Take out the guesswork, and easily group your accounts into the appropriate buckets of data. Using Standard Populations, you and your partners know what data is being compared.
Are you more of a visual learner? We got you covered. Watch this overview to learn how to build a population in Crossbeam.
After connecting a data source, the Populations tab becomes clickable. This is where you will create Standard Populations for your Customers, Open Opportunities, and Prospects to make account mapping with your partners easy.
Populations are created from data sources, like Salesforce, HubSpot, Google Sheets, or a CSV upload.
Creating a Population
1. Click the Create button within any of the Standard Populations buckets
2. After clicking Create, the Population builder will open.
With your data syncing to Crossbeam, you will define what data should flow into each Standard Population, whether that is CRM filters, or selecting the appropriate CSV file or Google Sheet.
3. Give your Population a description (Optional)
A Population description will be useful for both you and your partners to understand the data in this Population.
4. Click Select connected data source to start building your population with the correct data.
✍️Note: if you only have one data source, this will be pre selected for you.
Any CRM sync that you have configured will show up here along with CSV Uploads or Google Sheets. You can even +Add New Data Source from the population builder:
5. Select a Table
Depending on your data source, this dropdown will vary slightly. For any CRM sync, you will see options for a main Table to pull in your data from. For example, with Salesforce, the options will be Lead and Account, and for HubSpot, the option will be companies.
If you select CSV Uploads, then you will see the names of the files that you provided when you uploaded your CSVs. See this article for more information on creating populations from CSV Uploads.
Once you select a table, you can click Continue to take you to filters.
6. Add a basic filter
Filters allow you to segment your data and create a more specific population. In this example, we are going to create our Customers population by filtering on Account Type = Customer.
We do this by clicking on the Add Filter dropdown, selecting Account Type is Customer. The dropdown will appear with all possible values for the selected field.
✍️Note: these values will likely look different for your data source.
7. Preview & save
When you click Preview, it will show you all the records that fit the applied filter. When things look good, click Save Population.
Once saved, you’ll be prompted to set up your Default Sharing Settings.
Your population has now officially been created!
You can also add more dimensions to your populations by using group filters. Select Add a filter group to choose fields from other tables that you have synced from your CRM. For example, if you have synced Salesforce you may have chosen to sync your opportunity, contact, or user tables.
For more advanced population creation, check out our article on Advanced Population Filtering.
If you don't see a field you want to filter on, don't fear! We have it in our system, you will need to add additional fields.
When clicked, you'll be taken to your CRM Settings page, where you can select additional fields to sync.