Marketing teams rely on campaign and engagement data to make strategic decisions about where to focus and why but getting and using that data across tools is often frustratingly slow or difficult. Traditional integration approaches demand data engineering help or nightly ETL jobs to an expensive warehouse, leading to stale dashboards, manual exports, and missed opportunities.

CData Connect AI solves this by enabling self-serve connectivity to your most important marketing platforms, including Google Analytics, Facebook Ads, LinkedIn Ads, YouTube Analytics, Salesforce Marketing Cloud, HubSpot, Outreach.io, and more. With no infrastructure to manage and no code to write, your team can start analyzing and automating with live marketing data right away.

Why real-time, connected marketing data matters

Marketing operations professionals, analysts, and automation specialists all benefit from live access to marketing data:

• Marketing Ops teams can monitor campaign KPIs across channels in real time using BI tools like Power BI, Tableau, and Google Data Studio, without pipeline setup or data delays.

• Analysts and leaders can connect tools like Claude AI or ChatGPT directly to marketing data, enabling AI-assisted answers powered by up-to-date metrics.

• Automation pros can even build workflows in Power Automate or other integration Platform as a Service (iPaaS) platforms that react instantly to events like lead form submissions or budget thresholds.

With CData Connect AI, your marketing data can be always current, always available, and always secure in the tools you need to use it in.

Real use cases: Architecture firm combines project data with social media analytics for 360° client insights

When Naga Architects needed to understand which projects generated the most client engagement across social media, they faced a common challenge: their project data lived in Oracle NetSuite and Primavera, while their marketing insights were scattered across Facebook, Instagram, and LinkedIn.

"We want to move data from Oracle NetSuite and Oracle Primavera to Power BI for reporting purposes," explained the data team. "But we also need daily updates on our social media performance to understand project visibility."

The challenge: Connect operational project data (Oracle NetSuite financials and Primavera project timelines) with social media marketing metrics to create comprehensive client engagement reports in Power BI.

The solution: After successfully completing their trial phase, Naga Architects implemented CData Connect AI with multiple add-ons to integrate:

• Oracle NetSuite (project financials and client data)

• Oracle Primavera Cloud (project schedules and milestones) via REST API

• Facebook, Instagram, and LinkedIn (social media engagement metrics)

The results:

• Daily automated updates of both operational and marketing data

• Unified Power BI dashboards showing project performance alongside social engagement

• 360° client insight combining project delivery with marketing reach

• Data-driven project showcasing based on social media performance analytics

What sets CData Connect AI apart for marketers

Unlike data pipeline tools that replicate and store data, Connect AI connects it directly to tools you use. Your data remains in its source and is queried live, reducing overhead and ensuring the freshest data every time.

Key advantages include:

• Secure, simple setup with OAuth for popular services and SOC 2 Type II compliance

• Full data model access, including custom fields and metrics

• 270+ connectors across marketing, CRM, ERP, and more

• Governance features like role-based access controls, auditing, and monitoring

CData Connect AI gives you full control and flexibility over your marketing data. It also allows you to blend data across systems to get richer insights from your finance, sales, and other systems you connect.

Connect your marketing data in minutes

Getting started with Connect AI takes just minutes:

1. Sign up for a free trial of CData Connect AI (no installation needed)

2. Authenticate your source using the guided wizard (e.g., Google Ads, Facebook, HubSpot). Most marketing sources just required logging in and granting CData permissions.

3. Choose your destination tool (BI, spreadsheets, AI assistants, automation platforms) and follow setup instructions.

4. Start using live data—dashboards update on demand, AI queries return real-time answers, and workflows trigger instantly

Need to connect more platforms? Add as many sources or destinations as you like. And if a needed connector isn’t available, the API Connector lets you build a custom integration.

Get answers and insights from your marketing data so you can focus on the creative work

Instead of digging through spreadsheets and manually exporting data, CData Connect AI simplifies marketing data integration. Whether you’re optimizing ad spend, tracking lead flow, or powering AI assistants with real data, Connect AI gets your data where it’s needed instantly and securely.

Start your free trial today and equip your marketing, analytics, and automation teams with live campaign and customer data. No data pipelines or movement required.