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.
❗️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.
✍️ 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 |
| The CRM ID of the account/lead |
ENTITY_TYPE |
| One of |
POPULATION_NAME |
| The name of your population |
PARTNER_NAME |
| The partner organization name |
PARTNER_POPULATION_NAME |
| The name of the partner's population |
PARTNER_AE_NAME |
| The partner's AE name |
PARTNER_AE_EMAIL |
| The partner's AE email |
PARTNER_AE_PHONE |
| The partner's AE phone |
MATCHED_AT |
| 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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