Use Crossbeam and Atlassian together in your AI tools

Run your first AI workflow across both tools

Start with a prompt that brings Crossbeam and Atlassian into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Atlassian brings the tools your team already runs on: Jira work items you can create and update, Confluence pages you can draft and search.

Account intelligence

Match partner signals with the account docs your team keeps

Crossbeam shows which partners share the account, ranked by partner score, plus recent partner deals opened or closed won there. Atlassian searches Confluence with CQL to pull the account plans, meeting notes, and pages your team has already written.

Example prompt

"Which partners share [Account] in Crossbeam, and what Confluence pages do we have about [Account] in [Space]?"

Co-sell execution

Draft a co-sell plan page from ranked partner contacts

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Atlassian creates the Confluence page, so the co-sell plan lands where your team will actually read it.

Example prompt

"Pull the partner-shared contacts for [Account] from Crossbeam and create a Confluence page in [Space] with a co-sell plan for [Partner]."

Deal acceleration

Turn partner recommendations into Jira work items

Crossbeam recommends partners on your open deal, backed by signals like recent wins, long-term relationships, and missing contacts. Atlassian creates a Jira work item for each follow-up, assigned and ready to transition through your workflow.

Example prompt

"Ask Crossbeam which partners it recommends on my open deal at [Account], then create a Jira work item in [Project] to engage each one."

Pipeline generation

Build a partner-sourced target list and track it in Jira

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Atlassian logs each target as a Jira work item, so outreach gets an owner, a status, and a place in the board your team already checks.

Example prompt

"Find our prospects that are [Partner] customers in Crossbeam and create Jira work items in [Project] to track outreach for the top ten."

Ecosystem building

Publish a partner review backed by real deal numbers

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. Atlassian drafts the quarterly review as a Confluence page and updates it next quarter, so the partner story lives beside the rest of your team's docs.

Example prompt

"Get [Partner]'s overlap counts, win rate, and attribution from Crossbeam, then draft our quarterly partner review as a Confluence page in [Space]."