Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Basecrm

Base CRM Integration

One way sync
CRM
API Key Authentication

Data Resources

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

Destination: Google Drive +Google Sheets

Every 10 Minutes, Hourly, Daily

Data IntegrationFull Data Resources

Export comprehensive Base CRM Data Resources to CSV, Excel XLSX or Google Sheets files in Google Drive / Google Sheets on a recurring, automatic basis. Past and present data records are included. All rows and cells are refreshed in-place. Frozen rows, filters and sorts are preserved upon Sheet refresh. Using importrange and vlookup two Sheets can be linked and merged by ID fields.

Connect Base CRM data to Google Data Studio via Google Sheets.


Destination: Microsoft OneDrive +Excel Online

Every 10 Minutes, Hourly, Daily

Data IntegrationFull Data Resources

Export comprehensive Base CRM Data Resources to CSV or Excel XLSX files in Microsoft OneDrive on a recurring, automatic basis. Past and present data records are included. All rows and cells are refreshed in-place.

Connect Base CRM data to Power BI via OneDrive.


Destination: Microsoft OneDrive for Business +Excel Online

Every 10 Minutes, Hourly, Daily

Data IntegrationFull Data Resources

Export comprehensive Base CRM Data Resources to CSV or Excel XLSX files in Microsoft OneDrive for Business on a recurring, automatic basis. Past and present data records are included. All rows and cells are refreshed in-place.

Connect Base CRM data to Power BI via OneDrive for Business.


Destination: Dropbox

Every 10 Minutes, Hourly, Daily

Data IntegrationFull Data Resources

Export comprehensive Base CRM Data Resources to CSV or Excel XLSX files in Dropbox folders on a recurring, automatic basis. Past and present data records are included. All rows and cells are refreshed in-place.


Destination: Box

Every 10 Minutes, Hourly, Daily

Data IntegrationFull Data Resources

Export comprehensive Base CRM Data Resources to CSV or Excel XLSX files in Box folders on a recurring, automatic basis. Past and present data records are included. All rows and cells are refreshed in-place.


Destination: Microsoft Azure

Every 10 Minutes, Hourly, Daily

Data IntegrationFull Data Resources

Export comprehensive Base CRM Data Resources to blobs in Microsoft Azure on a recurring, automatic basis. Past and present data records are included. All rows and cells are refreshed in-place.


Destination: Amazon S3

Every 10 Minutes, Hourly, Daily

Data IntegrationFull Data Resources

Export comprehensive Base CRM Data Resources to buckets in Amazon S3 on a recurring, automatic basis. Past and present data records are included. All rows and cells are refreshed in-place.