In this article:
Overview
Crossbeam’s newest API endpoint gives you programmatic access to ecosystem signals — partner-driven events that surface key moments across your ecosystem, such as when a strategic partner opens or closes an opportunity. These signals are designed to help your teams and tools act on partner activity as it happens. You can:
Access these signals via the API for on-demand data retrieval
Receive these signals via a webhook for real-time delivery into your existing tools and workflows
Together, these options make it easier to connect Crossbeam data to the systems your team already uses for automation, analytics, and reporting.
What are signals?
A signal is a data point or event that represents a meaningful partner activity, such as an opportunity opening or closing, that could influence your pipeline, customer success, or co-selling strategy.
Signals help your teams:
Detect opportunities or risks early (a partner closing a deal in an overlapping account)
Automate next steps (notify account owners, trigger workflows)
Power AI-driven insights and recommendations
These are delivered in real time through our webhook, or retrieved when needed via our API endpoint.
‼️ Important
API calls and Webhooks are included in Record Exports limits.
Contact the support team at support@crossbeam.com for further assistance.
Requirements
To use signals, your company must be syncing and sharing the following CRM fields with Crossbeam:
Deal open date
Deal close date
Deal is closed
Deal is won
Plan Access
Free and Connector plans: No access
Supernode plan: Access to the API (Signals and the API endpoint)
Enterprise plan: Access to the API and Webhook
To upgrade your account, visit the Plan & Billing page.
✍️Note: Only Admin users can create or edit webhooks and API integrations.
How It Works
Crossbeam’s APIs make signals available in two main ways:
1. Webhook (Push Model)
The webhook automatically sends signal updates to your system the moment an event occurs.
Example:
When a partner opens a new opportunity in a shared account, Crossbeam “pings” your connected app, such as Slack, HubSpot, or a custom internal tool, to trigger a workflow or alert.
Best for:
Real-time notifications or automations
Systems that should respond instantly to partner events
How to Set up a Webhook in Crossbeam
From the left-side Navigation Menu in Crossbeam:
Click on Data → Integrations → +Create New → Webhook
Next, define your webhook settings:
Event types → Choose which event(s) you’d like to receive signals for:
Deal opened (when a partner opens a new opportunity)
Deal closed-won (when a partner closes a deal)
Add Webhook name
Add Destination URL
After clicking Finish, a secret key will appear
Copy and store it safely — you won’t be able to view this same key again
Some external tools may require this key to authenticate incoming data.
Test your webhook
Crossbeam will send a test call to the destination URL you provided
If the test fails, you can edit the configuration and try again until it succeeds
Enable and select filters for your webhook
Filters let you narrow which partners or Populations you want to receive signals for
Once the test passes, you can enable the webhook.
Click Save Settings to finalize setup. Your webhook is now active and will appear in your list of installed integrations.
👉 For more technical details on configuring your webhook, visit our Developer Documentation
2. API Endpoint (Pull Model)
The API endpoint allows your systems or AI agents to request the latest signal data from Crossbeam when needed.
Example:
Your CRM or internal analytics platform can call the Crossbeam API to fetch all new Opportunity Closed Won signals from the past 24 hours.
Best for:
On-demand insights or scheduled analyses
Use cases that don’t require immediate real-time actions
How to Set up APIs in Crossbeam
From the left-side Navigation Menu in Crossbeam:
Click on Data → Integrations → +Create New → API Integration
Next, define your API settings:
Integration name
Integration description
Callback URL and Allowed Origins
Click Create Integration, then follow the step-by-step instructions in our Developer Documentation to complete your endpoint setup.
👉 See setup details in the Developer Documentation.
Example Use Cases
Use Case | How It Works | Model |
Instant deal notifications | When a partner opens a new opportunity on an overlap, send a Slack alert to the account owner | Webhook |
Trigger outreach cadences | Automatically start a HubSpot or Outreach sequence when a partner adds a new opportunity | Webhook |
Timed follow-ups | Wait 60 days after a partner’s Closed Won deal, then trigger a “better together” campaign | Webhook |
Deal prioritization scoring | Fetch Closed Won signals daily to update opportunity scores in your CRM | API Endpoint |
FAQs
Does the webhook count towards Record Exports?
Yes, just like Crossbeam's existing API, the new webhook will also count towards Record Export limits.
Do you need to have a license to leverage signals and the webhook?
No additional licenses are required. Only Admins can create webhooks, but anyone in your organization can benefit from the workflows or alerts they trigger in other tools.
Can I access signals if my data source is a CSV or Google Sheet?
Yes, as long as your partner has a connected CRM and is sharing the required fields, you’ll receive signals for that partner’s data.
How is this different from Crossbeam's existing API?
Our existing API provides access to raw overlap data.
The new API and webhook deliver:Event-based, enriched data — like “Opportunity Opened” or “Closed Won” as they happen
Real-time push updates via webhook (or on-demand pulls via API)
AI-ready formats for use with intelligent systems like Crossbeam’s MCP or other AI tools
Richer integrations that reflect structured, real-time data streams
Are we able to push Greenfield account signals?
No, this capability isn’t supported at this time.
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