ScoopDocs

Connecting to Data · Legacy self-service product

Supported Applications

Connect your favorite business applications to Scoop for AI-powered analytics

You're viewing documentation for the legacy Scoop self-service product. For the current product, see What Is Scoop.

Scoop connects to the applications your business already uses, bringing all your data together for AI-powered analysis. Whether you need native API integration, automated report capture, or manual imports, Scoop has you covered.

Connection Methods

Scoop supports multiple ways to connect to your applications:

Method Description Best For
Native API Direct OAuth connection with automatic daily sync CRM, marketing platforms, databases
Robot Capture Automated browser-based report extraction Applications without API access
Email Forward Auto-ingest reports sent via email Scheduled reports, legacy systems
Manual Upload Upload CSV, Excel, or other files Ad-hoc analysis, one-time imports

CRM & Sales

Track your pipeline, analyze deal velocity, and understand what drives wins.

Application Connection Key Features
Salesforce API + Reports Pipeline snapshots, opportunity tracking, lead analysis, writeback
HubSpot API Deal tracking, contact analysis, marketing attribution, writeback
Pipedrive API + Reports Pipeline waterfall, deal velocity, activity tracking, writeback
Close.com API Sales sequences, call analytics, pipeline management
Copper CRM API Google Workspace integration, relationship tracking
Attio API Modern CRM analytics, relationship intelligence
Microsoft Dynamics 365 Reports Enterprise CRM, ERP integration

Popular Use Cases:

  • Snapshot your pipeline daily to track every change - what moved, what closed, what slipped
  • Analyze conversion rates and cycle times by rep, region, or deal type
  • Blend CRM data with financial data to calculate true customer acquisition cost

Marketing & Advertising

Measure campaign performance, attribution, and marketing ROI across channels.

Application Connection Key Features
Google Analytics API Web traffic, user behavior, conversion tracking
Meta/Facebook Ads API Campaign performance, ad spend, audience insights
LinkedIn Reports B2B advertising, audience targeting, lead gen forms
Marketo Reports Marketing automation, lead scoring, campaign analysis
Sprout Social Reports Social media analytics, engagement, sentiment
Google Ads Reports Search campaigns, keyword performance, ROAS

Popular Use Cases:

  • Combine ad spend from multiple platforms with revenue data to calculate true ROAS
  • Track lead-to-customer conversion by marketing channel
  • Blend website analytics with CRM data to understand the full customer journey

Sales Engagement

Analyze outbound effectiveness, sequence performance, and conversation intelligence.

Application Connection Key Features
Outreach Reports Sequence analytics, prospect engagement, rep performance
Salesloft Reports Cadence analysis, email metrics, call tracking
Gong Reports Conversation analytics, deal intelligence, coaching insights
Apollo.io API Sales intelligence, sequence tracking, contact enrichment

Popular Use Cases:

  • Compare sequence performance across reps and campaigns
  • Blend engagement data with CRM outcomes to optimize outreach
  • Track conversation patterns that correlate with won deals

Finance & Accounting

Connect financial data for profitability analysis and business intelligence.

Application Connection Key Features
QuickBooks Reports P&L, balance sheet, invoices, cash flow
NetSuite Reports Financial statements, transactions, customer data
Workday Reports HR financials, expense management, workforce planning

Popular Use Cases:

  • Calculate customer profitability by blending revenue with service costs
  • Track financial KPIs over time with automatic snapshots
  • Blend financial data with sales data for revenue attribution

Project & Work Management

Analyze workflows, track productivity, and optimize processes.

Application Connection Key Features
Jira API Issue tracking, sprint analytics, cycle times
Monday.com API Work management, deal tracking, project status
Airtable API Flexible databases, custom workflows

Popular Use Cases:

  • Track engineering velocity and identify bottlenecks
  • Analyze issue resolution times by product, team, or customer
  • Blend project data with customer data for resource planning

Customer Support

Measure service quality, response times, and support costs.

Application Connection Key Features
Zendesk Reports Ticket analytics, response times, CSAT

Popular Use Cases:

  • Calculate cost-to-serve by customer segment
  • Track support trends over time with snapshots
  • Blend support data with revenue to prioritize high-value customers

Data Warehouses & BI Tools

Connect to your existing data infrastructure for advanced analytics.

Application Connection Key Features
Snowflake Database Direct query, large datasets, enterprise scale
Microsoft Power BI Reports Existing dashboards, semantic models
Tableau Reports Dashboard data, workbook exports
SSRS Reports Legacy BI, enterprise reports
Crystal Reports Reports Legacy reports, banded layouts
Oracle BI Reports Enterprise BI, OBIEE exports
Google Data Studio/Looker Studio Reports Marketing dashboards, connected sheets

Key Insight: For Power BI and Tableau users, we recommend connecting Scoop directly to your underlying database rather than importing formatted reports. Scoop's AI works best with detail-level data, and you can keep using your existing BI tools alongside Scoop.


Industry-Specific

Specialized connectors for vertical markets.

Application Connection Key Features
Yardi Reports Property management, rent rolls, occupancy
MLS (Multiple Listing Service) Reports Real estate listings, market analysis
Sharetribe Reports Marketplace analytics, transaction data

Getting Started

Step 1: Choose Your Application

Browse the categories above and click on your application for specific setup instructions.

Step 2: Connect

  • API connectors: Click "Connect" and authorize with OAuth
  • Report imports: Follow the application-specific guide for export instructions
  • Email forwards: Set up automatic forwarding to your Scoop inbox address

Step 3: Configure Snapshotting

For any data that changes over time (deals, opportunities, projects), enable daily snapshots to track how your data evolves.

Step 4: Start Asking Questions

Once connected, go to the Insights tab and ask questions in plain English:

  • "What happened to my pipeline this week?"
  • "Which campaigns are generating the best leads?"
  • "Show me deals that slipped from Q4 to Q1"

Don't See Your Application?

Scoop can ingest data from virtually any application through:

  1. Email Reports: If your app can email a report, Scoop can ingest it automatically
  2. File Upload: Export to CSV or Excel and upload directly
  3. Database Connection: Connect to your app's underlying database
  4. API Development: Contact us about custom connector development

For applications not listed, see Connecting to a Business Application for generic setup options.

Updated December 3, 2025