Data Sources and Populations

Learn how to get your data into Crossbeam and organize it into Populations for comparing and sharing with partners.

17 articles in this collection
Written by Lindsey O'Niell, Bob Moore, and Lauren Rosenfeld

Setting Up Data Sources

What are Data Sources?

A rundown of data sources and the role they play in the Crossbeam platform.

Written by Bob Moore
Updated over a week ago

Connecting Salesforce Data

Integrate your Salesforce data with Crossbeam.

Written by Lindsey O'Niell
Updated over a week ago

Connecting Hubspot Data

Integrate your Hubspot data with Crossbeam.

Written by Lindsey O'Niell
Updated over a week ago

Connecting Custom Data Sources

Request a custom data source that isn't already supported by Crossbeam.

Written by Lindsey O'Niell
Updated over a week ago

CSV Uploads

Uploading a CSV

Upload a CSV of your accounts or leads.

Written by Lindsey O'Niell
Updated this week

Create a New Population from a CSV

Create a population by segmenting the data you uploaded from your CSV.

Written by Bob Moore
Updated over a week ago

Add to a Population from a CSV

Keep your populations up to date by uploading new CSV files and adding them to existing populations.

Written by Bob Moore
Updated over a week ago

Populations

What are Populations?

Populations are groups of people or companies that have special meaning to your company. Learn more here.

Written by Bob Moore
Updated over a week ago

Building a Population

Segment your data into meaningful groups of people or companies

Written by Bob Moore
Updated over a week ago

Editing a Population

Modify your existing populations

Written by Lindsey O'Niell
Updated over a week ago

Advanced Population Filtering

Hone in on a specific, targeted set of companies or people to compare to your partner's data

Written by Bob Moore
Updated over a week ago

Population Status

Viewing and understanding your population's status

Written by Lindsey O'Niell
Updated over a week ago

Understanding Salesforce Opportunities in your Crossbeam Populations

You can have multiple opportunities linked to one account. Let's talk about how Crossbeam processes this data from your Salesforce instance.

Written by Lauren Rosenfeld
Updated over a week ago

Deleting a Population

Get rid of unwanted Populations by simply deleting them

Written by Bob Moore
Updated over a week ago

Managing Data Sources

Managing your Salesforce Connection

Pause, control sync frequency, reauthorize, and select fields to sync.

Written by Lindsey O'Niell
Updated over a week ago

Managing your Hubspot Connection

Pause, control sync frequency, reauthorize, and select fields to sync.

Written by Lindsey O'Niell
Updated over a week ago

Troubleshooting your Salesforce Connection

Reference and find steps to troubleshoot the possible errors we encounter with your Salesforce connection.

Written by Lindsey O'Niell
Updated over a week ago