Crossbeam

Matthew Schultheiss

Joy Rudnick

Lindsey O'Niell

Learn how to connect with your partners and share data on Crossbeam.

Partners and Data Sharing

Sync Partner Mentions from Gong Calls to boost attribution clarity in your Crossbeam account.

Gong Inbound Integration

See an accurate and complete rollup of your partner program's impact on your bottom line and report back to your Salesforce instance

Attribution for Salesforce Users

Attribution for HubSpot Users

Partnership Metrics

Attribution

How Discoverability Works in Crossbeam

Control how much data you share with your partner and when with multiple levels of sharing settings.

Data Sharing

Learn about setting sharing defaults for your populations- your first control in sharing the right amount of data with your partners.

Sharing Defaults for Populations

Customize your sharing settings with a specific partner to share more, or less data with your partners.

Sharing Settings for Partners

Select what data to share when one of your populations overlaps with a specific one of your partner's populations.

Per-Population Overrides

Share the data you and your partner need to collaborate by fulfilling a data share request from your partner.

Data Sharing Requests from Partners

Get the data you need without having to leave Crossbeam

Request Shared Data from your Partner

Categorize and filter partners for instant insights about your partner ecosystem.

Partner Tags

Learn how to extend an invitation to potential partners via the Crossbeam platform from your laptop or mobile device.

Invite a Partner to Crossbeam

Use Partnerbase to see who is already using the platform, and help onboard those that should be.

Find Your Partners Already On Crossbeam

Using your invite link to partner on Crossbeam

Invite Link

You've been invited, now it's just a few clicks until you're live with a new partner on Crossbeam.

Accept a Partner Invite

Explore your data overlaps with a specific partner and dive deeper into the data segments on Crossbeam.

My Partners Detail Page

Add a button to your partner page to help get more of your partners on Crossbeam.

Customize Crossbeam Invite Link

Create a Sub-Account to manage partners who are not on Crossbeam but have sent you a list of accounts.

Create a Sub-Account

How to remove a partnership from your Crossbeam account.

Delete a Partnership

Lauren Rosenfeld

Matt Nicosia

Partnerships

Crossbeam Academy

Partnerbase

Supernode 2024

Find answers and get help from Intercom Support and Community Experts

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