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Overview

Your Grid is the foundation of every workflow in Bitscale.
It’s where you collect, enrich, analyze, and act on your data — whether you’re building lists from scratch, importing your CRM records, or setting up intent-based sources. This guide walks you through:
  • The types of data sources available on Bitscale
  • How to create your first grid
  • How to organize grids into workbooks for easier workflow management

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What Is a Grid?

A Grid in Bitscale is like a dynamic spreadsheet that powers your outbound and research workflows.
Each grid represents one dataset — e.g., a list of companies, contacts, or intent signals — and can connect to other grids or enrichments. You can create grids from:
  • Internal databases
  • External sources (e.g., HubSpot, Salesforce, LinkedIn)
  • Uploaded files (CSV, Excel)
  • Webhooks and custom APIs

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Creating Your First Grid

  1. Log into your Bitscale Dashboard.
  2. Click on New Grid (top navigation bar).
  3. You’ll see a categorized list of available data sources:

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1. Company-Level Data Sources

Use these to create or import account-level datasets:
  • Find Companies — Query Bitscale’s internal database with filters (industry, size, location).
  • Google Maps Search — Ideal for local or SMB prospecting.
  • HubSpot Companies — Import leads directly from your CRM using filters.
  • LinkedIn Sales Navigator — Copy your filtered search URL and paste it into Bitscale (no cookie sharing needed).
  • De-anonymization Services (Factors) — Identify anonymous website visitors.
  • Company Lookalikes — Find similar companies to your existing customers.

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2. People-Level Data Sources

For contact-level list building:
  • Find People (Internal Database) — Search directly from Bitscale’s 300M+ contact database.
  • LinkedIn Sales Navigator (People) — Import filtered searches from your LinkedIn account.
  • HubSpot Contacts — Import leads from your CRM lists.

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3. Intent-Based Data Sources

Capture real-time buying intent and engagement:
  • Find People from LinkedIn Post — Scrape commenters and reactors from any LinkedIn post.
  • Find Companies Hiring for a Specific Role — Identify companies hiring for roles your product complements or replaces.

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4. Other Data Sources

For specialized or incoming data:
  • Webhook Imports — Receive data or alerts directly from external software.
  • Salesforce Reports — Pull reports and datasets into Bitscale automatically.
  • Apify Actors — Import data from web automation workflows.
  • HubSpot Lists / CSVs / Excel Files — Import static or exported data for enrichment.

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Example: Creating a Company List

  1. Go to New Grid → Find Companies.
  2. Apply filters like:
    • Location: United States
    • Industry: Software
    • Headcount: 200–500
  3. Click Preview Results.
  4. Select Import to New Grid to create your first dataset.

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Organizing Grids into Workbooks

A Workbook is a collection of related grids grouped under a single view — perfect for organizing multi-step workflows.

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How to Create a Workbook Automatically

When exporting data between grids (e.g., accounts → contacts):
  • Use Export Leads to a new grid.
  • Bitscale automatically creates a Workbook containing both grids.

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Manual Workbook Setup

If you want separate but related grids (e.g., regional datasets):
  1. Go to Data Sources → Select another data source.
  2. Import a new grid (e.g., “Europe” companies).
  3. Bitscale will automatically group both grids into one workbook (e.g., North America + Europe).
💡 You can mix different data types — a company grid, an intent signal grid, and a contact grid — under the same workbook for one outbound use case.

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Best Practices

  • Save frequently used filters to speed up list creation.
  • Use separate grids for different geographies, industries, or ICP segments.
  • Organize grids into workbooks for structured, end-to-end workflows.
  • Always preview before importing to avoid unnecessary credit usage.

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Summary

Grids are the starting point for all Bitscale workflows. Whether importing from a file, CRM, or intent-based source, you can combine multiple grids into workbooks to manage complex, multi-step outbound processes — all from one unified interface. For setup assistance or workflow ideas, reach out to the Bitscale support team.
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