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  • Getting Started

    • First steps
      • HubSpot connection
      • Creating first scoring model w. HubSpot
    • Onboarding FAQs
      • How can we start?
      • How long does it take to get started?
  • Reference / User Guide

    • Model Management
      • Model Page Overview
      • Filters and Views
      • Formula Columns
      • Copy Model
      • Understanding Score Details: Insights & Trends
    • Advanced Workflows
      • Enrichements
    • Scoring
      • Numeric Values Scoring
      • Date Values Scoring
      • Boolean / Checkboxes Scoring
      • String Values Scoring
      • Total Score
    • AI Actions
      • E-Mail Validator
      • First & Last Name detection and enrichment
  • Scoring Models

    • Deal Scoring
      • Customer Profile Fit
      • Engagement Score
      • Timeline Score
  • Admin & Security Guide

    • Profile Management
      • How do I change my profile settings?
      • How trial works?
      • How to update billing information & see invoices
    • Security
      • Security and Networking
  • Integrations

    • HubSpot
      • Set Up Your HubSpot Integration
      • Sync RevOS model data to HubSpot
      • CRM cards & custom events
      • HubSpot Semantic Model
    • Collaboration
      • Intercom
    • Enterprise Resource Planning (ERP)
      • Oracle NetSuite
      • Oracle NetSuite Semantic Model
    • Reporting (BI)
      • Power BI / Microsoft Fabric
      • Power BI Template
    • Product Analytics
      • Amplitude
      • PostHog
    • Others
      • WebHooks
      • Google Spreadsheets
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      • Shopify
      • Pipedrive
      • Zendesk Support
      • Postgres
      • Salesforce
      • Pendo
      • Redshift
      • Mixpannel
      • AlloyDB for PostgeSQL
  • More

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Getting Started

Getting Started

First steps

HubSpot connection

How to connect RevOS to HubSpot

Creating first scoring model w. HubSpot

How to create your first scoring model with HubSpot

Onboarding FAQs

How can we start?

We want to use our data for data-driven decisions but not sure where to start.

How long does it take to get started?

We want to get started but haven’t had time to set up yet. How much effort is required to begin, and what’s the fastest way to get up and running?

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