Get more done with your partners, sales reps, and marketing teams with Crossbeam for Slack!
In this article:
How to Install the Crossbeam Slack App
Already have a Crossbeam account? Click here to install the app via your Integrations page.
Still not signed up for Crossbeam? Register for your free Explorer account here!
What does Crossbeam's Slack App do?
Conduct instant and accurate account mapping with partners. Find out who owns your target accounts at partner companies, then use Slack Connect to collaborate and co-sell with them.
Seize new shared opportunities as soon as they emerge. Notify and mention account executives on new overlaps in Slack Connect channels- allowing you and your partners to discover and discuss new overlapping opportunities as they happen.
Search and Grow
Grow your partner-influenced pipeline! Find overlaps for accounts on-demand by searching with the
/crossbeam command to shorten sales cycles and influence partner-sourced revenue.
Activate and accelerate co-marketing motions with partners. Use Crossbeam insights in Slack to easily collaborate on partner marketing activities throughout the customer journey.
Heads up, you must have a Crossbeam account to use Crossbeam for Slack. Register for Crossbeam here and invite your partners today.
Using the Slack App for Crossbeam
Search for a Company
/crossbeam followed by a company name to display a list of results that include the Company name, your partners they overlap with, and a link to view the record in Crossbeam.
Search results are only visible to you, even if you search within a public channel. Want to share the wealth? Be sure that you are in a Slack Connect channel and click "Share in Channel".
Search for a Person
To search for a person, enter
/crossbeam people Jane Doe. You must include "people" in order to search for a specific contact.
😎 Need a little extra help? Enter
/crossbeam help for assistance
If you are using Crossbeam in a Slack Connect channel, clicking "View in Crossbeam" will take you and your partner to your own version of the account in your own Crossbeam account.
Set up Notifications on your Reports within Crossbeam to receive updates when new overlaps occur!
Notifications to specific Slack channels can be configured per Report by setting up Report Notifications. Click the bell next to your Report to add a channel!
✍️ You can send notifications to public or private channels (including Slack Connect channels), or route them directly to sales reps with Slack Mentions.
In order to receive notifications in a private channel, you must invite the Crossbeam app into the private channel first. This applies to Slack Connect channels as well!
To mention your sales reps in report notifications for public or private Slack channels, make sure to include the following:
“Account Executive Email” and “Account Executive Name” data in your population(s)
“Account Executive Name” and “Account Executive Email” are configured as columns in your report
To mention your sales rep and a partner’s sales rep in report notifications for a public or private Slack Connect channel, ensure that the following information is in place:
Your partner is sharing data for their population with you
Your partner has included fields “Account Executive Email” and “Account Executive Name” in the data they are sharing with you
Click "Configure Columns" to add your Account Executive Name and Account Executive Email and your Partner's Account Executive Name and Account Executive Email as columns in your report
If the account executive isn't in the Slack or Slack Connect channel, they won't get alerted — but they'll still get mentioned so other members in the channel can easily add them.
If you include the Account Executive Name in your reports and populations, but not the Account Executive Email, the notification will only display the account executive’s name.
Can I have more than one Crossbeam account connected to Slack?
Currently, no. You can only have one Crossbeam account connected to Slack. It will be the one that you are in when you authorize Slack. Connecting Slack in a second organization will remove the Slack connection from your first organization.
Can I send notifications to private channels?
Yes, as long as you have invited the Crossbeam app into the private channel. This applies to Slack Connect channels as well.