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Sync Salesforce data to Sourcetable


Salesforce is a customer relationship management (CRM) platform used to aid sales, support, and marketing functions by centralizing customer contact information across teams. It can be used to track important insights and KPIs such as sales pipeline progress, pipeline value and average contract value.

Sync Salesforce data to Sourcetable

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Find out how to make the most of your Salesforce data with Sourcetable

Sourcetable Benefits

Data & analytics

Up-to-date, reliable metrics can make all the difference for business owners looking to gauge their performance over time, and make improvements to guarantee customer retention. Sourcetable is an ideal tool for assessing key data from Salesforce and other platforms in one simple, accessible spreadsheet – allowing users to analyze their customer pipeline date and sales related reports at a glance.

Different charts and graphs as an example of data and analytics like Churn, LTV, ROAS, etc.


Syncing your Salesforce data to Sourcetable keeps it centralized and accessible, with no code required. Everyone on your team will be able to track your business’s performance quickly and easily, without having to learn SQL.

Team member avatars around Sourcetable as an example of easy access to data for everyone

All your business data in one place

Sourcetable intuitively brings together key data from over 30 different platforms and databases, including Salesforce. This allows sales, marketing and CRM teams to navigate their metrics and gauge their ongoing performance at a glance, informing next steps while saving time for what matters most – closing deals.

Icons of example integrations all converging into a sourcetable spreadsheet representing how you can source data from virtually any service

Find out how to get the most from Salesforce with Sourcetable

A Magic Wand

Smart Templates

Use out of the box tried and tested templates in order to merge sales and customer data, and improve data collaboration across your entire organisation

A Magic Wand

Quick Analysis

Analyse Salesforce CRM data alongside inputs from payment processing sources to access cross channel reports in the blink of an eye

A Magic Wand

Ease Of use

Query all your Salesforce data in one spreadsheet to identify the business insights behind the numbers, and improve your CRM performance

Who uses Salesforce data in Sourcetable

📈 Marketing and Advertising professionals

👷🏿 Sales and Sales Ops folk

🚀 Founders

👩🏼‍💼 Customer Support Professionals

🏢 Ecommerce businesses

Here's a sample of Salesforce data that will be available in your Sourcetable spreadsheets:

Sample companies

Online businesses integrating Salesforce with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities, engagement and overall performance.

  • Retail online stores

  • B2B Platforms

  • Software as a Service

    (SaaS) companies
  • B2C Marketplaces

  • Subscription services

What makes Sourcetable special?

A Magic Wand


Connect, sync and query data from Salesforce with findings from 30+ other sources, no knowledge of SQL or coding required.

A Magic Wand


Create views and workflow templates to drive decisions and enhance your performance based on your Salesforce customer history

A Magic Wand


Automate your Salesforce reporting so you can focus on running your business and selling your products as successfully as possible

Frequently Asked Questions

How do I sync Salesforce data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your Salesforce data.
How easy is it to visualize my Salesforce data using Sourcetable?
Sourcetable comes with a full Visualization suite including charts, graphs, conditional formatting, pivot tables and everything you might need to create shareable reports.
What common integrations do people combine with Salesforce?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key performance metrics from Salesforce - and other CRM platforms such as HubSpot and Zendesk - at a glance, without prior knowledge of SQL or other data languages.

Connect your Salesforce Data

Analyze data, automate reports and create live dashboards
for all your business applications, without code. Get unlimited access free for 14 days.