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How to securely connect and configure a data source (CRM or CSV) to your workspace
Mauricio Baltazar avatarDelphine Le Person avatarSally van der Linden avatar
By Mauricio and 2 others3 authors11 articles
HubSpot: Update a Company Property using a Deal Field

About Data Sources in Reveal


Data Sources Overview

Connecting your Data Sources


Connect Salesforce, HubSpot, Pipedrive, and Zoho to Reveal
Connect Freshsales and Upsales to Reveal
Connect Microsoft Dynamics to Reveal
Connect a Google Sheet
Upload a CSV

Managing your Data Sources


Reveal's Rule Engine
Define your Data Source status rules
Import Custom Fields
Account mapping if partnership data is on the Opportunity level
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