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Data Sources

How to securely connect and configure a data source (CRM or CSV) to your workspace

Delphine Le Person avatar Sally van der Linden avatar Mauricio Baltazar avatar +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

Delphine Le Person avatar
Written by Delphine Le Person
Updated over a week ago
Connecting your Data Sources

Connect Salesforce, HubSpot, Pipedrive, and Zoho to Reveal

Ayman Nadaf avatar
Written by Ayman Nadaf
Updated over a week ago

Connect Freshsales and Upsales to Reveal

Ayman Nadaf avatar
Written by Ayman Nadaf
Updated over a week ago

Connect Microsoft Dynamics to Reveal

Ayman Nadaf avatar
Written by Ayman Nadaf
Updated over a week ago

Connect a Google Sheet

Introducing Google Sheets as a data source
Mauricio Baltazar avatar
Written by Mauricio Baltazar
Updated over a week ago

Upload a CSV

Upload a CSV as a datasource
Delphine Le Person avatar
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
Mauricio Baltazar avatar
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
Sally van der Linden avatar
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
Delphine Le Person avatar
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
Ayman Nadaf avatar
Written by Ayman Nadaf
Updated over a week ago
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