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 support@crossbeam.com 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.

Prerequisites

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 only support two regions:

  • US West (Oregon): this region is the only one not included in snowflake URLs
  • US East (Ohio)

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: https://<account_name>.<region>.snowflakecomputing.com.

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.

Data Spec

You will receive an incoming data share in Snowflake called CROSSBEAM_OVERLAPS_<ORG-ID>_<RAND-IDENTIFIER>

When the data share is mounted you will see a CROSSBEAM schema with an OVERLAPS view, defined below:

OVERLAPS

Column

Data Type

Description

ENTITY_ID

VARCHAR

The CRM ID of the account/lead

ENTITY_TYPE

VARCHAR

One of account or lead

POPULATION_NAME

VARCHAR

The name of your population

PARTNER_NAME

VARCHAR

The partner organization name

PARTNER_POPULATION_NAME

VARCHAR

The name of the partner's population

PARTNER_AE_NAME

VARCHAR

The partner's AE name

PARTNER_AE_EMAIL

VARCHAR

The partner's AE email

PARTNER_AE_PHONE

VARCHAR

The partner's AE phone

MATCHED_AT

TIMESTAMP_TZ

The max creation timestamp of yours and your partner's record

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