In this article:
Overview
This new beta feature enhances the Crossbeam-HubSpot integration by pushing is a customer of and is an open opportunity of fields directly to the standard HubSpot Company object, unlocking advanced reporting capabilities and streamlined workflows.
These fields can:
Be applied as filters for precise targeting
Generate new or supplement existing reports for actionable insights
Key Benefits:
Improve Pipeline Efficiency: Provide actionable insights within HubSpot, enabling sales teams to focus on high-value accounts
Eliminate Tool-Switching: Access Crossbeam data directly within HubSpot for more informed and efficient decision-making
Automate Workflows: Set up workflows to streamline processes such as task assignments, follow-ups, and deal updates on Ecosystem Qualified Leads (EQLs)
How to Get Started
In Crossbeam, navigate to the Data icon found on the left-side menu. From the side panel, select Integrations and open the Settings on the row for the HubSpot integration.
In the Settings, toggle On Enable Data Push:
Select the box next to, Push to Custom Object to send Crossbeam data overlaps to the Crossbeam Custom Object in HubSpot.
Select the box next to Push to Standard Object to send “is a customer of” and “is an opportunity for” fields in your standard Company object in HubSpot.
Click Save Changes to apply your settings.
In HubSpot, go to the Company section and apply filters to see these new fields:
Click on a specific Company to see the specific fields that are being pushed from Crossbeam.
If NONE is displayed under the field name, this means there is no data currently connect to that field.
✍️ Note
For detailed information about the HubSpot Custom Object, refer to the complete installation guide here.
Manage Settings
Return to the Crossbeam integration workspace and click on the Settings at anytime to adjust the data push.
✍️ Note
This integration only pushes data; it never deletes anything existing in HubSpot. Data cleanup is the user's responsibility.
Use Cases
Sales Operations
Pipeline Analysis: Filter accounts with partner overlap to measure the influence of ecosystem insights on revenue and optimize resources accordingly.
Sales Leaders
Report Creation: Generate detailed co-selling or cross-selling reports by leveraging Crossbeam data to identify ideal partners for collaboration.
Revive Stalled/Lost Opportunities: Use partner data to re-engage stalled or lost deals by tapping into trusted relationships.
Market Entry Planning: Build reports to identify high-value prospects who are already customers of partners, aiding in referrals, warm introductions, and market entry strategies.
Workflow Automation: Automate follow-ups, task assignments, and deal updates for accounts with high partner alignment potential to ensure no opportunity is overlooked.