Crossbeam works where you work.

We pull data from the systems you already use and push results where you need them most.

Data Sources

Crossbeam automatically syncs data from the most common systems of record about customers and sales prospects — including CRMs, data warehouses, Google Sheets, and CSV uploads.

Our most popular data sources include:

Data Destinations

Crossbeam users can push insights back into the systems where they already work.

Salesforce App

Surface partner data directly in your Salesforce UI to put intelligence in the hands of your sellers without requiring them to log into a new platform. In just a few clicks, Crossbeam for Salesforce will integrate with your Crossbeam account — including your partners, populations, and account mapping results.

Commonly used for Account Mapping exercises in which sales reps need to track account ownership across company lines.

Salesforce Custom Objects

Crossbeam can store account mapping results and partner data inside custom objects in your Salesforce instance. Data is then kept up-to-date automatically.

With this feature enabled, you can use Crossbeam data in your Salesforce reports and workflows.

Crossbeam for Slack

Receive customizable alerts about new overlaps via DM or in a Slack Connect channel of your choice, plus search for companies, people, and matches using the handy /crossbeam slash Slack command.

You can also bring Crossbeam data into your Slack Connect channels to easily collaborate with partners and act on shared opportunities when it matters most.

Chrome Extension

Get notified instantly when the website you are browsing has an overlap in your Crossbeam account. Install for your AEs and they’ll be able to navigate to the right Crossbeam record or start a new Thread with a single click.

REST API

Our REST API allows enterprise customers to programmatically retrieve data and insights from Crossbeam for use in their own systems.

Get a sense of what’s possible

Integration Marketplace

See when your accounts overlap with your partners’ sales pipelines and customer lists directly in Salesforce. Then use our Custom Overlaps object to send data directly into Salesforce for advanced reporting, workflows, lead routing, and more.

See when your accounts overlap with your partners’ sales pipelines and customer lists directly in Salesforce. Then use our Custom Overlaps object to send data directly into Salesforce for advanced reporting, workflows, lead routing, and more.

Use our native Snowflake integration to push and access your Crossbeam data directly from your data warehouse. From there, infuse partner insights into the tools and systems your company already uses to do their jobs and measure success.

Integrate partner insights within your ABM strategy for improved account targeting, personalized advertising, and co-marketing campaigns.

Operationalize your partner insights right from Snowflake, Databricks, Redshift, Synapse, or BigQuery platform. Then activate and analyze your partner data to measure and attribute performance.

Create new zaps to automate and activate your Crossbeam partner data. Use signals in Crossbeam to trigger boundless automated workflows across your favorite systems, tools, and processes.

Enrich sales outreach with the Conversica and Crossbeam connector. Partnership teams can now push partner data into Conversica’s AI assistance to automate outreach to overlapping accounts identified by Crossbeam.

See all data sources and destinations within our integration marketplace:

Join Crossbeam

Do unlimited account mapping with your entire partner ecosystem for free. Get up-and-running in minutes.