Actiondesk

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Salesforce

Access your Leads, Contacts, Opportunities, Cases, Accounts, or Campaigns, explore it and analyze it using a spreadsheet interface

Import all your data: your custom objects as well as all the standard objects (leads, accounts, contacts, opportunities...).

The Advantages

Key Benefits

Eliminate the need for expensive third-party connectors and laborious copy-pasting.

Seamlessly import, organize, filter, and manipulate your Salesforce data. Analyze it alongside data from other sources, and build custom Salesforce dashboards and reports.

View and organize your HubSpot data within a familiar spreadsheet interface.

Use the spreadsheet formulas and functions you already know and love — including calculated columns, lookup functions, and aggregation formulas. Plus, Actiondesk offers additional, more powerful features that help maximize your business intelligence.

Feel confident in knowing that your data is always accurate and up-to-date.

Thanks to real-time cloud-based updates, any changes to your data made from within Salesforce are automatically reflected in your Actiondesk spreadsheet.

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What We're Hearing

Customer Testimonials

Learn More

Use Cases Actiondesk x Salesforce

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