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INTRODUCTION
Welcome to Correlated
GETTING STARTED
Setting Up Your Account
Correlated Data Security Overview
Piping Data into Correlated
Amplitude Integration
BigQuery Integration
Census Integration
Hightouch Integration
Hubspot Integration
Redshift Integration
Salesforce Integration
Segment Integration
Snowflake Integration
Integrating with Other Data Sources
Connecting Downstream Applications
Slack Integration
Outreach Integration
Salesloft Integration
HubSpot Integration
Salesforce Integration
Marketo Integration
Configuring Account Settings
MODELING YOUR DATA
Correlated's Required Data Model for Data Warehouse Connections
Data Onboarding Checklist
Write Custom SQL Queries
PQL/PQA Scoring
PQL Scoring Engine
Exporting Scores
BUILDING PLAYBOOKS
Defining Playbooks
Positive Customer Lifecycle Playbooks
Negative Customer Lifecycle Playbooks
Building a Playbook
Adding Actions
Slack Notifications
Outreach Sequences
Salesloft Cadences
Salesforce Tasks
HubSpot Lists
Salesforce Object Creation and Updates
Marketo Lead Creation and Updates
Webhooks via Zapier
Playbook Expert Tips and Tricks
Measuring Success Outcomes
Building Reports in Salesforce
How to Build Funnels Using Playbooks
MANAGING YOUR BOOK OF BUSINESS
Prioritizing Customers With Lists
Account / User Detailed Insights
KEY CONCEPTS
Understanding Our Data Model
Correlated's Customer Data Graph
Understanding How Correlated Connects With Cloud Data Warehouses
Glossary
PLG USE CASES
Monitoring Your Book of Business
Finding Expansion Opportunities
Security
Responsible Disclosure
Security at Correlated
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