Salesforce is the world’s #1 CRM company, offering a whole new way for companies to connect with their customers.
Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.
With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.
“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”
Beth Goulet, Director of Revenue Operations @Edmit
Read Beth's Story
Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.
Josh Hubball, Founder @Level Frames
I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.
Romy Lynch, Co-Founder @Mona
Follow our step by step guide to import Salesforce data automatically into Google Sheets using an Apps Script. Alternatively
To add your Salesforce account, go to the import page and get started.
To get started with Salesforce, first create an Actiondesk account then go to the "New data source" dropdown and input your credentials.
