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โŒ˜K WIN + K
  • Getting Started

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

    • Table Management
      • Table Page Overview
      • Filters and Views
      • Formula Columns
      • Duplicate Table
      • Understanding Score Details: Insights & Trends
      • Action Scheduling Setup Guide
    • Advanced Workflows and Concepts
      • Enrichements
      • Bring Your Own Data Lake
    • Scoring
      • Numeric Values Scoring
      • Date Values Scoring
      • Boolean / Checkboxes Scoring
      • String Values Scoring
      • Total Score
    • Actions
      • Actions
  • 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 table data to HubSpot
      • CRM cards & custom events
      • HubSpot Semantic Model
      • Webhooks
      • Action - Create or Update a Product in HubSpot
    • Intercom
      • How to connect
      • Working with Contacts
      • Action - Update Contact
      • Action - Tag a Contact in Intercom
    • Oracle NetSuite
      • How to connect Oracle NetSuite
      • Oracle NetSuite Default Semantic Model
      • Action - Create or Update a Contact in NetSuite
      • Action - Create or Update a Customer in NetSuite
    • Microsoft Fabric / Power BI
      • How to connect Power BI
      • How to connect Microsoft Fabric
      • Power BI Template for HubSpot
      • Tips & Tricks
    • Apollo.io
      • Action - Apollo Enrich Company Information
    • Others
      • Amplitude
      • WebHooks
      • Google Spreadsheets
      • Freshdesk
      • Jira
      • MySQL
      • PostHog
      • Shopify
      • Pipedrive
      • Zendesk Support
      • Postgres
      • Salesforce
      • Pendo
      • Redshift
      • Mixpannel
      • AlloyDB for PostgeSQL
    • RevOS
      • Action - E-Mail Validator
      • Action - First & Last Name Detection and Enrichment
  • More

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Reference / User Guide

Reference / User Guide

Table Management

Table Page Overview

What is happening on the main page of the model overview

Filters and Views

How to use filters and views to contorl data

Formula Columns

How you can create a new column that will be automatically calculated based on values from other columns

Duplicate Table

How to duplicate an existing model within the same workspace.

Understanding Score Details: Insights & Trends

Detailed breakdown of score structure, calculations, and trends.

Action Scheduling Setup Guide

How to make sure the action columns are automatically executed based on the time interval, for example every day or every few hours. This is useful if you want to keep the data consistent across multiple systems.

Advanced Workflows and Concepts

Enrichements

How to use enrichments to connect new data

Bring Your Own Data Lake

How you can use your own BigQuery environment within RevOS workspace

Scoring

Numeric Values Scoring

How scoring works for numeric values

Date Values Scoring

How to score date columns

Boolean / Checkboxes Scoring

How to score boolean (true & false) or checkbox values

String Values Scoring

How can you score string values

Total Score

How total score is calculated and how colours are assigned

Actions

Actions

Learn how Actions enable Data Activation by connecting RevOS to external systems - sync data, enrich records, and automate workflows

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