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Get Crossbeam data where you work: directly in Gong. Your sales reps don't need to log in to Crossbeam to access partner data — instead, they can get the info they need on their Accounts, Leads, and Opportunities while working in Gong.
✍️ Note
To complete the following steps, you must be a Gong Admin. Learn more by visiting the Gong Help Center here.
Additionally, you must also have an Admin role in Crossbeam Core to set up the Gong integration.
Install Crossbeam Copilot for Gong
❗️Important
To have access to the Crossbeam Copilot for Gong, you must be on the Supernode plan.
To upgrade your account, visit the Plan & Billing page.
Setting up the Crossbeam Copilot for Gong follows the same process as the Gong Inbound Integration. For the detailed steps, click here.
Once you have installed the Gong Inbound Integration, return to the Integrations workspace in Crossbeam.
Universal Copilot Settings in Crossbeam
To customize what Partner data is available in Gong, 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 Gong 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 Gong 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 pop-up modal, follow the prompts to complete the reauthorization process.
Using Crossbeam Copilot for Gong
In a new window, login to Gong:
Navigate to the menu and click on the Engage icon
Scroll down and click on Accounts
On the Account page, click on Crossbeam to open Copilot
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.
Click the Account tab to access account highlights and AI Recommended Plays
Click on Generate AI Playbook to quickly identify the best next steps, reducing time to close
Click View Play Details to see more information on the recommended 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.
Click the Partner tab to access a list of Partner contact information
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.
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.
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.
Delete Integration
From the Integrations workspace in Crossbeam, locate the Crossbeam Copilot for Gong row. Click on the three dot to the right of the Setting button and select Delete Integration. In the pop-up modal, chose Cancel or Delete.
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.