Act CRM Integration Guides and Tutorials

Jerod Johnson
Director, Technology Evangelism

A list of guides and tutorials for connecting to and working with live Act CRM data.

CData Software's connectivity tools enable users to connect directly to live Act CRM data data from widely-used BI, analytics, ETL, and custom applications, ensuring that our customers can access their data wherever they desire. Below, you'll find a collection of guides and tutorials on integrating with live Act CRM data.

Integration Use-Cases

Click below to jump to articles related to specific integration use-case.

Artificial Intelligence - agents, chatbots, and workflows (Claude, ChatGPT, n8n, crewAI, etc.)
Business Intelligence & Analytics - charting, reports, and more (Tableau, Power BI, Amazon QuickSight, etc.)
ETL & Replication - moving and replicating data (CData Sync, AWS Glue, Oracle Data Integrator, etc.)
Data Virtualization - retrieving and manipulating data (DbVisualizer, SQL Server PolyBase, etc.)
Software Development - developing custom applications (.NET, AngularJS, Ruby, Python, etc.)
Data Management - managing data (DBArtisan, RazorSQL, SQuirreL, etc.)
Workflow Automation - building automated workflows (SSIS, Power Automate, etc.)

Artificial Intelligence

Product	Technology	Article Title
Agentforce	Connect AI	Connecting Agentforce with Act CRM Data
Azure AI Foundry	Connect AI	Use Azure AI Foundry to Talk to Your Act CRM Data
Boomi AgentStudio	Connect AI	Integrating Boomi AgentStudio with Act CRM Data
ChatGPT	Connect AI	Connect Act CRM Data to ChatGPT
Claude Desktop	MCP Server	How to Query Live Act CRM Data in Claude Desktop
Claude Code	Connect AI	How to Query Live Act CRM in Claude Code
Claude.ai	Connect AI	Use Claude.ai to Talk to Your Act CRM Data
Cline (VS Code)	MCP Server	How to Access Live Act CRM Data in Visual Studio Code via Cline
crewAI	Connect AI	How to Connect to Live Act CRM Data from crewAI Agents
Cursor	Connect AI	Integrate Cursor with Live Act CRM Data
Databricks Agent Bricks	Connect AI	Use Databricks Agent Bricks to Talk to Act CRM Data
Dataiku	Connect AI	Integrating Dataiku with Act CRM Data
Flowise	Connect AI	How to Connect Flowise AI Agents to Live Act CRM Data
Gemini (CLI)	Connect AI	How to Connect to Live Act CRM Data from Gemini CLI
Gemini Enterprise	Connect AI	How to Connect to Live Act CRM Data from Gemini Enterprise
Google ADK	Connect AI	How to Connect to Live Act CRM Data from Google ADK Agents
Google Vertex AI	Connect AI	Integrate Google Vertex AI Agents with Live Act CRM Data
Gumloop	Connect AI	Integrating Gumloop with Act CRM Data
IBM watsonx Orchestrate	Connect AI	Build AI Agents with Act CRM Data in IBM watsonx Orchestrate
Langchain	Connect AI	Integrating LangChain with Act CRM Data
LangGraph	Connect AI	Integrating LangGraph with Act CRM Data
Mastra	Connect AI	Connecting Mastra with Act CRM Data
Mistral (Le Chat)	Connect AI	Connect Act CRM Data to Mistral
MS Copilot Studio	Connect AI	Connect Act CRM Data to Microsoft Copilot Studio
n8n	Connect AI	Build Act CRM-Connected Workflows and AI Agents in n8n
OpenAI SDK (Python)	Connect AI	How to Connect to Live Act CRM Data from OpenAI Python Applications
Python MCP Server	Python	Connect Act CRM to AI Assistants With the CData Python MCP Server
Relevance AI	Connect AI	Build Agents in Relevance AI with Access to Live Act CRM Data
Sourcegraph Amp	Connect AI	How to Connect to Live Act CRM Data from Sourcegraph Amp

Business Intelligence & Analytics

Product	Technology	Article Title
Alteryx Designer	ODBC	Prepare, Blend, and Analyze Act CRM in Alteryx Designer (ODBC)
Alteryx Designer	Connect AI	Work with Live Act CRM Data in Alteryx Designer (Connect AI)
Amazon QuickSight	Connect AI	Build Interactive Dashboards from Act CRM Data in Amazon QuickSight
Amazon SageMaker	Connect AI	Integrate Live Act CRM data into Amazon SageMaker Canvas
Aqua Data Studio	JDBC	Connect to Act CRM in Aqua Data Studio
AWS Databricks	JDBC	Process & Analyze Act CRM Data in Databricks (AWS)
Azure Analysis Services	Connect AI	Model Act CRM Data Using Azure Analysis Services
Birst	JDBC	Build Visualizations of Act CRM in Birst
BIRT	JDBC	Design BIRT Reports on Act CRM
Clear Analytics	ODBC	Build Charts with Act CRM in Clear Analytics
Cognos Analytics (On-Prem)	Connect AI	Analyze Act CRM Data in Cognos Analytics
DBxtra	ODBC	Build Dashboards with Act CRM in DBxtra
Domo	ODBC	Create Datasets from Act CRM in Domo Workbench
Dundas BI	ODBC	Build Dashboards with Act CRM in Dundas BI
FineReport	JDBC	Feed Act CRM into FineReport
Gecokboard	Connect AI	Create Dashboards and Visualize Live Act CRM Data in Geckoboard
Google Sheets	Connect Spreadsheets	Access Live Act CRM Data in Google Sheets
Grafana	Connect AI	Create Act CRM-Connected Dashboards in Grafana
IBM Cognos BI	ODBC	Create Data Visualizations in Cognos BI with Act CRM
Infragistics Reveal	Connect AI	Analyze Act CRM Data in Infragistics Reval
JasperServer	JDBC	Create Act CRM Reports on JasperReports Server
Jaspersoft BI Suite	JDBC	Connect to Act CRM in Jaspersoft Studio
JReport Designer	JDBC	Integrate with Act CRM in JReport Designer
Klipfolio	Connect AI	Create Act CRM-Connected Visualizations in Klipfolio
KNIME	JDBC	Enable the Act CRM JDBC Driver in KNIME
LINQPad	ADO.NET	Working with Act CRM in LINQPad
Looker	Connect AI	Analyze Act CRM Data in Looker
Looker Studio	Connect AI	Create Reports from Act CRM Data in Looker Studio
Metabase	Connect AI	Create Interactive Act CRM-Connected Metabase Dashboards
Microsoft Excel	Connect Spreadsheets	Access Live Act CRM Data in Excel Desktop
Microsoft Excel for the Web	Connect Spreadsheets	Access Live Act CRM Data in Excel for the Web
Microsoft SSAS	ADO.NET	Build an OLAP Cube in SSAS from Act CRM
MicroStrategy	Connect AI	Connect to Live Act CRM Data in MicroStrategy through Connect AI
MicroStrategy	JDBC	Use the CData JDBC Driver for Act CRM in MicroStrategy
Microstrategy Desktop	JDBC	Use the CData JDBC Driver for Act CRM in MicroStrategy Desktop
Microstrategy Web	JDBC	Use the CData JDBC Driver for Act CRM in MicroStrategy Web
Mode Analytics	Connect AI	Create Act CRM-Connected Visualizations in Mode
OBIEE	JDBC	Act CRM Reporting in OBIEE with the Act CRM JDBC Driver
pandas	Python	Use pandas to Visualize Act CRM in Python
Pentaho Report Designer	JDBC	Integrate Act CRM in the Pentaho Report Designer
Power BI Desktop	Power BI	Author Power BI Reports on Real-Time Act CRM
Power BI Service	Connect AI	Visualize Live Act CRM Data in the Power BI Service
Power Pivot	Connect AI	Access Act CRM Data in Microsoft Power Pivot
Power Query	Connect AI	Access Act CRM Data in Microsoft Power Query
Qlik Cloud	Connect AI	Create Apps from Act CRM Data in Qlik Sense Cloud
QlikView	ODBC	Connect to and Query Act CRM in QlikView over ODBC
R	JDBC	Analyze Act CRM in R (JDBC)
R	ODBC	Analyze Act CRM in R (ODBC)
RapidMiner	JDBC	Connect to Act CRM in RapidMiner
Redash	Connect AI	Query, Visualize, and Share live Act CRM Data in Redash
SAP Analytics Cloud	Connect AI	Analyze Act CRM Data in SAP Analytics Cloud
SAP Business Objects	JDBC	Create an SAP BusinessObjects Universe on the CData JDBC Driver for Act CRM
SAP Crystal Reports	JDBC	Publish Reports with Act CRM in Crystal Reports (JDBC)
SAP Crystal Reports	Connect AI	Publish Reports with Act CRM in Crystal Reports (Connect AI)
SAS	ODBC	Use the CData ODBC Driver for Act CRM in SAS for Real-Time Reporting and Analytics
SAS JMP	ODBC	Use the CData ODBC Driver for Act CRM in SAS JMP
SAS Viya	Connect AI	Analyze Live Act CRM Data in SAS Viya
Sisense	JDBC	Visualize Live Act CRM in Sisense
Spago BI	JDBC	Connect to Act CRM in SpagoBI
Tableau	Tableau	Visualize Act CRM in Tableau Desktop
Tableau	Connect AI	Visualize Act CRM in Tableau Desktop (Connect AI)
Tableau Cloud	Connect AI	Build Act CRM Visualizations in Tableau Cloud
Tableau Server	Tableau	Publish Act CRM-Connected Dashboards in Tableau Server
ThoughtSpot	Connect AI	Model, Search, and Visualize Live Act CRM Data in ThoughtSpot
TIBCO Spotfire	ADO.NET	Visualize Act CRM in TIBCO Spotfire through ADO.NET
TIBCO Spotfire Server	JDBC	Operational Reporting on Act CRM from Spotfire Server
Visio	ODBC	Link Visio Shapes to Act CRM
Zoho Analytics	Connect AI	Create Act CRM-Connected Dashboards in Zoho Analytics

ETL & Replication

Product	Technology	Article Title
Airbyte	Connect AI	Connect to Act CRM Data in Airbyte ELT Pipelines
Amazon Redshift	CData Sync	Automated Continuous Act CRM Replication to Amazon Redshift
Amazon S3	CData Sync	Automated Continuous Act CRM Replication to Amazon S3
Apache Airflow	JDBC	Bridge Act CRM Connectivity with Apache Airflow
Apache Camel	JDBC	Integrate with Act CRM using Apache Camel
Apache Cassandra	CData Sync	Automated Continuous Act CRM Replication to Apache Cassandra
Apache Kafka	CData Sync	Automated Continuous Act CRM Replication to Apache Kafka
Apache NiFi	JDBC	Bridge Act CRM Connectivity with Apache NiFi
Apache NiFi Batch Operations	JDBC	Perform Batch Operations with Act CRM Data in Apache NiFi
AWS Glue	Connect AI	Build ETL Jobs with Act CRM Data in AWS Glue Jobs
Azure Data Factory	Connect AI	Import Act CRM Data Using Azure Data Factory
Azure Data Lake	CData Sync	Automated Continuous Act CRM Replication to Azure Data Lake
Azure Synapse	CData Sync	Automated Continuous Act CRM Replication to Azure Synapse
BIML	SSIS	Use Biml to Build SSIS Tasks to Replicate Act CRM to SQL Server
CloverDX	JDBC	Connect to Act CRM in CloverDX (formerly CloverETL)
Couchbase	CData Sync	Automated Continuous Act CRM Replication to Couchbase
CSV	CData Sync	Automated Continuous Act CRM Replication to Local Delimited Files
Databricks	CData Sync	Automated Continuous Act CRM Replication to Databricks
ETL Validator	JDBC	How to Work with Act CRM in ETL Validator
FoxPro	ODBC	Work with Act CRM in FoxPro
Google AlloyDB	CData Sync	Automated Continuous Act CRM Replication to Google AlloyDB
Google BigQuery	CData Sync	Automated Continuous Act CRM Replication to Google BigQuery
Google Cloud SQL	CData Sync	Automated Continuous Act CRM Replication to Google Cloud SQL
Google Data Fusion	JDBC	Build Act CRM-Connected ETL Processes in Google Data Fusion
Google Data Fusion	Connect AI	Build Pipelines with Live Act CRM Data in Google Cloud Data Fusion (CData Connect AI)
Heroku / Salesforce Connect	CData Sync	Replicate Act CRM for Use in Salesforce Connect
HULFT Integrate	JDBC	Connect to Act CRM in HULFT Integrate
IBM DB2	CData Sync	Automated Continuous Act CRM Replication to IBM DB2
Informatica Cloud	JDBC	Integrate Act CRM in Your Informatica Cloud Instance
Informatica PowerCenter	JDBC	Create Informatica Mappings From/To a JDBC Data Source for Act CRM
Jaspersoft ETL	JDBC	Connect to Act CRM in Jaspersoft Studio
Microsoft Access	CData Sync	Automated Continuous Act CRM Replication to Microsoft Access
Microsoft Azure Tables	CData Sync	Automated Continuous Act CRM Replication to Azure SQL
Microsoft Excel	Excel	Transfer Data from Excel to Act CRM
Microsoft Power Automate	Connect AI	Build Act CRM-Connected Automated Tasks with Power Automate (Desktop)
Microsoft OneLake	CData Sync	Automated Continuous Act CRM Replication to Microsoft OneLake (Fabric}
MongoDB	CData Sync	Automated Continuous Act CRM Replication to MongoDB
MySQL	CData Sync	Automated Continuous Act CRM Replication to MySQL
Oracle Data Integrator	JDBC	ETL Act CRM in Oracle Data Integrator
Oracle Database	CData Sync	Automated Continuous Act CRM Replication to Oracle
Pentaho Data Integration	JDBC	Integrate Act CRM in Pentaho Data Integration
petl	Python	Extract, Transform, and Load Act CRM in Python
PostgreSQL	CData Sync	Automated Continuous Act CRM Replication to PostgreSQL
Replicate to MySQL	PowerShell	Replicate Act CRM to MySQL with PowerShell
SAP HANA	CData Sync	Automated Continuous Act CRM Replication to SAP HANA
SingleStore	CData Sync	Automated Continuous Act CRM Replication to SingleStore
SnapLogic	JDBC	Integrate Act CRM with External Services using SnapLogic (JDBC)
SnapLogic	Connect AI	Integration with Act CRM Data in SnapLogic (Connect AI)
Snowflake	CData Sync	Automated Continuous Act CRM Replication to Snowflake
SQL Server	CData Sync	Automated Continuous Act CRM Replication to SQL Server
SQL Server Linked Server	Connect AI	Connect to Act CRM Data as a SQL Server Linked Server
SQLite	CData Sync	Automated Continuous Act CRM Replication to SQLite
Talend	JDBC	Connect to Act CRM and Transfer Data in Talend
UiPath Studio	ODBC	Create an RPA Flow that Connects to Act CRM in UiPath Studio
Vertica	CData Sync	Automated Continuous Act CRM Replication to a Vertica Database
Workato	Connect AI	Build Automated Workflows with Live Act CRM Data in Workato
Zapier	Connect AI	Build Automated Act CRM-Connected Workflows in Zapier

Data Virtualization

Product	Technology	Article Title
Access Linked Tables	ODBC	Update Act CRM with a Microsoft Access Linked Table
APOS Live Data Gateway	JDBC	Build Semantic Layer Views for Act CRM (JDBC)
APOS Live Data Gateway	Connect AI	Build Semantic Layer Views for Act CRM Data (Connect AI)
Denodo	JDBC	Create A Data Source for Act CRM in Denodo Platform
Dremio	JDBC	Connect to Act CRM as an External Source in Dremio
MySQL Federated Tables	ODBC	Connect to Act CRM as Federated Tables in MySQL
Oracle Database	ODBC	Access Act CRM as a Remote Oracle Database
PostgreSQL FDW	JDBC	A PostgreSQL Interface for Act CRM
Salesforce Connect	Connect AI	Edit and Search Act CRM External Objects in Salesforce Connect
Salesforce External Services	Connect AI	Connect to Act CRM through External Services in Salesforce
SQL Server Linked Servers	ODBC	Connect to Act CRM as a Linked Server
SQL Server PolyBase	Connect AI	Connect to Act CRM Data using PolyBase with Connect AI
SQL Server PolyBase	ODBC	Connect to Act CRM as an External Data Source using PolyBase
TIBCO Data Virtualization	TIBCO DV	Access Live Act CRM Data in TIBCO Data Virtualization

Software Development

Product	Technology	Article Title
AWS Lambda	JDBC	Access Live Act CRM Data in AWS Lambda
Axios	Connect AI	Build Act CRM-Connected Web Apps with Axios and CData Connect AI
.NET Charts	ADO.NET	DataBind Charts to Act CRM
.NET QueryBuilder	ODBC	Rapidly Develop Act CRM-Driven Apps with Active Query Builder
Apache Spark	JDBC	Work with Act CRM in Apache Spark Using SQL
AppSheet	Connect AI	Create Act CRM-Connected Business Apps in AppSheet
Bubble.io	Connect AI	Build Act CRM-Connected Apps in Bubble
C++Builder	ODBC	DataBind Controls to Act CRM Data in C++Builder
Choreo	Connect AI	Build Custom Apps on Act CRM Data in Choreo
Claude Code	MCP Server	Build Act CRM-Powered Applications in Claude Code with CData Code Assist MCP
ColdFusion	JDBC	Query Act CRM in ColdFusion Using JDBC
ColdFusion	ODBC	Query Act CRM in ColdFusion Using ODBC
Cursor	MCP Server	Build Act CRM-Powered Applications in Cursor with CData Code Assist MCP
Dash	Python	Use Dash & Python to Build Web Apps on Act CRM
Delphi	ODBC	DataBind Controls to Act CRM Data in Delphi
DevExpress	ADO.NET	DataBind Act CRM to the DevExpress Data Grid
EF - Code First	ADO.NET	Access Act CRM with Entity Framework 6
EF - LINQ	ADO.NET	LINQ to Act CRM
EF - MVC	ADO.NET	Build MVC Applications with Connectivity to Act CRM
Filemaker Pro	ODBC	Bidirectional Access to Act CRM from FileMaker Pro
Filemaker Pro (on Mac)	JDBC	Bidirectional Access to Act CRM from FileMaker Pro (on Mac)
Gemini Code Assist	MCP Server	Build Act CRM-Powered Applications in Gemini Code Assist with CData Code Assist MCP
GitHub Copilot	MCP Server	Build Act CRM-Powered Applications in GitHub Copilot with CData Code Assist MCP
Go	ODBC	Write a Simple Go Application to work with Act CRM on Linux
Google Apps Script	Connect AI	Connect to Act CRM Data in Google Apps Script
Hibernate	JDBC	Object-Relational Mapping (ORM) with Act CRM Entities in Java
IntelliJ	JDBC	Connect to Act CRM in IntelliJ
JBoss	JDBC	Connect to Act CRM from a Connection Pool in JBoss
JDBI	JDBC	Create a Data Access Object for Act CRM using JDBI
JetBrains RubyMine	JDBC	Integrate Act CRM with JetBrains RubyMine
Jitterbit	Connect AI	Integrate with Live Act CRM Data in Jitterbit
JRuby	JDBC	Connect to Act CRM in JRuby
Lazarus IDE	ODBC	Easily Integrate Act CRM Data in Lazarus Pascal IDE
Mendix	Connect AI	Build Act CRM-Connected Apps in Mendix (Connect AI)
Mendix	JDBC	Build Act CRM-Connected Apps in Mendix (JDBC)
Microsoft Power Apps	Connect AI	Integrate Live Act CRM Data into Custom Business Apps Built in Power Apps
NodeJS	Connect AI	Query Act CRM Data in Node.js (via Connect AI)
NodeJS	ODBC	Query Act CRM through ODBC in Node.js
OutSystems	Connect AI	Create Act CRM-Connected Enterprise Applications in OutSystems
Perplexity Desktop	MCP Server	How to Query Live Act CRM Data in Perplexity Desktop
PHP	ODBC	Natively Connect to Act CRM in PHP
PowerBuilder	ADO.NET	Connect to Act CRM from PowerBuilder
PowerShell	PowerShell	Pipe Act CRM to CSV in PowerShell
PyCharm	ODBC	Using the CData ODBC Driver for Act CRM in PyCharm
Python	ODBC	Connect to Act CRM in Python on Linux/UNIX
Retool	Connect AI	Build Act CRM-Connected Apps in Retool
Ruby	ODBC	Connect to Act CRM in Ruby
RunMyProcess	Connect AI	Connect to Act CRM Data in RunMyProcess
RunMyProcess DSEC	JDBC	Connect to Act CRM in DigitalSuite Studio through RunMyProcess DSEC
Servoy	JDBC	Build Act CRM-Connected Apps in Servoy
Spring Boot	JDBC	Access Live Act CRM Data in Spring Boot Apps
SQLAlchemy	Python	Use SQLAlchemy ORMs to Access Act CRM in Python
Tomcat	JDBC	Configure the CData JDBC Driver for Act CRM in a Connection Pool in Tomcat
Unqork	Connect AI	Create Act CRM-Connected Applications in Unqork
VCL App (RAD Studio)	ODBC	Build a Simple VCL Application for Act CRM
WebLogic	JDBC	Connect to Act CRM from a Connection Pool in WebLogic

Data Management

Product	Technology	Article Title
Apache Solr	JDBC	Import Act CRM Data into Apache Solr
Coginiti Pro	JDBC	Access Live Act CRM Data in Coginiti Pro
DataGrip	JDBC	Qeury Act CRM Data in DataGrip
DB Artisan	JDBC	Manage Act CRM in DBArtisan as a JDBC Source
DB Artisan	ODBC	Connect to Act CRM in DBArtisan
DBeaver	JDBC	Connect to Act CRM in DBeaver
DbVisualizer	JDBC	Connect to Act CRM in DBVisualizer
HeidiSQL	Connect AI	Connect to Act CRM Data in HeidiSQL
Informatica Enterprise Data Catalog	JDBC	Add Act CRM to Informatica Enterprise Data Catalog
MySQL Workbench	ODBC	Query Act CRM in MySQL Workbench (ODBC)
QuerySurge	JDBC	Validate Act CRM Data with QuerySurge
RazorSQL	JDBC	Connect to Act CRM in RazorSQL
SQuirreL	JDBC	Connect to Act CRM in Squirrel SQL Client

Workflow Automation

Product	Technology	Article Title
Blue Prism	ODBC	Integrate Live Act CRM Data for Intelligent Robotic Process Automation
MuleSoft Anypoint	JDBC	Access Act CRM in Anypoint Using SQL
Nintex Workflow Cloud	Connect AI	Build Act CRM-Connected Workflows in Nintex
Power Automate	Connect AI	Integrate Act CRM Data into Power Automate Automated Tasks
SSIS Export	SSIS	Export Data from SQL Server to Act CRM through SSIS
SSIS Import	SSIS	Import Act CRM Data into SQL Server using SSIS
SSIS Lookup	SSIS	Insert New or Update Existing Act CRM Records from SQL Server

Ready to get started?

Learn more:

Act CRM Connectivity Solutions

URL: https://www.cdata.com/kb/tech/actcrm-article-list.rst