Connect Salesforce
Connect Salesforce once. CTD pulls in your target accounts daily and pushes relationship scores, best paths and clean contact data back into your records.
Your CRM, enriched with relationship intelligence
Connect Salesforce once and CTD works alongside it - knowing which accounts matter, and turning every record into a map of who you can reach and how.
Syncs your target accounts
CTD pulls in your accounts, owners and open opportunities every day - so it knows which accounts matter, who owns each one, and what you're actively working.
Enriches every record
Each account and contact is enriched with relationship intelligence - relationship score, number of warm paths, connection strength, contact titles and more - right where your team already works.
Two-way, via API
Push CTD data straight back into Salesforce, and trigger CTD on events - e.g. surface warm paths the moment an opportunity changes stage. Everything you see in CTD is exposed via the API, so you choose exactly what flows in.
Ask in plain language
With CTD in Claude via MCP, ask things like "show me paths to accounts I own", "paths to the CXOs in my accounts" or "my accounts with open opportunities".
Connect once, you decide what syncs
Authorize Salesforce
An admin connects Salesforce to CTD with a standard OAuth login - no data migration, no heavy setup.
Choose what to sync
Pick the accounts, contacts and opportunities CTD should track. CTD keeps them in sync daily, in both directions.
Activate everywhere
Relationship intelligence shows up on your records, in the CTD app, in Claude and via the API - wherever your team works.
Connect Salesforce to CTD.
Enrich every record with the warm paths your team already has.