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Getting Started
Help you to get started, whether you are new to revenue operations or transitioning from a different platform, our step-by-step guide will ensure you have the tools and knowledge to start leveraging RevOS effectively.
4 Articles
Reference / User Guide
Description of the basic concepts and various topics around the UI and functionality of the RevOS application
13 Articles
Scoring Models
Various models and their properties that can be used for scoring
3 Articles
Admin & Security Guide
Help users with tasks such as user management, account access, or updating profile settings
4 Articles
Integrations
Connecting RevOS to your CRM (HubSpot, Salesforce, Pipedrive, etc.) and other systems
26 Articles
Suggested Articles
HubSpot connection
How to connect RevOS to HubSpot
Creating first scoring model w. HubSpot
How to create your first scoring model with HubSpot
E-Mail Validator
An action that will validate e-mail and run various tests like syntax, validity, domain/MX checks and check if e-mail address belongs to the fake / disposable domain
First & Last Name detection and enrichment
This amazing AI model is trained to detect first an last name from the unstructured string and also do a best guess on the gender based on the typical first names
Power BI
How to connect PowerBI / Microsoft Fabric and build a beautiful reports on data in your RevOS DWH
Microsoft Fabric
How to connect your RevOS DWH data (e.g. from HubSpot) to Microsoft Fabric