Use Crossbeam and Notion together in your AI tools

Co-sell execution

Draft an account plan from live partner coverage

Crossbeam returns the partners who share the account, ranked by partner score, plus partner-shared contacts ranked by role signals like decision maker and economic buyer. Notion creates the account plan as a new page in the right teamspace, properties and content included.

Example prompt

"Pull the partners who share [Account] from Crossbeam, ranked by partner score, with their shared contacts, and create an account plan page in our [Teamspace]."

Account intelligence

Refresh QBR docs with the latest partner deal activity

Crossbeam reports recent ecosystem activity: partner deals opened, closed won, and greenfield accounts not yet in your CRM. Notion finds the QBR page by search and updates its content in place, so the doc your team reviews matches this quarter's reality.

Example prompt

"Get recent partner deal activity for [Partner] from Crossbeam, then find our [Quarter] QBR page in Notion and update the partner section with it."

Pipeline generation

Build a target-account database from partner overlaps

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Notion creates a database with the properties and view your team needs, one row per account, ready to be worked.

Example prompt

"Find our prospects that are [Partner] customers in Crossbeam and create a Notion database under [Page] with one row per account and a table view sorted by account name."

Deal acceleration

Log partner recommendations right on the deal page

Crossbeam recommends partners on an open opportunity, backed by signals like recent wins, long-term relationships, and missing contacts. Notion adds those recommendations as a comment on the deal page, so the next rep who opens it sees them in the discussion.

Example prompt

"Ask Crossbeam which partners it recommends on our open opportunity with [Account], then add a comment with the top two and their signals to that account's page in Notion."

Ecosystem building

Confirm your partner playbooks match real performance

Crossbeam gives each partner's current numbers: overlap counts, open deals, win rate, and attributed revenue. Notion searches your workspace for the partner playbook and updates it, so the play your team runs reflects how the partnership actually performs.

Example prompt

"Pull [Partner]'s overlap counts, win rate, and attributed revenue from Crossbeam, then find our [Partner] playbook page in Notion and update its performance section."