Integrations Page Overview
Learn how to create, manage, and configure integrations in RevOS — including how to choose which data streams to sync.
Overview
The Integrations page is your central hub for connecting RevOS to external data sources — like HubSpot, Salesforce, NetSuite, Intercom, and more. Once connected, RevOS automatically syncs your data so you always have an up-to-date view.
To open the Integrations page, click Integrations in the left-side menu.
For each integration you'll see:
- Name — the name you gave the integration
- Auto-sync Frequency — how often data refreshes (varies by integration)
- Last Sync — timestamp of the most recent sync
- Last Sync Status — whether the last sync succeeded or encountered an error
- Status — whether the integration is active
Creating a New Integration
Click Add Data Source in the top right corner of the Integrations page.
In the search bar, type the name of the source you want to connect (e.g. "HubSpot", "Salesforce") and select it from the list.
Enter Your Credentials
Depending on the integration, you'll be asked to either:
- Authenticate via OAuth (you'll be redirected to log in to the external service), or
- Enter an API key or other credentials manually
Once authenticated, click Next. RevOS will verify your credentials and automatically discover the available entities from your data source. This may take up to a couple of minutes depending on the integration.
Select Entities
After connecting, you'll see a list of available entities — the individual data objects your source exposes. For example, HubSpot entities include contacts, deals, companies, line items, and more.
Some entities will be pre-selected based on our recommended defaults for that integration. You can:
- Check an entity to include it in the sync
- Uncheck an entity to exclude it
Hover over any entity name to see the name of the table that will be created in your data lake (e.g. hovering over Jira Issues shows jira_issues).
Not sure what to pick? Start with the defaults — you can always change your entity selection later from the integration's edit screen.
When you're happy with your selection, click Create to finish setting up the integration. It will appear in your integrations list and the first sync will begin shortly.
Managing Your Integrations
Editing an Integration
To edit an existing integration, find it in the list, click the ⋮ menu on the integration card, and select Edit.
You can update:
- Integration name
- Credentials (e.g. re-authenticate or update an API key)
- Entities — add or remove which entities are synced (see below)
Click Update to save your changes.
Updating Entities
To change which entities are synced for an existing integration:
- Open the edit screen for the integration.
- Click the Entities tab.
- Check the entities you want to enable, uncheck the ones you want to disable.
- Click Update.
Note: Disabling an entity stops new data from syncing, but does not delete data that has already been synced to your tables.
Manual Sync
Need to refresh your data right away? Click the ⋮ menu on the integration card and select Sync now.
Keep in mind: a manual sync refreshes existing data but won't pick up new columns added to your source since the last sync. New columns are detected automatically during the scheduled 24-hour sync.
Deleting an Integration
To remove an integration, click the ⋮ menu on the integration card and select Delete. This will stop all future syncs for that connection.
Deleting an integration does not automatically delete the tables or semantic models built from it.
Integration-Specific Setup Guides
Each data source has its own connection requirements and available entities. For step-by-step setup instructions for a specific integration, see the Integrations section of this knowledge base:
- And more in the Integrations section →
Last updated on April 7, 2026