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:
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 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)
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 |
| 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 max creation timestamp of yours and your partner's record |