DatriseAI-first ETL

Efficy CRM Looker Studio

AI-first ETL from Efficy CRM into Looker Studio. Governed entities, incremental sync, typed landing tables.

How Datrise loads Efficy CRM into Looker Studio

Datrise syncs Efficy CRM's contacts, accounts, deals, activities, and lifecycle events into Looker Studio as warehouse tables Looker Studio connects to. Flexible or custom fields land in flattened columns for chart fields, and timestamps such as created, updated, and status changes are typed as date dimension columns.

Sync is incremental: Datrise uses incremental refresh of the connected tables, so re-runs update only what changed. Date-partitioned tables to keep extract refresh fast. Looker Studio performs best on pre-aggregated tables, so Datrise lands tidy, report-shaped tables rather than raw API payloads.

Ideal for free, shareable dashboards on Google data sources.

Endpoints

Efficy CRM: European CRM for SMB and mid-market sales teams.

Looker Studio: Google self-service dashboards and reporting (formerly Data Studio).

How Efficy CRM entities map to Looker Studio

Efficy CRM entityLooker Studio objectNotes
contactsefficy_contactsid PK · custom fields → flattened columns for chart fields
accountsefficy_accountsid PK · linked to efficy_contacts
dealsefficy_dealsid PK · linked to efficy_contacts
activitiesefficy_activitiesdate dimension columns events

FAQ

How does Datrise handle Efficy CRM's custom fields in Looker Studio?

Flexible values are stored as flattened columns for chart fields, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Looker Studio types.

How does the Efficy CRM to Looker Studio sync stay up to date?

It runs incrementally — Datrise uses incremental refresh of the connected tables.

Related pipelines

Early access

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