Introduction
This release puts partner signals to work where your team already operates. Automations is now generally available, sending Slack alerts with a recommended next step when partner activity happens on your accounts. You can also bring AWS Partner Central signals into Crossbeam, segment accounts by the products your customers own, and get more from your AI tools with new MCP tools and Okta Cross App Access. Plus: a new API page, new sharing controls, CRM sync for your Partner Wishlist, and a redesigned Individual Record Page. Crossbeam is also now available in Slackbot and Microsoft Copilot Studio.
New Features and Improvements
Automations (Generally Available; Connector (with the platform fee), Supernode, and Enterprise plans)
Description: Automations send a Slack alert with a recommended next step when partner activity happens on your accounts. Start from a ready-to-use template or build your own, including with the new Deal has strong partner coverage trigger. Alerts only send when there are new results, so empty checks don't use credits.
Benefit: Act on partner activity as it happens, without checking Crossbeam or exporting overlaps by hand.
AWS Lead Enrichment Integration (Early Access; paid plans)
Description: Connect AWS Partner Central as a data source to bring AWS lead signals into Crossbeam. AWS fields like Solution Score and Lead Readiness can be added to Lists, filtered, and sorted.
Benefit: See AWS lead signals and partner coverage in one view, so your team can prioritize the right AWS leads.
Crossbeam and AWS in AI Tools (Crossbeam MCP available on all plans)
Description: Connect the Crossbeam MCP and the AWS MCP to the same AI tool, such as Claude. Your agent can then combine Crossbeam partner data with your AWS Partner Central pipeline.
Benefit: Rank AWS leads by partner coverage and find the right partner for stalled ACE deals in a few prompts.
Product Line Support (now for any Salesforce object)
Description: Sync account-level product data from a Salesforce object, such as Asset or a custom object. Use products to build Populations, filter Lists, and see them on the Individual Record Page.
Benefit: Find overlaps and whitespace by product line, and share product-based Populations with the right partners.
Okta Cross App Access (XAA) (Supernode and Enterprise plans)
Description: Also called Enterprise-Managed Authentication, Cross App Access lets Okta admins control how AI tools connect to Crossbeam through the MCP. An admin sets it up once instead of each user signing in. Supported today with Okta and Claude.
Benefit: Roll out Crossbeam in your AI tools with fewer approvals and reconnects.
Crossbeam MCP Updates (all plans; usage draws from Crossbeam Credits)
Description: Three new read-only tools: get_partner_opportunity_context returns partner-shared deal details, get_list_context reads saved Lists, and get_partner_wishlist reads your Partner Wishlist and invite status. Crossbeam MCP is also now available in Slackbot, through the Crossbeam Slack app, and in Microsoft Copilot Studio.
Benefit: Use your Crossbeam data in more AI tools, and check partner deals, Lists, and invitations without leaving them.
New API Controls (Supernode and Enterprise plans)
Description: Webhooks, API integrations, API filters, and API keys now live on one API page. API filters limit which Populations are sent through the API, and filtered-out records don't count toward your Record Export limit.
Benefit: Manage every API connection in one place and use your Record Export limit only on the data you need.
Sharing Settings Updates (all plans)
Description: Sharing Settings has been redesigned so you can review and manage sharing by Population or by partner in one place. Admins can also set a team default preset for new Populations.
Benefit: Manage sharing from one place and keep it consistent across your team.
Partner Wishlist: Sync from CRM (all plans)
Description: In addition to uploading a CSV, you can now add partners to your Wishlist directly from your CRM (Salesforce or Snowflake only). Synced accounts are marked From CRM and can be bulk invited.
Benefit: Build your invite list from your CRM without exporting and uploading a CSV.
Redesigned Individual Record Page (all plans)
Description: The Individual Record Page is now organized into five tabs: Overview, Account Details, Opportunities, Contacts, and Activity. The Overview tab shows recommended partners, key contacts, and recent updates for the account.
Benefit: Find what you need on an account faster, with each type of information on its own tab.
Additional Resources
Conclusion
For questions, assistance, or to access these new features, please reach out to our support team or contact Sales. We hope you enjoy exploring the latest updates to enhance your Crossbeam experience!