Building your relationship intelligence stack

If you're a RevOps, data, or engineering team consolidating your go-to-market tools into a single internal platform, a BI dashboard, or a data warehouse — you're probably missing the most important layer: relationship data. Who your team knows, how warm those relationships are, and whether a warm path exists to any given prospect. CTD exposes all of it via API.

What CTD exposes

• Relationship graph — every person your team collectively knows, with warmth scores based on actual communication history
• Warm paths — for any person or company, who on your team is best positioned to make an introduction
• Reachability — which companies and people your team can reach through first and second-degree connections
• Job changes — when people in your target accounts change roles, so you can trigger outreach at the right moment
• Outreach activity — a log of ghost emails sent, introductions made, and path stages updated

Who this is for

• RevOps teams building relationship scoring into their CRM or opportunity scoring model
• Data engineers pulling CTD data into a warehouse (Snowflake, BigQuery, Redshift) alongside product and sales data
• Platform teams embedding relationship intelligence into internal tools, Slack bots, or sales dashboards
• Sales ops automating "who owns this relationship" lookups when a new opportunity opens in Salesforce

How to approach the integration

Three common patterns:

1. Enrich CRM records on demand

When a new account or contact is created in your CRM, call the Workspace API to pull the warmest path and write it back to the CRM record. Your reps see relationship data without leaving Salesforce or HubSpot.

2. Daily sync to your data warehouse

Schedule a nightly job that calls the Workspace API — reachable companies, job changes, path stages — and loads it into your warehouse. From there, your BI tools can model "relationship coverage" across your pipeline.

3. Trigger-based outreach

When a job change is detected for a champion or target persona, trigger an alert (Slack, email, or internal tool) with the warm path to the new role. Your reps get the signal and the introduction path at the same moment.

Getting started

Requires Business or Enterprise plan. Get your workspace API key at app.ctd.ai/account/api-access/api-keys, then see the Workspace API docs at app.ctd.ai/account/api-access/documentation?type=workspace.

For the full endpoint reference, see the Workspace API article.

If you're building a custom integration and need help, email us at support@ctd.ai — we're happy to walk you through it.

Have a question or running into an issue? Email us at support@ctd.ai — we're happy to help.