Onboarding: Setup the Basics
Last updated Apr 11th, 2025
Collect data and organize your contacts and organizations.
Signals
Pull in bespoke integrations as well as out-of-the-box signals from social, business, product, CRM, customer data, and more. Also add contacts one-by-one, via bulk upload, or API. (5 mins) Setup integrations
CRM Data
Configure your CRM integration, Salesforce or HubSpot, with Common Room to unlock the potential of orchestrating data from your system of record with other signals in Common Room. (13 mins) Setup Salesforce | Setup HubSpot
Tags
Common Room provides a set of default tags, but you can also create your own custom tags for contacts and organizations. (5 mins) Create tags
Scoring
Create custom scoring for contacts and orgs using all fields available in Common Room. You can customize the weight of behaviors and details, to properly reflect what matters to your business. (16 mins) Define scores
Segments
Segments organize your contacts and organizations into cohorts. Monitor, engage, report, filter, manage tasks and more with segments. Sync segments with external tools like Salesforce or Outreach sequences. (13 mins) Build segments
Join the Uncommon community
Get product support, education, insights, and peer-to-peer knowledge from GTM teams succeeding with Common Room.