Connecting Your Data Sources to Petavue

Petavue works best when it has direct access to the GTM systems your teams already use. This guide shows you how to connect CRM, marketing, product analytics, and CX data into Petavue so you can run analyses and get action-ready insights.

1. Before You Start

• Access: Ensure you have login credentials for each system you want to connect (e.g., HubSpot, Salesforce, Mixpanel).

  
  

• Permissions: Admin-level access is recommended to allow Petavue to pull objects, fields, and historical data.

  
  
• Data sync timeline: Initial sync may take up to three days for large CRMs like HubSpot due to daily API limits. Petavue will sync incrementally until your dataset is complete.

2. Supported Data Sources

Today, Petavue supports the following sources natively:

• HubSpot (CRM + Marketing)
• Salesforce (CRM)

When you connect to these sources, the sync happens by default.

Note: If there are more sources that you would like to connect, please reach out to us via support@petavue.com

3. Steps to Connect a Data Source

Petavue is built to take in raw data from your CRM, marketing automation, product analytics, CX tools, and warehouses. Most teams struggle because raw data across systems is messy, inconsistent, or incomplete. Petavue cleans this up, reconciles it, and makes it usable for analysis.

Here are the steps to connect a data source:

1. Log in to Petavue with your provided credentials.

   
   

2. From here, go to Settings → Data Sources → Integrations.

   
   
3. Select the system you want to connect (e.g., SalesForce).

Click Connect and authenticate using appropriate credentials.

4. Verifying the Connection

After you connect a data source, Petavue doesn’t just assume the sync worked — it interrogates the raw data to make sure you can trust every analysis that follows.

Run Deep Data Assessment Prompts

Go beyond confirming the sync — use Petavue’s built-in prompts to evaluate data quality, completeness, and business readiness:

• Field Completeness

  “What percentage of opportunities have both owner and close date populated?”

  
  

• Business-Critical Gaps

  “Which accounts have open opportunities but no active contacts linked?”

  
  

• Process Compliance

  “Highlight all deals in pipeline stage ‘Proposal’ that are missing a next-step note.”

  
  

• Data Hygiene

  “List contacts with invalid, duplicate, or blank email addresses across all sources.”

  
  

• Cross-System Alignment

  “Compare Salesforce opportunity stage values with HubSpot deal stages — flag mismatches.”

  
  

• Timeliness

  “Which lead records haven’t been updated in over 90 days, and still count as active?”

Running these checks takes seconds, but it surfaces issues that normally take hours of manual audit. The result: you don’t just know your sync is connected, you know it’s analysis-ready.

Tip: Save your Data Assessment prompts as reusable Artifacts in Claude, so every week you can re-run them with one click.

With your raw data connected, cleaned, and validated, Petavue becomes your trusted system for GTM analysis. You can move from questions to insights to next-best actions in minutes, not weeks.

Frequently Asked Questions

How long does the first sync take?

Large CRMs like HubSpot may take up to three days due to daily API limits. Smaller systems and databases often finish within hours.

Do I need IT involvement?

Usually no. You only need admin credentials for the tools you’re connecting. IT may be involved for security reviews or when connecting a data warehouse.

What happens if my data is messy?

Petavue ingests your raw data, detects gaps (missing fields, duplicates, misaligned stages), and flags them. You can choose to fix in source systems or let Petavue apply rules to reconcile automatically.

Can I connect more than one system at a time?

Yes. Many teams connect multiple CRMs, marketing automation tools, and product analytics sources at once. Petavue standardizes the raw data so you can analyze across systems.

Is my data secure?

Yes. All data is encrypted in transit and at rest. Access is role-based, and every action is logged for compliance.

Does Petavue overwrite my source data?

No. Petavue only reads raw data and applies reconciliation logic for analysis. Your source systems remain unchanged.

What if a source I use isn’t listed?

Petavue supports any system available through Airbyte. With 300+ connectors, chances are high your source is covered. If not, reach out to Support to request a new connector.

Can I run checks on my data quality?

Yes. Use Data Assessment prompts like “Show deals without next step” or “Highlight invalid email addresses.” These can be saved as reusable reports.

How often does my data refresh?

Petavue keeps data fresh with scheduled syncs. Frequency depends on the source system’s API limits. CRMs typically refresh daily; warehouses can refresh more frequently. This can be tuned to your use case as per request.

Do I need to model or clean my data first?

No. Petavue is designed to take raw data as-is. It reconciles and applies business rules so you can get to insights quickly.