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Snowflake Integration

Get your partner overlap and partner AE/rep info back into Snowflake.

Lindsey DeFalco avatar
Written by Lindsey DeFalco
Updated this week

In this article:

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.

โ—๏ธImportant

The initial Record Export when setting up an integration will also count towards the Record Export limit for your account.

Crossbeam Record Exports can be monitored here. Once you hit the Export Limit, Crossbeam insights will stop flowing into external tools.

Enabling Snowflake Push

On the Integrations page, locate the Snowflake tile and a turn on the Enable toggle, to enable pushing data back into Snowflake.


โœ๏ธ 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.


Manage Universal Integration Settings

From the left-side menu, click on the Data icon. From the side panel, select Integrations and open the Settings on the row for the Snowflake integration.

In the integration settings panel, you can:

  • Adjust Data Pushes

    • Toggle on or off to enable or disable data pushes for new partners or data populations as needed

  • Customize Data in Push

    • Click the arrow next to My Population to expand your available Populations

      • Select or deselect the Populations to be pushed into the integration

    • Click the arrow next to Partner Populations to expand and see the available Populations

  • Partner-Specific Settings

    • You can choose to apply these settings to all specific partners collectively or customize them individually for each partner, depending on your needs

  • Re-authorization

    • If there are any authorization changes or errors with the integration, click the Re-authorize button and follow the prompts to complete the process

After making your selections, click Save to confirm and apply your changes.


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 support four regions:

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

  • US East (Ohio)

  • US East (N. Virginia)

  • EU West (Ireland)

  • EU-Central (Frankfurt)

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 to 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 time the overlap was first visible in Crossbeam

PARTNER_DOMAIN

VARCHAR

Domain of partner org based on the website from registration

UPDATED_AT

TIMESTAMP_TZ

Last time the overlap record was updated in Snowflake

CREATED_AT

TIMESTAMP_TZ

When the overlap records were created in Snowflake

PARTNER_AE_TITLE

VARCHAR

The partner's AE title

PARTNER_RECORD_NAME

VARCHAR

The name of the partner record

PARTNER_RECORD_WEBSITE

VARCHAR

The website associated with the partner record

PARTNER_RECORD_TYPE

VARCHAR

The type of the partner record (e.g., organization, individual)

PARTNER_RECORD_COUNTRY

VARCHAR

The country associated with the partner record

PARTNER_RECORD_INDUSTRY

VARCHAR

The industry associated with the partner record

PARTNER_RECORD_EMPLOYEES

INTEGER

The number of employees at the partner's organization


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