Crossbeam works with your data source to create lists of prospects, opportunities, and customers. Crossbeam supports most popular data sources including CRMs, data warehouses, Google Sheets, and CSVs. No matter the source of your data, you have total control over the data in Crossbeam.
Need a visual walkthrough? Check out the video below:
Add a Data Source
Click on Data from the navigation menu. Select Data Sources from the dropdown options. Locate your Data Source and click on the tile name.
❗️Important
No data is being shared at this point. This step is simply syncing your Data Source with Crossbeam. Later, you will be able to decide what to share (or not share) with your ecosystem.
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