In this article:
When viewing an account within HubSpot, the Crossbeam Copilot for HubSpot will show your Crossbeam data on overlaps, contacts, plays, and account highlights with a recommended play.
❗️Important
Crossbeam for Sales must be configured prior to completing this installation. To check your Crossbeam for Sales status, click the Co-Sell icon in Crossbeam. If you have not configured Crossbeam for Sales, you will be asked to approve the data connection while setting up the Crossbeam Copilot for HubSpot.
✍️ Note
Crossbeam Copilot for HubSpot are only available on the Connector plan and Supernode plan.
To upgrade your account, visit the Plan & Billing page.
How to Install Crossbeam Copilot for HubSpot
❗️Important
Users must have a Crossbeam Full Access seat and/or Sales seat.
Additionally, Crossbeam Users must have Crossbeam Admin role or Crossbeam for Sales Manager role to set up this integration.
The role must have permission access to Crossbeam Integrations. For more details, please read the User Roles and Permissions article here.
The Crossbeam User must also have the App Marketplace Access Permission Set in HubSpot before installing the Crossbeam Copilot for HubSpot Integration.
To set up HubSpot permission and install this app, contact your HubSpot Super Admin. Click here for the HubSpot Permissions Guide.
If a user is NOT using the Default View in HubSpot, Copilot will NOT be automatically added. Contact your HubSpot Super Admin to manually assign the Crossbeam tile under Record Customization in HubSpot settings.
In your Crossbeam account:
Click the Data icon and select Integrations from the side panel options
Locate the Crossbeam Copilot for HubSpot tile from the Integrations section
Click Install to start the process
Connect Crossbeam for Sales to HubSpot
In a new window, follow the prompts to complete the connection:
Choose an account from the options
Click Choose Account button
In the next screen, click confirm to continue
The last window will confirm the successful connection
When viewing a company in HubSpot, you will now find the Crossbeam Copilot for HubSpot on the right side of the screen.
If a user does not have a Sales seat, they will see the following view:
Click Request Access, an email will be sent to the admin with your request.
✍️Note
Learn more about managing user seats and roles in this article here.
Using the Crossbeam Copilot for HubSpot
Copilot is your companion while viewing accounts in HubSpot and is located on the right side of the screen when viewing an account in HubSpot. The Copilot will display a list of overlapping partners related to the account you are viewing.
Click the View All button to open a modal with all the Copilot tabs for Account, Partners, Contacts, and Plays.
Click Actions under Plays or Contacts to be redirected to the specific tabs in the modal.
Account Tab
The Account tab is the default landing page for Crossbeam Copilot. It provides key partner insights for the account you’re looking at and will even surface AI recommended plays for you to leverage based on contextual insight for your deal.
From the pop-up modal:
Click the Account tab to access account highlights and recommended plays
Click on Generate AI Playbook to quickly identify the best next steps
Click View Play Details to see more information on the plays
✍️ Note
Learn more about AI Recommended Plays in Copilot by clicking here.
Partners Tab
The Partners tab provides a high-level overview of the associated partners for the account you’re digging into. Ecosystem Intelligence signals are piped in to help sellers know which partners are the best ones to reach out to or prioritize for their deals.
From the pop-up modal:
Click the Partner tab to access a list of Partner contact information
Search for a partner or population by typing in the search bar
Filter by clicking on the All dropdown and select: All or Pick a Standard Population
Sort by clicking on the Default dropdown and select: Default or Partner Name A-Z or Z-A
Partner Impact is denoted by High Impact or Med Impact tags when connected to a partner
Click Message Partner, to start the conversation
✍️ Note
Partner Impact data is located within Crossbeam as a visual recommendation or value, based on partner metrics. For more insights into Partner Impact, click here.
Contacts Tab
The contact tab surfaces contacts partners are sharing that you might not have on your end. This list of contacts provides additional context based on the shared number of partners and partner activity to make them more appealing for you to reach out to. Ecosystem Intelligence signals are also piped into these contacts to help you know who the decision-maker might be, or who just recently had activity with your key partner.
From the pop-up modal:
Click the Contacts tab to access contacts
Enter contact name, email, or phone into the search bar
Filter by clicking on the Default dropdown menu, select the name order A-Z or Z-A
Click the LinkedIn quick link to be redirected to each contact's LinkedIn profile
Plays Tab
This tab provides relevant actions you can take depending on the partner status with the account and the additional data available.
From the pop-up modal:
Click the Plays tab
Click on Generate AI Playbook to quickly identify the best next steps
Click on View Play Details for next steps to run the recommended play
Select Play to see a list of actionable next steps
Select Risk & Conditions to view details about the Play, who it's best suited for, key conditions, and potential risks
Learn more about Copilot AI Recommended Plays in this article.
See how AI Recommended Plays can enhance your sales process and help you leverage your ecosystem to close deals faster.
Universal Copilot Settings in Crossbeam
To customize what Partner data is available in HubSpot, you will need to configure the Copilot settings in your Crossbeam account.
✍️ Important
Configuring the Universal Copilot settings will apply to all Crossbeam Copilots attached to your Crossbeam account. This includes Copilot for Chrome, Copilot for Salesforce, Copilot for Outreach, Copilot for HubSpot, and Copilot for Gong (also known as Gong Engage).
From the Integrations workspace in Crossbeam, locate the Crossbeam Copilot for HubSpot row, and click the Settings button to open a side drawer.
In the settings drawer, customize your data push by unchecking any of your data or your partner data you do not want pushed into the Crossbeam Copilot. Additionally, you can uncheck specific partners from the data push.
Click the Save button when you are done.
✍️ Note
Configuring Universal settings does not count towards your record export limits.
Reauthorize the Copilot Connection
From the Integrations workspace in Crossbeam, locate the Crossbeam Copilot for HubSpot row, click on the three dot to the right of the Setting button, and select Connection Details or click the Reauthorize button to open a side drawer.
In the modal, follow the prompts to complete the reauthorization process.
Copilot and Safari Web Browser
When using the Safari web browser, you may encounter issues with logging into Copilot.
To fix this, complete the following steps:
In Safari, open the settings from the menu bar by clicking on Safari
In the popup, click the Privacy icon
Unselect the box next to Prevent Cross-Site Tracking to disable it
Return to the login process in Copilot.
✍️ Note
If you do not have a Crossbeam User seat, you will not be able to access the tabs in Copilot. Click Request Access in the Crossbeam Copilot for HubSpot to learn more.
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