Use Crossbeam and Asana together in your AI tools

Co-sell execution

Create a co-sell project from live partner deal activity

Crossbeam reports recent ecosystem activity with a partner: deals opened, closed won, and greenfield accounts not yet in your CRM. Asana creates a project from it, with sections and a task per account, so the co-sell motion has owners and due dates from day one.

Example prompt

"Pull the partner deals opened with [Partner] this quarter from Crossbeam, then create an Asana project in [team] with a task per account assigned to [teammate]."

Pipeline generation

Build a target list and hand it out as assigned tasks

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Asana creates up to 50 tasks in one call, each with an assignee, due date, and custom fields, so the list becomes a workload instead of a spreadsheet.

Example prompt

"Find our prospects that are [Partner] customers in Crossbeam and create Asana tasks in [project] for the top 20, assigned to [rep] with due dates next week."

Deal acceleration

Catch overdue co-sell tasks and bring the right partner in

Asana returns the task list for your co-sell project, filtered by section, tag, or assignee, so you can spot what has slipped. Crossbeam recommends partners on those open opportunities, backed by signals like recent wins, long-term relationships, and missing contacts.

Example prompt

"Get the overdue tasks in our [co-sell project] from Asana, then ask Crossbeam which partners have recent wins or missing contacts at those accounts."

Account intelligence

Prep a partner sync with status reports and deal signals

Asana pulls the aggregated status overview for the projects and portfolios you run with a partner team. Crossbeam adds the partner overview: overlap counts, open deals, win rate, and attributed revenue, so the sync covers both the work and the number.

Example prompt

"Before my sync on [Partner], get the status overview for [portfolio] from Asana and pull the partner's overlap counts, open deals, and win rate from Crossbeam."

Ecosystem building

Draft a partner program status update backed by deal data

Crossbeam reports each partner's overlaps, open deals, and recent closed won activity across your ecosystem. Asana posts that summary as a status update on your partner program project or portfolio, where leadership already looks for it.

Example prompt

"Summarize this month's partner deals opened and closed won from Crossbeam, then post it as a status update on our [partner program portfolio] in Asana."