Coherent Data Integration — CRM & Custom Module Analytics
Connect Coherent in 5 minutes. Your AI agent reads contacts, companies, deals, custom modules, and pipeline data—then correlates with cross-channel insights from 1,000+ sources.
Key Takeaways What your AI agent extracts from Coherent
Improvado pulls contacts, companies, deals, custom modules (projects, vendors, candidates), activities, interaction history, pipeline progression, and custom fields from Coherent. Your agent surfaces deal stages, conversion metrics, and activity logs across all modules—including user-defined entities unique to your workflow.
Flexible CRM and Custom Module Data
Improvado pulls contacts, companies, deals, and custom modules including projects, vendors, and candidates; activities and interaction history; pipeline progression across all stages; and custom fields from Coherent. We capture user-defined entities, custom workflows, and all module-specific fields configured in your workspace.
Data objects and fields Improvado extracts from Coherent
| Object | Fields |
|---|---|
| Contacts | contact_id full_name email phone company_id created_date last_activity_date owner_id custom_fields |
| Deals | deal_id deal_name deal_value stage probability close_date created_date days_in_stage contact_id owner_id |
| Custom_Modules | module_id module_name record_id record_name status created_date linked_contacts custom_fields |
| Activities | activity_id activity_type subject contact_id deal_id created_date completed_date owner_id |
| Companies | company_id company_name industry employee_count website created_date linked_contacts custom_fields |
From connection to autonomous action in three steps
Connect
Connect: Authenticate via Coherent's API (available on all plans) using the ActivePieces automation engine. Map custom modules and authorize read/write permissions. Setup completes in under 10 minutes with automatic historical backfill.
Ask
Query: Ask 'Which custom modules have the most overdue tasks?' and your agent surfaces activity counts, aging metrics, and assignee distribution across Projects, Vendors, Candidates, or any user-defined module—no manual exports.
Act
Act: Your agent updates deal stages, creates contacts in custom modules, assigns tasks, modifies custom fields, and triggers automations. Every change logs to an audit trail with user, timestamp, and field-level history.
What teams ask their AI agent about Coherent
Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.
Which custom modules have the highest activity volume this month, and what's the average time-to-close for deals linked to each?
Your AI agent analyzes Coherent data and delivers actionable insights — automatically, in seconds.
Compare Coherent deal velocity against HubSpot pipeline stages—where are leads stalling across both CRMs?
Your AI agent analyzes Coherent data and delivers actionable insights — automatically, in seconds.
Update all deals in 'Reviewed' stage older than 14 days to 'Follow-Up Required' and assign to Sarah.
Your AI agent analyzes Coherent data and delivers actionable insights — automatically, in seconds.
Your agent doesn't just read Coherent — it orchestrates it.
Read
Read: Contacts, companies, deals (with pipeline stages), custom modules (projects, vendors, candidates, or any user-defined entity), activities, interaction history, and all custom fields. Full visibility into deal progression, conversion metrics, and activity logs.
Write
Write: Update deal stages, create/edit contacts and companies, add records to custom modules, assign tasks, modify custom fields, and trigger automations via ActivePieces. Bulk operations supported for pipeline cleanup and reassignments.
Monitor
Monitor: Track deal aging by stage, activity volume per custom module, conversion rates from lead to contact, pipeline velocity, and task completion rates. Set alerts for stalled deals, overdue follow-ups, or custom module thresholds.
Claude, ChatGPT, and Cursor write back to Coherent: update deal stages, create contacts in custom modules, assign tasks, and trigger automations via the built-in ActivePieces engine. Every write action logs to an immutable audit trail with timestamp, user, and field-level change history.
| Module | Activities | Avg. Time-to-Close |
|---|---|---|
| Enterprise Projects | 847 activities | 42 days |
| Vendor Partnerships | 623 activities | 28 days |
| Recruitment Pipeline | 512 activities | 19 days |
| Client Onboarding | 389 activities | 35 days |
| Product Trials | 294 activities | 51 days |
Send Coherent data anywhere
Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.
They extract data. Improvado deploys an agent.
Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Coherent as one of 1,000+ integrated sources.
| Feature | Improvado | Supermetrics | Funnel.io | Fivetran |
|---|---|---|---|---|
| Data fields extracted | 200+ | ~90 | ~120 | ~80 |
| Total integrations | 1,000+ | ~150 | ~500 | ~300 |
| Cross-channel normalization (CDM) | ✓ Built-in | ✗ Manual | ● Basic mapping | ✗ Raw only |
| AI Agent access (MCP) | ✓ Read, Write, Monitor | ✗ | ✗ | ✗ |
| Data warehouse destinations | ✓ 16+ warehouses & BI tools | Sheets, Looker, BigQuery | BigQuery, Snowflake, Redshift | ✓ Broad warehouse support |
| Refresh frequency | Every 15 min | Scheduled triggers | Daily / 6hr | Every 15 min (premium) |
| SOC 2 Type II & HIPAA | ✓ | ✗ SOC 2 only | ✓ SOC 2 | ✓ |
| Best for | Teams that want an AI agent, not a pipeline | Small teams, spreadsheets | Mid-market, data teams | Engineering-led ELT pipelines |
Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.
Frequently asked questions
How does Improvado connect to Coherent?
What Coherent data does Improvado pull?
How often does Coherent data refresh?
Can the AI agent write data back to Coherent?
Is Coherent data secure with Improvado?
How does Coherent connect with other platforms in Improvado?
"Improvado saves about 90 hours per week and allows us to focus on data analysis."
"Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours."
Put an AI agent on your Coherent today
Connect in under 5 minutes. Your agent starts reading, acting, and monitoring immediately.