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Data Sources
How to securely connect and configure a data source (CRM or CSV) to your workspace
+1
10 articles in this collection
Written by
Delphine Le Person,
Sally van der Linden,
Mauricio Baltazar
and 1 other
About Data Sources in Reveal
Data Sources Overview
Written by
Delphine Le Person
Updated over a week ago
Connecting your Data Sources
Connect Salesforce, HubSpot, Pipedrive, and Zoho to Reveal
Written by
Ayman Nadaf
Updated over a week ago
Connect Freshsales and Upsales to Reveal
Written by
Ayman Nadaf
Updated over a week ago
Connect Microsoft Dynamics to Reveal
Written by
Ayman Nadaf
Updated over a week ago
Connect a Google Sheet
Introducing Google Sheets as a data source
Written by
Mauricio Baltazar
Updated over a week ago
Upload a CSV
Upload a CSV as a datasource
Written by
Delphine Le Person
Updated over a week ago
Managing your Data Sources
Reveal's Rule Engine
From status rules to custom filters, learn how to use Reveal's rule engine
Written by
Mauricio Baltazar
Updated over a week ago
Define your Data Source status rules
How to map your data source to Reveal for your account mapping
Written by
Sally van der Linden
Updated over a week ago
Import Custom Fields
How to share one of your custom fields with a partner
Written by
Delphine Le Person
Updated over a week ago
Account mapping if partnership data is on the Opportunity level
A workaround for Salesforce CRM users
Written by
Ayman Nadaf
Updated over a week ago