Dex Integration

Dex Data Integration | Relationship Intelligence Analytics

Connect Dex in 5 minutes. Your AI agent reads contacts, interaction timelines, and relationship data synced from email, calendar, LinkedIn, and social channels — then correlates with cross-channel insights from 1,000+ sources.

SOC 2 Type II

1,000+ Data Sources

Any Warehouse or BI Tool

Improvado Agent

Connected to Dex

Which contacts in Dex have job titles containing VP or Director, last contacted over 90 days ago, and have LinkedIn activity in the past month?

contacts_matching: 23 — 14 VPs, 9 Directors. Average days since last contact: 112. All have LinkedIn messages or job updates logged in the past 30 days.

Set reminders for all 23 to reach out this week and tag them High Priority Reactivation?

Done — 23 reminders created for next 7 days, tag applied, and note added: Q1 reactivation outreach based on recent LinkedIn activity.

Trusted by data-driven teams

1,000+

Integrations

200+

Dex Fields

99.9%

SLA Uptime

<5 min

Setup

SOC 2

Type II

Key Takeaways

What your AI agent extracts from Dex

Improvado pulls contacts, interaction timelines, notes, job titles, last contacted timestamps, and meeting attendees from Dex. Your agent sees the full relationship history auto-synced from Gmail, Outlook, Google Calendar, LinkedIn messages, and social channels. Every email, meeting, and job change is available for cross-platform analysis.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Dex API

15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.

Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.

Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio

AI Agent access via MCP Query, write, and monitor Dex through Claude, ChatGPT, Cursor, or any MCP client

Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.

OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.

Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.

Integration Details

Complete Relationship Intelligence Data

Improvado pulls contacts, interaction timelines, notes, job titles, last contacted timestamps, and meeting attendees from Dex. We capture the full relationship history auto-synced from Gmail, Outlook, Google Calendar, LinkedIn messages, and social channels. Every email, meeting, and job change is available for cross-platform analysis.

Dex open API · Secure auth · 15-min sync · Real-time interaction logging

Schema Overview

Data objects and fields Improvado extracts from Dex

Object	Fields
Contacts	contact_id name email phone job_title company tags last_contacted_date created_at updated_at
Interactions	interaction_id contact_id type source subject timestamp participants notes
Reminders	reminder_id contact_id cadence_days next_reminder_date status created_at
Notes	note_id contact_id content author created_at updated_at
Timeline	timeline_id contact_id event_type event_source event_date details

How it works

From connection to autonomous action in three steps

Connect

Connect: Authorize Dex via its open API in under 10 minutes. Improvado backfills contacts, interaction timelines, notes, and last-contacted timestamps from all connected channels.

Ask

Query: Ask your agent Show me contacts with job changes in the last 30 days and no email activity. It surfaces names, new titles, companies, and days since last contact, pulling from Dex's auto-synced LinkedIn and email data.

Act

Act: Your agent writes reminder schedules, adds notes like Congratulations on the new role, updates tags to Warm Lead, and logs follow-up tasks directly in Dex timelines.

Use Cases

What teams ask their AI agent about Dex

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →

Improvado Agent Analysis

Which contacts haven't I reached out to in over 60 days and have changed jobs in the last quarter?

Your AI agent analyzes Dex data and delivers actionable insights — automatically, in seconds.

4 hrs → 18 min

Improvado Agent Cross-channel

Compare Dex last-contacted dates with HubSpot deal stages to find warm contacts not in active pipeline

Your AI agent analyzes Dex data and delivers actionable insights — automatically, in seconds.

Manual → auto

Improvado Agent Reporting

Update reminder cadence for all VP-level contacts to 30 days and add a note about Q1 outreach

Your AI agent analyzes Dex data and delivers actionable insights — automatically, in seconds.

3 hrs → 10 min

AI Agent Access

Your agent doesn't just read Dex — it enriches it.

Read

Read: Contacts with name, email, phone, job title, company, tags, and custom fields. Interaction timelines showing email exchanges, calendar meetings, LinkedIn messages, and social activity. Notes, reminders, last contacted timestamps, and meeting attendees auto-synced from Gmail, Outlook, Google Calendar, LinkedIn, Twitter, Facebook, Instagram, iMessage, and WhatsApp.

Write

Write: Create and update contacts, add notes and tags, set or adjust keep-in-touch reminders, log manual interactions, and enrich profiles with cross-platform insights. Trigger reminder workflows based on last-contacted thresholds or job changes detected in other systems.

Monitor

Monitor: Track relationship recency across your network, flag contacts overdue for outreach, watch for LinkedIn job changes and messages, and alert when high-value contacts go cold. Surface contacts with recent social activity but no CRM deal stage.

Claude, ChatGPT, and Cursor can write notes, update contact fields, adjust reminder schedules, and tag relationships based on cross-platform signals. When your agent spots a LinkedIn job change in Dex and a closed deal in Salesforce, it auto-adds a congratulations note and sets a 14-day follow-up. Every write is logged in Improvado's audit trail with timestamp, user, and change detail.

Claude ChatGPT Cursor Gemini Any MCP Client

Explore MCP →

Improvado Agent · Dex

You

Show me contacts I haven't reached out to in over 60 days who changed jobs in the last quarter

Stale Contacts with Job Changes

Contact	Days Since Contact	New Role
Sarah Chen	87 days	VP Sales @ Acme Corp
Marcus Johnson	74 days	Director Ops @ TechFlow
Emily Rodriguez	68 days	Head of Product @ Vertex
James Park	92 days	CMO @ Horizon Labs
Lisa Thompson	81 days	VP Eng @ DataCore

5 contacts · avg 80 days since last touch · all job changes in Q1

You

Update reminder cadence for all VP-level contacts to 30 days and add a note about Q1 outreach

Cadence and notes updated

4 VP contacts → 30-day reminders · Q1 outreach notes added

Destinations

Send Dex data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.

SOC

SOC 2 Type II Audited data management

HIPAA Healthcare compliance

GDPR EU data protection

CCPA California privacy

Compare

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 Dex 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.

FAQ

Frequently asked questions

How does Improvado connect to Dex?

Improvado connects to Dex via its open API using secure authentication. Setup takes under 10 minutes: authorize the connector, select the contact and interaction objects you want to sync, and Improvado begins backfilling your historical relationship data. The platform auto-syncs contacts, timelines, notes, and last-contacted timestamps from all connected channels including email, calendar, LinkedIn, and social media.

What Dex data does Improvado pull?

Improvado extracts contacts with fields like name, email, phone, job title, company, and tags. It also pulls interaction timelines showing email exchanges, calendar meetings, LinkedIn messages, and social media activity, plus notes, reminders, last contacted timestamps, and meeting attendees. Dex auto-enriches contacts with public data like job history, and Improvado syncs these enrichments alongside your manual entries. Data refreshes automatically as Dex updates from connected sources.

How often does Dex data refresh?

Dex syncs interactions in real-time or near-real-time as emails arrive, meetings occur, and LinkedIn updates happen. Improvado mirrors this cadence with 15-minute incremental syncs, ensuring your AI agent sees last-contacted timestamps, new notes, and job changes within minutes of Dex logging them. You can also trigger manual syncs on demand for immediate analysis, and Improvado's SLA guarantees data freshness for time-sensitive relationship insights.

Can the AI agent write data back to Dex?

Yes. Your AI agent can write notes, update contact fields, adjust reminder schedules, add tags, and create new contacts in Dex via Improvado's MCP integration. When Claude or ChatGPT identifies a follow-up opportunity, it can set a keep-in-touch reminder or log a summary note directly in the contact timeline. Every write action is recorded in Improvado's audit trail with user, timestamp, and change details, and you can configure approval workflows or read-only modes for governance.

Is Dex data secure with Improvado?

Absolutely. Improvado is SOC 2 Type II certified, HIPAA-compliant, and GDPR-ready. All Dex contact data, interaction timelines, and notes are encrypted in transit (TLS 1.2+) and at rest (AES-256). API credentials are stored in Improvado's secure vault, never in logs or plain text, and access is governed by role-based permissions. You control which users and AI agents can read or write Dex data, and every action is audited.

How does Dex connect with other platforms in Improvado?

Improvado maps Dex contacts, timelines, and last-contacted dates into its Common Data Model alongside CRM records from Salesforce, HubSpot, Pipedrive, and 1,000+ marketing and sales platforms. Your AI agent can compare Dex relationship history with email engagement in Mailchimp, deal stages in Close, and ad spend in Google Ads to identify warm contacts not in active pipeline or correlate LinkedIn job changes with revenue opportunities. All data joins on unified contact and account keys for seamless cross-platform analysis.

Customer stories See all customer stories →

"Improvado saves about 90 hours per week and allows us to focus on data analysis."

Jeff Lee Head of Social, Media Buy, Influencer & Marketing Data at ASUS

Read story →

"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."

Marc Cerniglio Insights & Automation Manager at Chacka Marketing

Read story →

Put an AI agent on your Dex today

Connect in under 5 minutes. Your agent starts reading, acting, and monitoring immediately.

Get your agent View all 1,000+ integrations