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 and Bob Moore

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 yesterday

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 over a week ago

Create a New Population from a CSV

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

Written by Bob Moore
Updated this week

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

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

Building a Population

Segment your data into meaningful groups of people or companies

Written by Bob Moore
Updated yesterday

Editing a Population

Modify your existing populations

Written by Lindsey O'Niell
Updated over a week ago

Population Status

Viewing and understanding your population's status

Written by Lindsey O'Niell
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

What is Population Visibility?

Learn about this advanced feature that allows you to hide populations from selected partners.

Written by Bob Moore
Updated over a week ago

Managing Population Visibility

Take complete control of your data by managing which populations are visible to your partners

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