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Connecting a CRM takes a few minutes and is done from the Integrations page, by an admin.
1

Open Integrations

Select Integrations in the sidebar, then find the provider you want to connect.
2

Start the connection

Select Connect. You’ll be redirected to sign in to that provider and authorize Poodle AI’s access.
3

Grant consent

Back in Poodle AI, choose what you’re consenting to share — for example, read-only analysis versus deeper processing. You can change this later without disconnecting.
4

Confirm the connection

Once authorized, the provider shows as connected on the Integrations page, along with when it was connected.
You can connect more than one CRM at a time — each is authorized and managed separately.

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Disconnecting

Disconnecting a CRM immediately removes Poodle AI’s access and stops any further syncing. See CRM Data Handling for exactly what disconnecting does to stored credentials and synced data.

Next: what a connected CRM gives you

See how connected CRM data shows up in Poodle AI.