In this section, we'll walk through how to get from zero to syncing the results of a data query to a destination such as Hubspot, Salesforce, etc.
Make sure you have your database / data warehouse credentials and logins on hand!
In 15 minutes, we'll have a working:
Data source connection: We'll be able to query and access your team's data warehouse or database, whether it's Postgres, Snowflake, or BigQuery.
Destination connection: We'll be able to push customer data and more to apps such as Hubspot, Salesforce, and Customer.io.
Sync from query to destination: We'll have set up a scheduled sync of query results to your tool of choice.