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Data Sources
Everything about how to get your data into SaasGrid.
Setting up Data Sources
Files (Excel or Sheets Template)
CRMs (Salesforce & HubSpot)
- Overview of CRMs
- How Salesforce data powers SaaSGrid
- How HubSpot data powers SaaSGrid
- Salesforce Start and End Dates
- Salesforce Opportunity Amount
- Segments and Filters for HubSpot & Salesforce
- Non-Recurring Revenue in CRMs
- HubSpot Deal Amount
- HubSpot Start and End Dates
- Salesforce Data Source Detail Page
- Connect Hubspot to SaaSGrid
- CRM Issue Types