In this article:

Have your CRM data in Snowflake? Skip integrating your CRM and use Snowflake Data Sharing to share data with Crossbeam's Snowflake account, allowing you to get your CRM data into Crossbeam, all via Snowflake.

✍️ Note

Before you click the Snowflake tile in Crossbeam, confirm that your Snowflake Shares have been created and configured in your Snowflake instance.
Your connection in Crossbeam will not complete successfully until these Shares are established.

Once your Shares are set up, return to your Crossbeam account and continue by selecting the Snowflake tile to connect.

From the left-side Navigation Menu, click on the Data icon. This will open the data sources workspace. Scroll down under Add a Data source, click the Snowflake tile.

This data source is available to all Crossbeam plans.

To get started, you'll need three pieces of information:

1. Your Snowflake account region

Currently, we support five regions:

✍️ Note

Please contact support@crossbeam.com if your account is in a different region, and we can work to add support for you.

2. Your Snowflake account locator

Account locator information can be found in the Account Information section of your Snowflake instance:

3. Your Snowflake data share name

Crossbeam will provide you with a data share name to use in Snowflake.

It will be in the format of crossbeam_share_{123} where 123 will be a unique number to your organization.

You will enter this in the Shares tab in Snowflake.

Once your Snowflake connection is set up, you can manage it from the Data Source workspace. Locate the Snowflake row, click the Settings icon, and select Field Sync >Edit.

In the settings, you can:

✍️Note

Update frequency is not configurable for Snowflake. Contact Crossbeam if you'd like to change the frequency of updates.

In Snowflake, your shared database must contain a set of required tables and fields under a _CROSSBEAM schema.

We expect the following tables and fields to be shared with a share called CROSSBEAM_SHARE_{ID} (this ID is provided in the Crossbeam UI on the data source page when connecting Snowflake as a data source - see above).

Access the Shares tab in Snowflake Classic UI by navigating to https://<organization>-<name>.snowflakecomputing.com/console#/shares.

To create a share in the Snowsight UI, use the Private Sharing tab, click the Share button in the top right and create a Direct Share.

a) Secure Share Identifier should be the name Crossbeam provides on the data sources page when you click the Snowflake tile.

b) Add accounts in your region by name should be the Account Locator we provide in the help doc

❗️Important

Capitalization counts here- be sure that _CROSSBEAM is in ALL CAPS.

Next, you'll need to add Crossbeam as a Consumer using the Account Locator associated with your region.

Account Locators:

✍️ Note

You don't need all the following tables for the integration to work.

❗️Important

To support Account Owners in Crossbeam, you must include the user table specified below.

The fields marked as required need to exist in order for Crossbeam to properly integrate. The fields not marked as required can be skipped, but are recommended.
​You can also include additional fields if there is any other data that you would like to be able to filter on or share with partners in Crossbeam.

Important Note on ID Fields

The ID field in your connected Snowflake instance is Crossbeam's primary key. It must remain static and uniquely identify a record in your Snowflake instance—changing it will create duplicate records in our system. If you need to modify an existing record, ensure that the ID field remains unchanged to avoid data inconsistencies.