Use Crossbeam and incident.io together in your AI tools

Account intelligence

Check incident history before a partner conversation

Crossbeam shows which partners share the account, ranked by partner score, plus recent partner deals opened or closed won there. incident.io returns the incidents that mention that account, with full details, status update history, and post-mortems.

Example prompt

"Which partners share [Account] in Crossbeam, and what incidents mentioning [Account] does incident.io show from the last quarter?"

Co-sell execution

Prep a co-sell call with contacts and open follow-ups

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. incident.io lists the post-incident follow-ups still open on incidents that touched the account, so nothing surprises you on the call.

Example prompt

"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and list any open follow-ups in incident.io on incidents mentioning [Account]."

Deal acceleration

Find recent incidents on open deals and engage the right partner

incident.io searches recent incidents and shows which are still active or waiting on follow-ups. Crossbeam recommends partners on those open opportunities, backed by signals like recent wins and long-term relationships, so you bring help instead of a cold ask.

Example prompt

"Search incident.io for incidents from the past two weeks that mention my open opportunities, then ask Crossbeam which partners have recent wins at those accounts."

Deal acceleration

Confirm an account is stable before looping a partner in

incident.io shows whether any incidents mentioning the account are still open, with the latest status updates. Crossbeam shows what you share with that partner about the account and whether the partnership is active, so the outreach lands clean on both sides.

Example prompt

"Check incident.io for open incidents mentioning [Account], then confirm in Crossbeam what we share with [Partner] on that account."

Ecosystem building

Match your heaviest incident workload to the partners who share those accounts

incident.io aggregates incident counts and workload across 10+ dimensions, so you can see where operational load concentrates. Crossbeam shows which partners share the customer accounts behind that load, with overlap counts and partner scores, so you know who to bring into the conversation.

Example prompt

"Pull incident stats from incident.io for this quarter, then ask Crossbeam which partners share the customer accounts named in the largest incidents."