Crossbeam

In the videos below, we cover CRM connection (<a href="https://help.crossbeam.com/en/articles/3160182-connecting-salesforce-data">Salesforce</a> &amp; <a href="https://help.crossbeam.com/en/articles/3160183-connecting-hubspot-data">HubSpot</a>), and we step through the Crossbeam Population Builder, including;

<a href="https://help.crossbeam.com/en/articles/3160197-building-a-population">Building a new population</a>

<a href="https://help.crossbeam.com/en/articles/3160198-advanced-population-filtering">Using filters in the population builder</a>

An explanation of <a href="https://help.crossbeam.com/en/articles/4236619-sharing-defaults-for-populations">Sharing Defaults for Populations</a>

- <a href="https://help.crossbeam.com/en/articles/3160197-building-a-population">Building a new population</a>
- <a href="https://help.crossbeam.com/en/articles/3160198-advanced-population-filtering">Using filters in the population builder</a>
- An explanation of <a href="https://help.crossbeam.com/en/articles/4236619-sharing-defaults-for-populations">Sharing Defaults for Populations</a>

A visual guide to connecting your CRM, then using the population builder.

Video Tutorial: Connect your CRM & Create Populations

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