Unified Customer Lookup Tool

Template

Show a single customer profile that pulls customer information from across disparate systems such as Zendesk, Hubspot, Salesforce, Sheets, internal databases, and more.

Get started
Use Cases
Support Tool    Admin Panel
Categories
Customer Support    Operations
Customer Success

Integrations
Zendesk Hubspot 
Salesforce Sheets Mongo Postgres Typeform Helpscout and more

Unified Customer Lookup Tool

Template

Easily build a unified customer card that pulls from Zendesk, Hubspot, Salesforce, Sheets, and more, and share across teams

Get started
Use Cases
Support Tool    Admin Panel
Categories
Customer Support    Operations
Customer Success
Integrations
Zendesk Hubspot 
Salesforce Sheets Mongo Postgres Typeform Helpscout and more

Finally, a single view of your customer

Easily build a single customer dashboard that pulls from Zendesk, Hubspot, Salesforce, Sheets, and more

Get started
Watch Ben build a unified customer dashboard in minutes
The spreadsheet with superpowers

Bring all your data together

Import your data into spreadsheet tables that stay synced with the original systems.
Connect to databases, CRMs, marketing tools, and more with one click

Transform live data with
spreadsheet formulas

Manipulate and customize data in real-time without SQL

Join

Easily join tables from different data sources together

Enrich

Enrich your spreadsheet with data from 3rd party APIs

Familiar formulas

Use all of the Excel and Google Sheets formulas you already know

Computed columns

Quickly manipulate large amounts of tabular data

No more logging into multiple systems
for a complete view of your customer

Drag and drop components together to create custom applications powered by your data.
The logic that controls how your app behaves is stored in the spreadsheet for easy updates

Charts

Charts to visualize your data

Actions

Powerful formulas that let you update other cells, fetch data from APIs trigger toast messages

Forms

Easy forms to collect data from your team or your customers

Buttons

Buttons that can update other cells, insert records, post webhooks and more

Input fields

Input text boxes to edit spreadsheet data

Tables

Drop-in table component, with search, sort, and pagination. Easily add to any data in seconds!

Metrics

Easily show key performance indicators for any data set

  • Easy to update and customize
  • Anyone with spreadsheet skills can build and maintain it
  • Share your customer dashboard with your team
"We want a single place to go to see a view of our customer. With Lido, we could make that exactly what we needed"
Customer Success Manager

How it works

Build this killer tool using only spreadsheet skills on Lido! No developers needed

Step 1: Connect your live Data

Connect to as many datasources as you want. They appear as "live" spreadsheets tables in Lido.

Hubspot, Salesforce, Zendesk, Postgres, Google Sheets and more

  • Access your customer data in Postgres, MySQL, Snowflake, AWS, and more.
  • Lido supports all Google Sheets and Excel functions
  • Easily take action on customer data such as sending emails, opening links, etc.

Step 2: join customer info

Easily join together data from multiple sources into a single customer table. No SQL required!

  • Access your customer data in Postgres, MySQL, Snowflake, AWS, and more.
  • Lido supports all Google Sheets and Excel functions
  • Easily take action on customer data such as sending emails, opening links, etc.

Step 3: Add to a card

Display each customer record on a card.

  • Access your customer data in Postgres, MySQL, Snowflake, AWS, and more.
  • Lido supports all Google Sheets and Excel functions
  • Easily take action on customer data such as sending emails, opening links, etc.

Lido gives new superpowers
to Support Ops teams

Drag and drop components together to create custom applications powered by your data.
The logic that controls how your app behaves is stored in the spreadsheet for easy updates

Charts

Charts to visualize your data

Actions

Powerful formulas that let you update other cells, fetch data from APIs trigger toast messages

Forms

Easy forms to collect data from your team or your customers

Buttons

Buttons that can update other cells, insert records, post webhooks and more

Input fields

Input text boxes to edit spreadsheet data

Tables

Drop-in table component, with search, sort, and pagination. Easily add to any data in seconds!

Metrics

Easily show key performance indicators for any data set

  • Support Ops give your support team the tools they want without needing engineering
  • Customer support can save time jumping into different systems.
  • Build tools in 15 minutes

Made for builders
on internal operations teams

Add Buttons to do anything
using spreadsheet formulas

Drag and drop components together to create custom applications powered by your data.
The logic that controls how your app behaves is stored in the spreadsheet for easy updates

Charts

Charts to visualize your data

Actions

Powerful formulas that let you update other cells, fetch data from APIs trigger toast messages

Forms

Easy forms to collect data from your team or your customers

Buttons

Buttons that can update other cells, insert records, post webhooks and more

Input fields

Input text boxes to edit spreadsheet data

Tables

Drop-in table component, with search, sort, and pagination. Easily add to any data in seconds!

Metrics

Easily show key performance indicators for any data set

  • open a URL with OPENURL()
  • update another spreadsheet cell with UPDATECELL()
  • send email with SENDEMAIL()
  • send email with SENDEMAIL()

Made for builders
on internal operations teams

F.A.Q.

Anything you don't see here, let us know at support@trylido.com or jump into our live chat

Are you secure?

Lido takes data security and privacy seriously. We do not store any data in place that you connect to Lido as a datasource. It is live-streamed into the sheet.

Lido's datasources are read-only and use approved Oauth flows to get permissions to your data.

What is your pricing? 

We are currently free while in Beta, but expect to have pricing plans such as $10/mo, $50/month for team plans, etc. .

Will my data update automatically?

Yes, your data is connected live to your datasources. As the source records change they are automatically synchronized in Lido

Are you a spreadsheet?

Yes. We maintain parity with Google Sheets and Excel, but add a small curated lists of Lido spreadsheet functions such as SENDGMAIL(), OPENURL(), UPDATECELL(), COMPANYINFO() and more.

We can also connect live to Google Sheets as a datasource - and thus present that data in sync, with your other data in Lido, while keeping the source of truth in Google Sheets.

Can SENDEMAIL() support gmail? 

Yes, uses your own Gmail account to send through using Oauth.

I don't see my datasource? 

Talk to us. We may be working it and are prioritizing user requests!

How are we different than Retool?

Retool is a fantastic low code ops platform but is designed for software engineers and requires Javascript and SQL knowledge.

Our customer at Lido is the power operator and only requires spreadsheet skills. Spreadsheets are a fantastically customizable and powerful data layer that already has over 1 billion users!

Drag and drop components together to create custom applications powered by your data.
The logic that controls how your app behaves is stored in the spreadsheet for easy updates

Charts

Charts to visualize your data

Actions

Powerful formulas that let you update other cells, fetch data from APIs trigger toast messages

Forms

Easy forms to collect data from your team or your customers

Buttons

Buttons that can update other cells, insert records, post webhooks and more

Input fields

Input text boxes to edit spreadsheet data

Tables

Drop-in table component, with search, sort, and pagination. Easily add to any data in seconds!

Metrics

Easily show key performance indicators for any data set

Made for builders
on internal operations teams

No Developers needed!

Drag and drop components together to create custom applications powered by your data.
The logic that controls how your app behaves is stored in the spreadsheet for easy updates

Charts

Charts to visualize your data

Actions

Powerful formulas that let you update other cells, fetch data from APIs trigger toast messages

Forms

Easy forms to collect data from your team or your customers

Buttons

Buttons that can update other cells, insert records, post webhooks and more

Input fields

Input text boxes to edit spreadsheet data

Tables

Drop-in table component, with search, sort, and pagination. Easily add to any data in seconds!

Metrics

Easily show key performance indicators for any data set

  • Easy to update and customize
  • Anyone with spreadsheet skills can build and maintain it
  • Share your customer dashboard with your team