Data Sources are how Crossbeam accesses your data for use in the platform
Are you more of a visual learner? We have you covered.
Video: What are Data Sources?
Your company must have at least one Data Source connected (or one Google Sheet or CSV uploaded) in order to use the platform
You are not sharing data by connecting a Data Source
Data Sources are typically SaaS tools that serve as the system of record about your sales pipeline and customer base (i.e. CRM systems)
With the exception of CSVs, Data Sources automatically update several times a day to keep your data current and accurate
Browse our library of Data Sources by following the link to your data source page located under your avatar in the platform.
If you don’t see your data source listed, please scroll to the Request a Data Source section and click “Upvote” for your choice. This helps our team prioritize which inbound data integrations to put on our future roadmap.
🎓 Sign in to the Crossbeam Academy to learn how to Connect a Data Source