Crossbeam

Crossbeam is a collaborative data platform that helps companies build more valuable partnerships.

What is Crossbeam?

Everything you need to get up and running on Crossbeam in no time.

Getting Started with Crossbeam: Onboarding Guide

This article simplifies key terminology used in Crossbeam and explains its relevance in utilizing the platform.

Glossary of Key Terminology in Crossbeam

Crossbeam Navigation Bar Update

How to access everything Crossbeam has to offer.

How to Navigate Crossbeam

Explore Crossbeam enablement options, from live trainings to on demand resources.

Crossbeam Enablement Catalog

How to Sign-Up for a Crossbeam Account

Ask AI Chat questions and get instant, personalized answers based on your ecosystem, CRM, and Crossbeam playbooks.

Crossbeam AI Chat

Crossbeam Enablement Pathways

Explore Connector enablement options designed to help your team get the most out of Crossbeam.

Crossbeam Connector Enablement Catalog

How to Request a Connector Free Trial

Lindsey DeFalco

Joy Rudnick

Just the basics. This collection of articles contains info on the Crossbeam platform and how to navigate our user interface. 

Getting Started

Crossbeam Academy

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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