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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.
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 tabs for Account, Partners, Contacts, and Plays.
Account Tab
From the pop-up modal:
Click the Account tab to access account highlights and recommended plays
Click View Play Details to see more information on the plays
Partners Tab
From the pop-up modal:
Click the Partner tab to access a list of Partner contact information
Click View More to see Account info, Account Owners, and Open Opportunities
Contacts Tab
From the pop-up modal:
Click the Contacts tab to access contacts
Select a Contact to see details on the best contacts for their opportunities and to see Partner Connections.
Plays Tab
From the pop-up modal:
Click the Plays tab
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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