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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 over a month ago

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.

In this article:

❗️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.

Learn more about maximizing your record exports here.

Enabling Snowflake Push

On the 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 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 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 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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