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Steps to Request a Connector Free Trial
❗️Important
Users must complete all onboarding steps before requesting a Connector Free Trial. If onboarding is incomplete, the Request Free Trial button will still appear, but clicking it will display a message prompting the user to finish onboarding first.
Once onboarding in the Crossbeam platform is complete, the Request Free trial button will be accessible in the top right corner of the platform.
Clicking the button displays a list of features included in the trial
Users can schedule a time to speak with a sales representative by selecting a date on the calendar
If no available times are shown, or if you prefer direct outreach, click the Talk to Sales button, which sends a request
After scheduling, a confirmation message will appear that their request has been submitted.
After scheduling, the sales team will activate the trial. Users will receive updates on their trial status and, if they used certain Connector features, they will retain access until their account is downgraded.
FAQs
What does the Connector-tier Free Trial include?
The 30-day free trial grants access to the full Connector experience, including the Copilot Chrome extension.
Export limits: Users can export up to 100 records per report
Integrations: Connecting integrations is not allowed during the trial
Data sharing: This functionality remains unchanged
Seats: Max of 3 users
Who is eligible for a free trial?
New users on the free Explorer plan and have completed the onboarding process in Crossbeam.
How can I access a free trial?
Once onboarding is complete, a Request Free Trial button will appear in the top-right corner of the app. Click the button to schedule a time to talk to sales or to request sales contact you.
Can I upgrade my account during the trial?
Yes, you can upgrade your plan anytime during the trial in-app or by reaching out to sales.