Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Base CRM

Base CRM Integration

One way sync
CRM
(OAuth Coming Soon)

Datasets

Companies

Contacts

Deal Sources

Deals

Lead Sources

Leads

Loss Reasons

Notes

Orders

Pipelines

Products

Stages

Tags

Tasks

Users

Auto export Base CRM to flat files

Every 10 Minutes, Hourly, Daily, Weekly

Full Data ResourcesData Integration
Excel Online

Destination: Excel Online

Export and sync comprehensive Base CRM datasets to Excel Online XLSX files in OneDrive or OneDrive for Business on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive.