Crossbeam+Apollo

Bring Crossbeam and Apollo together in your AI tools

Crossbeam surfaces the partner relationship: shared accounts, deal activity across your ecosystem, and greenfield signals no one's touched yet. Apollo fills in the contacts, enrichment, and outreach to act on it. One prompt, not two tools.

Learn moreTalk to our team

Run your first AI workflow across both tools

Start with a prompt that brings Crossbeam and Apollo into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. Apollo brings the contacts, enrichment, and sequencing to act on it.

Pipeline generation
CrossbeamPartner

Find the right buyer at a partner-warm account

Crossbeam ranks the accounts you share with a partner by overlap strength and recent deal activity. Apollo finds the VP Sales and RevOps contacts there and gets them into a verified list, ready to work.

Example prompt
"Pull the accounts we share with [Partner] where they're a customer and we're not. Find the VP Sales and RevOps contacts at the top 20 and save them to a new Apollo list."
Pipeline generation
CrossbeamPartner

Move a greenfield signal into a reviewed sequence

Crossbeam flags greenfield activity: a partner just closed a deal at a company that isn't in your CRM yet. Apollo enriches the company and finds the right contacts, then holds the sequence for your review before anything sends.

Example prompt
"Show me this week's greenfield signals. Enrich each company in Apollo, find the two most relevant contacts, and draft a sequence, but show me the sequence and contact list before enrolling anyone."
Deal acceleration
CrossbeamPartner

Match your open deals to the partners who can help

Apollo lists your open deals. Crossbeam checks which partners already have that account and what the recommendation engine suggests for each one.

Example prompt
"List my open Apollo deals. For each, tell me which partners have that account in Crossbeam and what the recommendation engine suggests."
Co-sell execution
CrossbeamPartner

Score a partner overlap list before the co-sell push

Crossbeam hands you the overlap accounts with population and ownership context already attached. Apollo enriches each one with firmographic and hiring-signal data, so you know which accounts are worth the ask before you make it.

Example prompt
"Take our overlap accounts with [Partner], enrich them in Apollo, and flag any that are hiring for roles that signal a buying cycle."
Ecosystem building
CrossbeamPartner

Recruit a partner Crossbeam recommends

Crossbeam surfaces companies you don't partner with yet but should, based on ecosystem fit. Apollo finds the head of partnerships there and gets a task on your calendar to follow up.

Example prompt
"Show me Crossbeam's suggested partners. For the top five, find the head of partnerships in Apollo and create a task for me to reach out."

What each MCP server does before you pair them

Crossbeam

Crossbeam MCP

Your partner relationships and deal activity.

  • Every account a specific partner has a relationship with, and how strong it is
  • Whether a partner recently opened, closed, or won a deal on an account
  • Contacts a partner has shared, ranked by role: decision maker, economic buyer, executive sponsor, and more
  • Partners who fit your ecosystem based on shared accounts
  • Read-only: nothing here writes back to your CRM or to Crossbeam
Apollo

Apollo

MCP

Your contact database, enrichment, and outreach engine.

  • Search and enrich people and companies: verified emails, current title, employment status, firmographics, hiring signals
  • Save contacts and accounts to Apollo, and add them to lists
  • Build, review, and launch sequences, with approval gates before anything sends
  • Search and view your Apollo deals and pipeline
  • Search calls and conversations, including AI-generated insights when available

Works with your stack

Crossbeam plugs into the AI tools and GTM systems your team already runs: query it from any MCP client, or sync ecosystem data straight into your stack.

Claude

Get ecosystem signals and account intelligence right in your Claude conversations.

How to connect →
OpenAI

Mention @Crossbeam in any chat to pull ecosystem signals, account intelligence, and warm intro paths.

How to connect →
Glean

Bring ecosystem signals and partner context into your AI work assistant, right where your team searches.

How to connect →
Gemini

Bring Crossbeam ecosystem data into Gemini over MCP.

Perplexity

Answer account questions with Crossbeam data in Perplexity.

HubSpot

Enrich HubSpot records with partner overlap and signals.

Sync co-sell overlap onto your Salesforce accounts.

Crossbeam
Slack

Get partner and deal signals delivered in Slack.

Snowflake

Pipe Crossbeam ecosystem data into Snowflake.

Gong

Surface partner overlap, shared contacts, and deal activity alongside Gong call intelligence, so reps know who's already in their ecosystem.

How to connect →
n8n

Let your AI agents surface partner overlap, deal activity, and shared contacts, then reason and act on them.

How to connect →
Microsoft Copilot

Surface partner overlap, shared contacts, and deal activity alongside the data your team works with in Microsoft 365.

How to connect →
Cursor

Pull partner and account context into Cursor.

Mistral

Feed your partner ecosystem graph to Mistral agents.

Connect any MCP-compatible AI tool

Using another AI tool or custom solution that supports MCP connections? Our documentation walks through custom connector setup.

Read documentation →

Crossbeam MCP is currently in early access for customers on Supernode and Enterprise plans.

Talk to our team

Keep going

More on connecting Crossbeam to the AI tools and GTM systems your team already runs.

Crossbeam MCP overview

What the server exposes, which clients it runs in, and how to connect it.

Go to the MCP page

The AI-Powered Ecosystem Playbook

Real use cases and prompts for running ecosystem data through your agents.

Download

Browse our marketplace

See what else pairs with Crossbeam across the GTM stack.

Browse the marketplace

Frequently asked questions

Crossbeam MCP is in Limited Availability and is enabled by default for customers on Supernode and Enterprise plans. Connect it at mcp.crossbeam.com/mcp using OAuth with your Crossbeam credentials, and SAML SSO is supported. Not on one of those plans? Talk to our team.
There are native connectors for Claude, ChatGPT, and Glean, plus documented setups for Gong Agent Studio and custom connections like n8n, Microsoft Copilot, and LibreChat. Claude, ChatGPT, and Glean also support the partner tool's connector, so both servers run in one chat with no bridging work.
No. Crossbeam MCP is read-only: it reads ecosystem intelligence and returns it to your AI client. It can generate a shareable list link so you can jump into the UI, but no documented tool changes data in Crossbeam.
Use MCP when a person or an agent is asking questions in natural language and needs ecosystem context in the moment. Use the REST API for programmatic reads on your own schedule, and Webhooks when you want Crossbeam to push events to you as they happen. Most teams end up using more than one.
Your overlaps with one partner or across the whole ecosystem, a unified view of a single account with population membership and owner, partner health metrics like overlap counts, open deals, win rate and recency, ranked partner recommendations on an open opportunity, and recent ecosystem activity including partner deals opened, closed won, and greenfield signals. Access is scoped to your own Crossbeam permissions.
No. In supported clients it's a connector plus an OAuth login, with no code, no API keys, and no local install. The partner tool is added the same way, from your client's connector settings.
AI Chat lives inside Crossbeam and answers questions about your ecosystem there. MCP brings that same intelligence into the AI tool you already work in, alongside your other connectors. That's what makes pairings like this one possible in a single prompt.

Run Crossbeam and

Apollo

in the same prompt

Talk to our teamDocumentation

Crossbeam MCP is currently in early access for customers on Supernode and Enterprise plans. Crossbeam is not affiliated with

Apollo

. Product names are the property of their owners.