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Sales
Company Insights

Create an Info Deck on a Company Using Crunchbase

Get up-to-date business data, such as investment and funding information, and have it sent to your
Google Drive
Google Gmail
Google Slides
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Marketing
Client Relationship Management

HubSpot: Email Validation with Task (by Company)

Easy CRM Enhancement: Confirm a valid email address from a company and create tasks within HubSpot.
HubSpot
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ZeroBounce
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Sales
Client Relationship Management

HubSpot: Email Address Validation with Note (by Company)

Effortless CRM Enhancement: Validate contact emails associated with a specific company and add note
HubSpot
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ZeroBounce
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Other
Company Insights

Crunchbase: Company Series Funding Information

Series Funding Insights: Pull company data from Crunchbase directly via email and an excel file.
Google Gmail
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Trending
Finance & Administration
Account Reconciliation

QuickBooks Online: OCR Invoice Extraction for Billing

OCR invoice extraction and bill creation for QuickBooks Online, for simplified financial management
QuickBooks Online
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Finance & Administration
Account Reconciliation

QuickBooks Online: Bill Creation from Invoice using latest bill

Optimize QBO invoicing by auto-extracting bills & reusing last expense account details.
QuickBooks Online
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Finance & Administration
Account Reconciliation

QuickBooks Online: OCR Invoice Scanning for Billing (with Vendor Creation)

OCR scan invoices to QBO, auto-create bills & vendors for streamlined financial management.
QuickBooks Online
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Finance & Administration
Account Reconciliation

Invoice Management: Data Extraction and CSV Export (Basic Details)

Streamline your financial data processing: invoice data capture and export details to CSV
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Finance & Administration
Account Reconciliation

Excel: Invoice Data Capture Export to XLSX (Basic Details)

Streamline your financial data processing: extract basic details from a receipt and load into Excel
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Finance & Administration
Account Reconciliation

Invoice Management: Data Extraction and XLS Export (All Details)

Create Excel spreadsheets with vendor information and line items extracted from billing documents.
Google Drive
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Marketing
Company Insights

Crunchbase + Excel: Retrieve Investor Insights and Export to XLSX

Crunchbase: Pull company investor info in real-time and export XLSX directly to email.
Google Gmail
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Sales
Company Insights

Crunchbase: Retrieve Company's Latest Articles with for Sales Intel

Leverage Crunchbase for up-to-date sales intel. Harness latest news to boost business insights.
Google Gmail
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