In this article:
How to Install the Crossbeam Slack App
In your Crossbeam account, click the Data icon, and select Integrations from the side panel.
Overview
Account Mapping
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.
Take Action
Seize new shared opportunities as soon as they emerge. Notify and mention Account Owners 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.
Collaborate
Activate and accelerate co-marketing motions with partners. Use Crossbeam insights in Slack to easily collaborate on partner marketing activities throughout the customer journey.
❗️Important
You must have a Crossbeam account to use Crossbeam for Slack. To further explore the pricing plan options, click here.
How to Use the Slack App
Search for a Company
Type /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.
😎 Pro Tip
For extra help, enter /crossbeam help for assistance in Slack.
Slack Connect
If you are using Crossbeam in a Slack Connect channel, click View in Crossbeam. This will redirect you to your Crossbeam account.
Report Notifications
✍️ Note
Report Notifications are available on the Connector Plan and Supernode Plan. To upgrade your account, visit the Plan & Billing page.
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!
✍️ Note
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 Owner Email and Account Owner Name data in your Population(s)
Account Owner Name and Account Owner Email are configured as columns in your report
✍️ Note
If the Account Owner 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 Owner Name in your reports and populations, but not the Account Owner Email, the notification will only display the Account Owner's name.
FAQ
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.
Crossbeam's privacy policy can be found here.