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Connect your first Data Source

AccountAim makes it easy to bring all of yoru data together in one place.

Data can be brought into AccountAim through our prebuilt integrations with your favorite GTM tools, via API or webhook, or even directly from a CSV.

If you are like most RevOps teams, you will likely start with your CRM.

In this guide, we will walk through the basics of connecting Salesforce or HubSpot.

tip

This is just the tip of the iceberg. AccountAim is designed to bring together all of your siloed data from across your organization into a single place!

Connect your CRM to AccountAim​

AccountAim connects directly to your CRM. Once connected, you can configure settings like which objects you want to bring in and which fields you want to snapshot and keep the history of.

Create the connection in AccountAim​

  1. In AccountAim, click Settings > Linked Accounts
  2. Click Add and select Salesforce or HubSpot
  3. You will be redirected to Sign in direclty with your Salesforce or HubSpot login, respectively. Just enter your credentials for your respective CRM, and voila!

What's next?​

Now that your CRM is set up, you can:

  1. Access your CRM data anytime from the Warehouse
  2. Get started building your first Workbook

Onward!