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
In order to connect your Hubspot account, you must enter the "New data source" menu and then choose HubSpot.
Click on the Import button in the top left of your Airtable account to start importing content
In order to connect your Pipedrive account, you need to click the "import" button on top left and then follow the instructions.
This tutorial teaches you how to connect your Stripe account.
To add your Salesforce account, go to the import page and get started.
Steps to import data into sql
Main steps to identify and solve issues with connecting SQL database
Setup your Stripe account by clicking on the import button and then giving it a nickname.
Add your Pipedrive account by selecting "New data source" and choosing "Pipedrive."
To get started with Salesforce, first create an Actiondesk account then go to the "New data source" dropdown and input your credentials.
The information required to connect to a database is the host, port, name, username and password.
Connect your Hubspot account, then import into your database.
To connect to your Intercom account, you will first need to create a new data source.
Connecting your database to Actiondesk via SSH can be a little complicated. Try this guide or get in touch to get help.
