Use Crossbeam and AdRoll together in your AI tools

Run your first AI workflow across both tools

Start with a prompt that brings Crossbeam and AdRoll into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. AdRoll brings the campaign layer: retargeting and ad campaigns built on the audiences your partner data surfaces, always drafted before they launch.

Pipeline generation

Turn a partner's customer list into a retargeting campaign

Crossbeam finds the prospects you share with a partner, filtered to the accounts that are already that partner's customers. AdRoll turns that partner-sourced audience into a campaign, created as a draft your team reviews before it spends a dollar.

Example prompt

"Pull our prospects that are [Partner] customers from Crossbeam, then draft an AdRoll retargeting campaign for that audience."

Deal acceleration

Put ad coverage behind the deals partners can move

Crossbeam recommends partners on your open opportunities, backed by signals like recent wins, long-term relationships, and missing contacts. AdRoll shows what is already running in your account and drafts a campaign for the accounts with no coverage.

Example prompt

"Ask Crossbeam which partners have recent wins on my open opportunities, then check AdRoll for campaigns covering those accounts and draft one where nothing is running."

Ecosystem building

Reach the greenfield accounts partners are winning

Crossbeam surfaces partner greenfield deals: accounts your partners are closing that are not in your CRM, with contact context from the partner's side. AdRoll drafts the campaign that puts your brand in front of those accounts before your first touch.

Example prompt

"Show me [Partner]'s recent greenfield wins from Crossbeam and draft an AdRoll campaign to get in front of those accounts."

Account intelligence

Match ad budget to the partnerships that produce

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. AdRoll shows the campaigns in your account, so you can see whether ad budget is following the partnerships that actually produce.

Example prompt

"List our top partners by attribution in Crossbeam, then pull our current AdRoll campaigns and tell me which partner-sourced audiences have no coverage."

Co-sell execution

Back a co-sell push with air cover

Crossbeam surfaces the accounts a co-sell push covers: your overlapping open opportunities with the partner, plus recent partner deals opened there. AdRoll drafts the retargeting campaign that keeps your name in front of those accounts while reps and partners work them.

Example prompt

"Get our overlapping open opportunities with [Partner] from Crossbeam and draft an AdRoll campaign to run alongside the co-sell push, for my review."