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Scalar

CRM records and revenue activity for agents.

by Scalar · Free to install · needs a Scalar account

Under reviewInstallation is unavailable while this connector is under review.

What it does

CRM records and revenue activity for agents. Connect your Scalar account and its account, contact, lead, opportunity, activity arrive in the ledger as versioned source snapshots, filed as evidence, with a receipt for every sync. Company OS keeps the source, the history and the review boundary; nothing is written back to Scalar.

What the connection supports

  • Syncs account, contact, lead, opportunity, activity
  • Deals table in the Sales department, one row per deal
  • Accounts table in the Sales department, one row per account
  • Contacts table in the Sales department, one row per contact
  • Lands on Sales, Customer, Business
  • Every sync leaves a receipt, including the ones that failed
  • Available to agents through Company OS context tools

What installing grants

You see this list again on the install screen, and nothing happens until you approve it there.

  1. Confirm your accountIdentify which Scalar account approved.
  2. Read your name, picture and workspaceHow the connection is labelled, and which workspace it reads.
  3. Read contacts, companies and pipelinesRead your contacts, companies, activities and pipelines. Nothing is written.
  4. Write the Deals tableOne row per opportunity. Won and lost rows stay; they are the record. Rows are authored by Scalar and keep their history.
  5. Write the Accounts tableOne row per company in Scalar's CRM. Rows are authored by Scalar and keep their history.
  6. Write the Contacts tableOne row per person in Scalar's CRM. Rows are authored by Scalar and keep their history.

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