Data Sources

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

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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