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AI ⇄ CRM

Azure OpenAI to Clari integration — real-time data sync

Keep Azure OpenAI and Clari in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Azure OpenAI and Clari

Flow Azure OpenAI data into Clari in real time — no exports, no schedulers, no custom scripts.

Azure OpenAI is a read-only source: Stacksync reads its data in real time and delivers it into Clari, so Clari always reflects the current state of Azure OpenAI — without exports, scripts, or schedulers.

Azure OpenAI turns data into something a revenue team can act on: scores, classifications, summaries, and embeddings. But the customers those results describe live in Clari, where reps and marketers actually work. Intelligence that stays inside Azure OpenAI rarely reaches the record where a decision gets made, and Azure OpenAI is only as sharp as the data it sees, which is also held in Clari.

Because the mapping is field-level, you choose exactly which attributes cross and in which direction, so Clari stays the record of the customer while Azure OpenAI stays where the computation happens.

Common use cases

  • 01 Pull per-deployment TPM/RPM usage into a warehouse for FinOps chargeback and quota-exhaustion alerting.
  • 02 Mirror Assistants and Vector stores configuration into a database as an auditable inventory of retrieval assets and their linked files.
  • 03 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
  • 04 Pull Activity (Capture) meetings and emails, mapped to their accounts and opportunities, into a database for coverage and engagement analysis.

Common sync patterns

Where Azure OpenAI enriches people or companies: fields fill in

Enriched attributes from Azure OpenAI populate contact and company fields in Clari, and refreshes keep them from going stale.

Where Azure OpenAI scores or ranks records: results on the CRM record

Lead scores, fit ratings, or priority computed in Azure OpenAI land as fields on the matching contact or account in Clari, so reps sort and act on them without leaving the CRM.

Where Azure OpenAI classifies or tags: labels sync onto the record

Categories, sentiment, or intent produced in Azure OpenAI attach to the right contact, account, or deal in Clari, keeping segmentation current as new data arrives.

What you can sync between Azure OpenAI and Clari

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Azure OpenAI objects Clari objects How this pairing syncs
Models Catalog of base and fine-tunable models available per region; read-only reference data used to resolve deployment and fine-tuning targets. Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. Models is specific to Azure OpenAI and Account field extensions to Clari — each maps to any object or custom field on the other side.
Fine-tuning jobs Training jobs with status, base model, hyperparameters, and result files; status is polled from queued through succeeded or failed. Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. Fine-tuning jobs is specific to Azure OpenAI and Opportunity field extensions to Clari — each maps to any object or custom field on the other side.
Files Uploaded training, validation, and batch-input files plus generated output files; listed and read by ID, not written back in sync. Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. Files is specific to Azure OpenAI and Audit Events to Clari — each maps to any object or custom field on the other side.
Batch jobs Asynchronous bulk-inference jobs; status and output-file IDs are polled to completion to drive downstream pipeline triggers. Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. Batch jobs is specific to Azure OpenAI and Forecast to Clari — each maps to any object or custom field on the other side.
Usage and quota Per-deployment TPM/RPM consumption and remaining quota, read from usage endpoints and Azure Monitor for cost and throttling reporting. Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. Usage and quota is specific to Azure OpenAI and Quota to Clari — each maps to any object or custom field on the other side.
Assistants Persistent assistants (preview) with instructions, tools, and linked files; read as configuration inventory, not authored via sync. Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. Assistants is specific to Azure OpenAI and Opportunities to Clari — each maps to any object or custom field on the other side.

How changes propagate between Azure OpenAI and Clari

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Azure OpenAI Clari Interval-based propagation

DetectionStacksync polls Azure OpenAI for changes on an incremental schedule, reading only records changed since the previous pass. Polling: list endpoints plus GET on job IDs for status.

DeliveryEach detected change is written to Clari through its API, with automatic retries and rate-limit backoff.

Clari Azure OpenAI Interval-based propagation

DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).

DeliveryAzure OpenAI does not accept inbound record writes, so this direction carries requests rather than records: Azure OpenAI's output flows back as field updates on the originating Clari records.

Rate-limit considerations

  • Azure OpenAI: Per-deployment TPM and RPM limits (about 6 RPM per 1000 TPM), scoped by region and subscription; control-plane ARM calls throttle separately.
  • Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
What ships with Azure OpenAI ⇄ Clari

Connect Azure OpenAI and Clari for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Azure OpenAI–Clari connection.

Real-time

Real-time sync

Changes in Azure OpenAI or Clari instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Azure OpenAI or Clari data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Azure OpenAI or Clari record.

Observability

Monitoring

Track your Azure OpenAI ⇄ Clari sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Azure OpenAI and Clari.

How the Azure OpenAI and Clari connectors work

Azure OpenAI

Integration surface
REST data-plane (inference + authoring) and Azure Resource Manager control-plane
Authentication
API key in the api-key header, or a Microsoft Entra ID bearer token / managed identity
Change detection
Polling: list endpoints plus GET on job IDs for status; no webhooks or change feed. Fine-tuning and batch jobs expose queued/running/succeeded states.
Capabilities
read
Rate limits
Per-deployment TPM and RPM limits (about 6 RPM per 1000 TPM), scoped by region and subscription; control-plane ARM calls throttle separately.

Clari

Integration surface
REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
Authentication
API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
Change detection
Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
Capabilities
read · write
Rate limits
Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
How it works

How to connect Azure OpenAI to Clari — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Azure OpenAI and Clari with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Azure OpenAI connected
    Clari connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Azure OpenAI and Clari objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Azure OpenAI ⇄ Clari
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Azure OpenAI Clari
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Azure OpenAI and Clari integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 395 integrations available for Azure OpenAI and Clari.

Popular · 7 of 395
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