Documentation Index
Fetch the complete documentation index at: https://docs.bitscale.ai/llms.txt
Use this file to discover all available pages before exploring further.
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
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
Creating Your First Grid
- Log into your Bitscale Dashboard.
- Click on New Grid (top navigation bar).
- You’ll see a categorized list of available data sources:
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.
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.
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.
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.
Example: Creating a Company List
- Go to New Grid → Find Companies.
- Apply filters like:
- Location: United States
- Industry: Software
- Headcount: 200–500
- Click Preview Results.
- Select Import to New Grid to create your first dataset.
Organizing Grids into Workbooks
A Workbook is a collection of related grids grouped under a single view — perfect for organizing multi-step workflows.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.
Manual Workbook Setup
If you want separate but related grids (e.g., regional datasets):- Go to Data Sources → Select another data source.
- Import a new grid (e.g., “Europe” companies).
- 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.
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.