Use Crossbeam and Shopify together in your AI tools

Account intelligence

Research a merchant account from its live storefront

Crossbeam shows which partners share the merchant, ranked by partner score, plus recent partner deals opened or closed won there. Shopify's Storefront MCP searches the store's live product catalog and answers questions about its policies, so you walk in knowing what they sell and how they operate.

Example prompt

"Which partners share [Merchant] in Crossbeam, and what does their Shopify storefront show for [product category] and their shipping policies?"

Pipeline generation

Build a merchant target list with storefront context

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Shopify searches each merchant's product catalog, so you can qualify which stores actually sell in the category your pitch targets.

Example prompt

"Pull our prospects that are [Partner] customers in Crossbeam, then search each merchant's Shopify storefront catalog for [product category] to shortlist the best fits."

Deal acceleration

Check shop policies and pick the right partner to engage

Crossbeam recommends partners on an open opportunity, backed by signals like recent wins, long-term relationships, and missing contacts. Shopify answers questions about the store's policies and FAQs, so you know how the merchant handles shipping, returns, and services before the joint conversation.

Example prompt

"Ask Crossbeam which partners have recent wins at [Merchant], then check the store's shipping and returns policies on their Shopify storefront."

Co-sell execution

Prep a co-sell call with contacts and catalog detail

Crossbeam returns the partner-shared contacts at the merchant, ranked by role signals like decision maker, economic buyer, and executive sponsor. Shopify adds full details for a single product, including its variants, so the conversation starts from what the merchant actually sells.

Example prompt

"Before my co-sell call on [Merchant] with [Partner], pull the partner-shared contacts from Crossbeam and get product details for their [product] from the Shopify storefront."

Ecosystem building

Find greenfield merchants and see what they sell

Crossbeam surfaces recent ecosystem activity, including partner greenfield deals at merchants not in your CRM. Shopify searches those stores' live catalogs, so you can size the fit before you add them to your list.

Example prompt

"Show me recent partner greenfield deals in Crossbeam, then search each merchant's Shopify storefront catalog to see whether they sell [product category]."