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

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Get product support, education, insights, and peer-to-peer knowledge from GTM teams succeeding with Common Room.

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