In this article:
Overview
The Slack App for Crossbeam lets you search for account overlaps on demand, @mention Account Owners when new overlaps appear, and collaborate with partners in Slack Connect channels.
Plan Availability
Feature | Free | Connector | Supernode |
/crossbeam command | ✓ | ✓ | ✓ |
List Notifications | — | ✓ | ✓ |
Partner owner fields (via Salesforce) | — | — | ✓ |
RevOps Note on Setup Time
The estimated setup time for this integration is 30 minutes. Please note that actual setup duration can vary based on your team’s configuration, customization needs, and overall account setup.
For a more accurate estimate or additional guidance, contact our Support team at support@crossbeam.com.
How to Install the Crossbeam Slack App
From the navigation menu, click on Data and select Integrations from the dropdown options
✍️ Note
You must have a Crossbeam account to use Crossbeam for Slack. You can only connect one Crossbeam account to Slack at a time. Authorizing Slack from a second organization removes the connection from your first.
Search for a Company or Person
Search for a Company
Type /crossbeam followed by a company name in any Slack channel. Results display:
The company name
Which of your partners overlap with that account
A link to view the full record in Crossbeam
The results are only visible to you, even in a public channel. To share results with your team, click the Share in Channel button.
Search for a Person
Enter /crossbeam people [First Last] to search for a specific contact. You must include people in the command for contact search to work.
😎 Pro Tip
Type /crossbeam help for a full list of available commands in Slack.
Understanding Slack Connect
If you use the /crossbeam Slack command in a Slack Connect channel, click the View in Crossbeam button to open the full overlap record in your Crossbeam
account.
Set Up List Notifications
List notifications alert your team in Slack when new overlaps appear on a list. Notifications can route to public channels, private channels, or Slack Connect channels.
To configure a Slack notification from a list:
Navigate to the List hub, click the bell icon directly in the list row, or open a saved list and click the Action button, then select notifications
Under Slack channel, pick a channel from the dropdown
If you have not connected to Slack, you will see a Connect to Slack button
✍️ Note
You can only select private channels that the Crossbeam app has been invited to. In the channel, type /invite, select Add apps to this channel, and choose Crossbeam. This applies to Slack Connect channels as well.
Configure @Mentions for Account Owners
To @mention your Account Owner in a list notification, confirm the following:
Your CRM Data Source includes Account Owner Name and Account Owner Email
Your CSV or Google Sheet Data Source maps the Account Owner Email column
Your List includes both Account Owner Name and Account Owner Email as columns
✍️ Note
If the Account Owner is not a member of the Slack channel, they won't receive an alert, but their name still appears in the notification so other members can add them.
If you include Account Owner Name but not Account Owner Email, the notification displays the name without an @mention.
Slack Connect Best Practices
Before routing notifications to a Slack Connect channel, confirm that all List overlaps are relevant to the partner(s) in that channel. Crossbeam will flag potential issues if you attempt to send notifications to a Slack Connect channel that includes an unknown organization, contains a partner not included in the List, or has multiple organizations in the channel.
Use Crossbeam in Slackbot
Connect Crossbeam in Slackbot to ask questions abour partner coverage and partner-shared context on your accounts in plain language, right in Slack. Slackbot picks the right Crossbeam tool, runs it using your Crossbeam permissions, and answers in the thread. It runs on the Crossbeam MCP Server, which is part of the Crossbeam Slack app.
For Admins
Slack admins
The Crossbeam Slack app includes the Crossbeam MCP server as an option to add to Slackbot. When you approve the app, Slack lets you approve or deny specific tools to be used by your team. See Slack’s admin approval documentation for more details.
For Users
Prerequisite: Your workspace must have the Crossbeam Slack app installed with the Crossbeam app approved in Slackbot.
Open a direct message with Slackbot
Click the Apps button in the message toolbar, then click Manage apps
Review the Crossbeam tools. All are read-only. For each tool, choose Block, Ask each time, or Always allow
4. Go back to the Apps menu and toggle Crossbeam on
5. Sign in with your Crossbeam credentials. Every request runs with your own Crossbeam org and role permissions.
Using Crossbeam in Slackbot
Ask your question in your Slackbot DM, or in a channel where Slackbot is active. When Slackbot decides a Crossbeam tool fits, it asks for permission (unless you set that tool to Always allow), then answers with your Crossbeam data.
Try prompts like:
Which partners overlap with [Account]?
Which partner can help me move my [Account] deal forward?
Post a summary of the partners on [Account] to this channel..
✍️ Note
The Crossbeam app in Slackbot is powered by Crossbeam's MCP Server, which leverages your organization’s Crossbeam Credits. See our Crossbeam Credits FAQ for more details.
Accessing Partner Owner Information
The Slack App surfaces your account data only; it does not display partner owner information.
Slack Feature | What It Shows | What It Does Not Show |
List Notifications | Your Account Owner (with optional @mention) | Partner's Account Owner |
/crossbeam command | Company name, overlapping partners, link to Crossbeam | Partner owner fields |
Partner owner fields—such as the partner AE name, CSM name, email, or phone number—are available through your CRM instead. (Supernode plan only) If your partner shares owner fields from their CRM into Crossbeam (e.g., Partner Record Owner Name, Partner Record Owner Email, Partner Record Owner Phone), you can surface them in:
Crossbeam Ecosystem Overlap reports in Salesforce
Related lists on Account or Opportunity layouts in Salesforce
To get partner owner visibility into your reps' workflow:
Ask your partners to share owner fields. Request that partners push fields like AE name, CSM name, email, and phone into Crossbeam from their CRM.
Push overlaps into Salesforce. Use the Crossbeam custom object to expose Partner Record Owner fields in Salesforce reports and related lists.
Build alerts on top of Salesforce data. Optionally, configure Salesforce- or Slack-based alerts that include partner owner context to notify reps when new overlaps appear.
✍️ Note
See Salesforce Reporting with Crossbeam's Custom Object and Set Up Crossbeam Ecosystem Overlap Alerts in Salesforce for more details.
FAQ
Can I connect more than one Crossbeam account to Slack?
No. Only one Crossbeam account can be connected to Slack at a time. Authorizing Slack from a second organization removes the connection from your first.
Can I send notifications to private channels?
Yes, as long as you have invited the Crossbeam app into the private channel first. In the channel, type /invite, select Add apps to this channel, and choose Crossbeam. This applies to Slack Connect channels as well.
How often will I receive notifications?
Notifications are delivered every four hours via Slack.
Crossbeam's privacy policy can be found here.