesforce export zip through the same pipeline as a live connection. See Upload a CRM export.

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Supported sources

Syntaxia supports connectors at three levels of maturity. Available connectors are fully wired into the ontology pipeline. Limited connectors sync data but do not yet feed into ontology discovery. Upcoming connectors are on the roadmap.

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Available

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No connector? Upload an export

The Add Source screen also offers Upload a CRM export. You upload a Salesforce export zip, Syntaxia reshapes it into the same pipeline as a live source, and the result is a normal source card with a point-in-time snapshot of the org. There is no OAuth step and no sync schedule: to refresh the data, you re-upload a newer export. Salesforce is the only supported CRM export today.

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ZoomInfo enrichment overlay

ZoomInfo is not a source you connect. When the ZoomInfo managed package enriches a connected Salesforce org, Syntaxia detects the enrichment automatically and creates a linked ZoomInfo source alongside the Salesforce parent. The overlay contributes account fields like industry, location, and intent scores to your unified accounts. The Accounts console marks fields that ZoomInfo contributed with a provenance pill. There is nothing to set up and nothing to authorize.

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Limited ontology support

Data syncs are available, but the ontology pipeline does not yet model these systems. You can connect them today and expect ontology coverage in a future release.
  • Apollo
  • Clari
  • Gong
  • Marketo
  • Microsoft Power BI (extended)
  • NetSuite
  • Salesforce Marketing Cloud

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Upcoming

These connectors are planned but not yet available in the Add Source screen.
  • 6sense
  • Attio
  • Microsoft Dynamics 365 CRM
Need a connector that is not listed? Email support@syntaxia.com so we can prioritize it.

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How the connection flow works

Every connector follows the same five-step pattern. The only thing that changes between source systems is which platform you authorize Syntaxia on. The upload path is the exception: it has no authorization step, since there is no platform to authorize against. See Upload a CRM export for that flow.
1

Open the Add Source screen

From your Data Ops command center, click Add Source. You must be in the Data Ops function. Members, admins, and owners can all add sources.
2

Pick the connector

Choose Salesforce, Salesforce Sandbox, HubSpot, Pipedrive, or Power BI from the Available list.
3

Name the connection

Enter a connection label like Salesforce - Production or HubSpot - EMEA. Labels help you tell sources apart on the command center, especially when an organization runs multiple instances of the same CRM.
4

Authorize on the source platform

Click Connect. Syntaxia opens a secure authorization window hosted by our managed pipeline partner. Sign in to the source platform and approve the requested scopes. You will be redirected back to Syntaxia automatically.
5

Wait for the first sync

Your source card appears on the command center with status syncing. The initial sync usually takes 5 to 30 minutes depending on the size of your CRM. Once complete, the card turns green and shows active.

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Required role

Adding, reconnecting, or removing a source requires the Data Ops function. Within Data Ops:
  • Members can resync, reconnect, and disconnect sources, and re-upload exports on uploaded sources.
  • Admins and owners can additionally trigger reprocessing and ontology discovery.
If you do not see the Add Source button, you are either not in Data Ops or your role does not permit it. See Functions and Source card scoping for the full role matrix.

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Per-source limits

Most connectors are unlimited per organization. Salesforce production is capped at 4 active connections per org. The Add Source screen shows remaining slots next to the Salesforce entry, and the form is disabled when you reach the cap. Disconnecting a source frees a slot only after the source is purged. Uploaded Salesforce sources count toward the slots shown on the Add Source screen, but the cap only disables new OAuth connections. Uploads are never blocked.

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What happens to your data

Once a connector is active, your data flows through the data pipeline. Raw CRM records land in object storage, get normalized into staging tables, are counted, and then surface in the Syntaxia UI. Nothing leaves the pipeline until you ask for it. When you disconnect a source, the connector is paused and data is preserved. When you purge a source, the connector, the staged data, and the source record are all permanently deleted. See Source systems for the full lifecycle.