Crossbeam

Source, influence, and convert more partnership pipeline by syncing Crossbeam insights with your team's tech stack.

Integrations Overview

Get your partner overlap and partner AE/rep info back into Snowflake.

Snowflake Integration

Learn more about using and implementing the Matillion Connector

Matillion

Leverage the Crossbeam REST API to extract partner overlap data and build ecosystem insights directly from Crossbeam.

REST API

Connect Slack and Crossbeam to enable real-time collaboration with your partners, all in Slack.

Slack App for Crossbeam

Create an SSO Exception User (non SSO User) to authenticate integrations.

SSO Exception User for OAuth Integrations with Crossbeam

The PartnerStack integration helps bridge the gap between account mapping and partnership relationship management.

PartnerStack Integration

Use partner data to create co-marketing campaigns in Adobe Marketo Engage

Adobe Marketo Engage Integration

HubSpot Custom Object Integration

Check out our step-by-step guide to maximize the use of partner intelligence right within Salesforce

Salesforce Reporting with Crossbeam's Custom Object

Start leveraging Crossbeam's overlap data in Salesforce Custom Object.

Salesforce Guide for Reports, Dashboards, & Automations Powered by Crossbeam

Set up New Crossbeam Overlap Alerts in Salesforce

Adobe Marketo Engage Installation and Configuration Guide

Installation details for our Salesforce Integration: Crossbeam Copilot and Crossbeam Ecosystem Overlaps custom object.

Installation Guide: Crossbeam for Salesforce (v2)

Universal Integration Settings

Ready-to-Use Salesforce Crossbeam Reports

Microsoft Dynamics Custom Object Integration

Clay + Crossbeam Integration

Create the Crossbeam 360 Dashboard in Salesforce

Installation details for our Salesforce Integration: Crossbeam Copilot and Crossbeam Overlap custom object.

Installation Guide: Crossbeam for Salesforce (v1)

How to Upgrade from the Crossbeam Legacy Salesforce Integration v1 to v2

Enhanced Ecosystem Reporting: “is a customer of” & “is an opportunity for” Fields in HubSpot

Enhanced Ecosystem Reporting: “is a customer of” & “is an opportunity for” Fields in Salesforce

How to Create a Crossbeam Report in HubSpot

Create the Crossbeam 360 Dashboard in HubSpot

Installation Guide: Crossbeam for Salesforce (Connector Plan)

Joy Rudnick

Gdaly Berlin

Bob Moore

Getting Crossbeam data in other tools has never been easier. 

Integrations and API

Find answers and get help from Intercom Support and Community Experts

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