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Once a CRM is connected and consent is granted, Poodle AI brings in relevant activity from it — like objections your team has actually faced, competitor mentions, and deal outcomes — to make Agent Bots practice more realistic.

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Where it shows up

This activity data informs the personas and scenarios Poodle AI recommends, so practice sessions reflect situations your team is actually running into, not just generic scenarios.

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Managing synced data

You can review and remove synced CRM activity independently of the connection itself — deleting a record clears it from Poodle AI without touching the original record in your CRM.
For the full detail on what’s stored, how it’s secured, and how deletion works, see CRM Data Handling.

Next: your plan and billing

See what’s included on the plan Integrations requires.