Crossbeam

Connecting Pipedrive as a Data Source

Joy Rudnick

Lindsey DeFalco

Bob Moore

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

Data Sources and Populations

A rundown of Data Sources and the role they play in the Crossbeam platform.

What are Data Sources?

Answers to common questions about Salesforce data

Salesforce as a Data Source FAQs

Easily map, manage, and dynamically update your data from Google Sheets to begin account mapping with your partners

How to Use Google Sheets as a Data Source

Integrate your Microsoft Dynamics data with Crossbeam.

Connect Microsoft Dynamics

Connecting Salesforce as a Data Source

Integrate your HubSpot data with Crossbeam.

Connect HubSpot Data

Integrate Snowflake and use Snowflake Data Sharing to get your data into Crossbeam.

Connect Snowflake Data

Setting Up Data Sources

Upload a CSV File

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

Create a Population from a CSV File

Learn how to clean-up and manage unwanted CSV data sources

How to Remove a CSV File

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

Add Data to a CSV File

CSV Uploads

Populations are segments of raw data standardized in Crossbeam to allow for data comparing with partners.

What are Populations?

Streamline account mapping motions by segmenting your data into meaningful groups of people or companies called Populations.

Build a Standard Population

How to Edit a Population

Creating Custom Populations to segment data any way you like!

Custom Populations

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

How to Use Population Filters

Delete a Population

Populations

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

Managing your Salesforce Connection

Learn the different capabilities across available Data Sources in Crossbeam

Data Sources Overview: CSVs, CRMs and Data Warehouses

Manage your HubSpot Connection

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

Troubleshooting your Salesforce Connection

Managing Data Sources

Find answers and get help from Intercom Support and Community Experts

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