So you’ve landed a new partner account and identified mutual account overlaps. Great, but now what? Getting buy-in from stakeholders outside of partnerships can be tough, and the go-to-market cross-functional organization can be even tougher.
As part of Crossbeam's Marketplace, our Integrations help you get data that previously was only used for account mapping - routed and connected with your company's tech stack. This allows partnership teams to support Sales, Customer Success, Marketing, and more — impacting all stages of the partner lifecycle.
Easily connect with the tools you love most by visiting our Marketplace or your integrations page within Crossbeam.
Integrations Overview
Integration | Description | Use Case | Explorer Plan
| Connector Plan
Activate One: | Supernode Plan
Activate All: |
Slack | Look up records, get alerts on new overlaps, and collaborate with Partners in Slack.
View here | For partnership teams, sales, and broader go-to-market teams who want to collaborate where work happens. | ✅ | ✅ | ✅ |
Chrome Extension | Find and action valuable partner overlaps with Crossbeam for Chrome. | For sales teams who want to see matching partners on their accounts while prospecting in Chrome. | ✅ | ✅ | ✅ |
Medallia | Identify opportunities to drive integration adoption and collaborate with partners on mutual accounts. | For Customer Success teams who want to use partner data to identify up-sell and cross-sell opportunities and monitor customer health. |
| ✅ | ✅ |
HubSpot | Send partner data into HubSpot to to power co-marketing campaigns,trigger workflows, report on partner campaign performance and more.
View here | For partnership teams, sales, and marketers who want to source, influence, and convert more partnership pipeline. |
| ✅ | ✅ |
RollWorks | Integrate partner data within your ABM strategy for improved account targeting, prioritization, and advertising. | For marketers who want to enrich their Account Based Marketing systems with partner data. |
| ✅ | ✅ |
RingLead | Scale the impact of your partner program with automation. | For partnership and sales team who want to use partner data to optimize routing scenarios, scoring processes, and go-to-market strategies. |
| ✅ | ✅ |
ActiveCampaign | Add contact tags, number of overlaps, and automate task creation for your deal owners to get information on new overlaps. | For partner marketing professionals who want to automate co-marketing campaigns across the B2B, eCommerce, and B2C lifecycles. |
| ✅ | ✅ |
Torchlite | Pipe your partner data into Torchlite for centralized partner collaboration. | For partnership teams who want a single place to identify and act on new co-selling opportunities. |
| ✅ | ✅ |
PartnerPortal | Bulk register your leads in http://partnerportal.io/ using enriched partner data. | For partnership teams who want to conduct bulk deal registration and collaborate with partners. |
| ✅ | ✅ |
monday.com | Add partner ecosystem data into your monday.com boards. | For partnerships teams who want send partner data to monday.com Boards to create workflows and collaborate on partnership opportunities. |
| ✅ | ✅ |
Outreach
(Beta) | Keep leads flowing and deals moving by sending automated Outreach Tasks to your reps each time an account overlaps with a partner in Crossbeam. | For partnership and sales teams who want to work with partners to source new opportunities and get help on existing deals. |
| ✅ | ✅ |
Tableau (Beta) | Infuse partner data from Crossbeam into your company's performance dashboards and charts in Tableau. | For partnership teams who want to make partnerships a source of attributable revenue. |
| ✅ | ✅ |
Talend Stitch | Enrich your existing data warehouse with partner data for complete, clean, and uncompromised decisioning. | For partnership teams who want to arm broader organization with partner data. Push Crossbeam partner data into your data warehouse with the Talend Stitch ETL solution. |
|
| ✅ |
Snowflake | Create custom dashboards, run analytics, and augment your CRM data with partner overlap data from Crossbeam.
| The Crossbeam integration into Snowflake allows Crossbeam to push partner overlap data back into Snowflake. |
|
| ✅ |
Zapier | Trigger new automated workflows by connecting Crossbeam and Zapier.
| For busy partner professionals who want to get their partner data routed to new systems and automated workflows. |
|
| ✅ |
Workato | Bring Crossbeam partner data into the Workato automation solution to kickoff workflows at scale.
| For partners, sales, and marketing teams who want to leverage Workato's boundless connectors, routing partner data throughout the Partner and B2B lifecycle. |
|
| ✅ |
Matillion | Operationalize your partner insights right from your Snowflake, Databricks, Redshift, Synapse, or BigQuery platform. | For data scientists and business intelligence professionals. Leverage a direct who want to route their partner data into a warehouse via ETL solution. |
|
| ✅ |
Tray.io | Automate your partner processes with the Tray.io's low-code solution.
View here | For partnership teams who want to leverage an iPaaS solution, routing partner data into automated workflows. |
|
| ✅ |