Creating CRM Audiences In Channel99

Step 1: Create CRM Report

• Create report in Salesforce or HubSpot based on companies (Hubspot)  or Accounts (Salesforce)
• Required field: Company domain or website field only
• Save report to a public folder
• For Salesforce: Use standard tabular report (no grouping)

Step 2: Copy Report URL

• Open the saved report in your CRM
• Copy the browser URL from the address bar
• Keep this URL ready for next step

Step 3: Upload to Channel99

Go to Audiences section in Channel99

• Click "Create Audience" button
• Select "CRM" option
• Paste the copied CRM report URL
• Name your audience
• Add description (optional)
• Click "Save"

Step 4: Wait for Processing

• Processing time: 30 seconds to 1 hour (depends on audience size)
• Monitor status indicator
• Audience ready when status changes from "Processing" to "Complete"

Note: CRM audiences update automatically every 24 hours and respect your CRM report filters.