Our Snowflake integration allows Crossbeam to push partner overlap data back into Snowflake. Create custom dashboards, run analytics, and augment your CRM data with partner overlap data from Crossbeam.
Looking for our article about using Snowflake as a data source for Crossbeam? You can find it here.
Enabling Snowflake Push
Go to your integrations page and you'll see a tile for Snowflake and a toggle along the bottom to "Enable pushing data back into Snowflake".
Note: if you don't see an option to enable the Snowflake push, you may not have it included in your plan. Contact your CSM, sales rep, or firstname.lastname@example.org for help.
When snowflake push is enabled, all population overlaps (across all partners) will be pushed to your Snowflake account via a secure Data Share in Snowflake.
Before enabling the push, you must set up your Snowflake integration. Go to your integrations page and click "Set Up" next to Snowflake.
We'll need two things:
1. Your Snowflake account region. Currently we support three regions:
US West (Oregon): this region is the only one not included in snowflake URLs
US East (Ohio)
US East (N. Virginia)
Please let us know if your account is in a different region and we can work to add support for you.
2. Your Snowflake account name. Account name can be found in the url of your Snowflake instance:
Next, flip on the toggle for "Enable pushing data into Snowflake".
You're all set! Now, you will receive an incoming data share in Snowflake.
You will receive an incoming data share in Snowflake called
When the data share is mounted you will see a
CROSSBEAM schema with an
OVERLAPS view, defined below:
The CRM ID of the account/lead
The name of your population
The partner organization name
The name of the partner's population
The partner's AE name
The partner's AE email
The partner's AE phone
The max creation timestamp of yours and your partner's record