Use Crossbeam and ActiveCampaign together in your AI tools

Run your first AI workflow across both tools

Start with a prompt that brings Crossbeam and ActiveCampaign into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. ActiveCampaign brings your marketing and CRM side: contacts, lists, campaigns, automations, and deals, with read and write access.

Pipeline generation

Turn a partner's customer list into a marketing audience

Crossbeam finds the prospects in your book that are already a partner's customers, segment by segment. ActiveCampaign can create or update those contacts and add them to the list your next campaign sends to.

Example prompt

"Pull our prospects that are [Partner] customers from Crossbeam, then add them as contacts to the [List] list in ActiveCampaign."

Account intelligence

Get the partner picture next to your marketing engagement

Crossbeam ranks the partners on any account by partner score, win rate, and attributed revenue. ActiveCampaign adds what your marketing already sees: the contacts you hold at that account and their opens and clicks across campaigns.

Example prompt

"Which partners share [Account] in Crossbeam, and what do our ActiveCampaign contacts at [Account] show for campaign opens and clicks?"

Co-sell execution

Match partner-shared contacts against your contact base

Crossbeam returns the partner-shared contacts at an account, ranked by role signals like decision maker, economic buyer, and executive sponsor. ActiveCampaign shows which of them already exist in your contact base, creates or updates the ones that are missing, and tags them for the push.

Example prompt

"Before the co-sell push on [Account] with [Partner], pull the partner-shared contacts from Crossbeam, check which exist in ActiveCampaign, and tag them [Tag]."

Deal acceleration

Bring a partner into the deals in your pipeline

ActiveCampaign lists the deals in your pipeline by stage, status, value, and owner. Crossbeam recommends partners on those open deals, backed by signals like recent wins, long-term relationships, and missing contacts.

Example prompt

"List our open ActiveCampaign deals in the [Stage] stage, then ask Crossbeam which partners it recommends on the [Account] opportunity."

Ecosystem building

Capture partner greenfield accounts in an automation

Crossbeam's ecosystem activity surfaces partner greenfield deals: accounts your partners are winning that are not in your CRM yet, with contact context from the partner's CRM. ActiveCampaign creates those contacts and adds them to the automation that nurtures new accounts.

Example prompt

"Show me recent partner greenfield deals from Crossbeam, then create the shared contacts in ActiveCampaign and add them to the [Automation] automation."