Use Crossbeam and OneTrust together in your AI tools

Run your first AI workflow across both tools

Start with a prompt that brings Crossbeam and OneTrust into the same conversation. Crossbeam brings the full partner picture: overlaps, performance, deal activity. OneTrust brings its Developer Portal: documentation search and code generation assistance across its consent, assessment, and data governance APIs.

Account intelligence

Research the account and the privacy APIs behind the joint story

Crossbeam ranks the partners on any shared account by partner score, win rate, and attributed revenue, with recent partner deals opened or closed won there. OneTrust's documentation search answers what its consent and assessment APIs actually support before you position the joint solution.

Example prompt

"Which partners share [Account] in Crossbeam, and what do OneTrust's docs say about exporting consent records through its API?"

Co-sell execution

Prep a co-sell call with the right contacts and sourced API answers

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, technical buyer, and executive sponsor. OneTrust's documentation search preps you for the technical questions a privacy team will ask: assessments, attachments, consent reporting.

Example prompt

"Before my co-sell call on [Account] with OneTrust, pull the partner-shared contacts from Crossbeam and summarize how OneTrust's assessment APIs work."

Deal acceleration

Clear a compliance question that is stalling a shared deal

Crossbeam recommends partners on an open opportunity, backed by signals like recent wins and long-term relationships. When OneTrust is that partner, its documentation search gives you a sourced answer to the buyer's privacy integration question in the same conversation.

Example prompt

"Ask Crossbeam which partners have recent wins at [Account], then check OneTrust's docs for whether its consent APIs support [requirement]."

Pipeline generation

Find shared prospects and scope the integration pitch

Crossbeam finds the prospects you share with OneTrust, filtered by segment: customers, open opportunities, prospects. OneTrust's documentation search and code generation assistance help you scope what a joint integration would look like before the first outreach.

Example prompt

"Pull our prospects that overlap with OneTrust in Crossbeam, then use OneTrust's docs to outline how a [use case] integration would work."

Ecosystem building

Check the partnership's numbers and its technical depth

Crossbeam reports OneTrust's overlap counts, open deals, win rate, and attribution, so you can see what the partnership returns today. OneTrust's documentation search shows the API surface available for a deeper technical integration, from consent to data governance.

Example prompt

"Show me our partner context for OneTrust in Crossbeam, then search OneTrust's docs for APIs we could build a deeper integration on."