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Data Sources
How to securely connect and configure a data source (CRM or CSV) to your workspace
By Mauricio and 2 others
3 authors
11 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
