Use Crossbeam and Fivetran together in your AI tools

Account intelligence

Get the partner and warehouse view of any account

Crossbeam ranks the partners on the account by partner score, win rate, and attributed revenue, and shows recent partner deals opened or closed won there. Fivetran runs an AISQL query on your context layer to return the revenue and usage your warehouse holds on that account.

Example prompt

"Rank the partners on [Account] by partner score in Crossbeam, then query our context layer for [Account]'s revenue and product usage this year."

Pipeline generation

Build a target list your own metrics back up

Crossbeam finds the prospects you share with a partner, filtered by segment: customers, open opportunities, prospects. Fivetran ranks that list with AISQL against the fit and usage tables in your warehouse catalog, so reps start where your own numbers point.

Example prompt

"Pull our prospects that are [Partner] customers from Crossbeam, then rank them by [metric] from the tables in our warehouse catalog."

Deal acceleration

Catch a usage drop and bring the right partner in

Fivetran queries your warehouse for open deals where usage has slipped, using the metric definitions in your context layer. Crossbeam recommends partners on those accounts backed by signals like recent wins, long-term relationships, and missing contacts.

Example prompt

"Query our context layer for open opportunities where [usage metric] fell this quarter, then ask Crossbeam which partners have recent wins at those accounts."

Ecosystem building

Confirm partner impact with certified metrics

Crossbeam reports each partner's overlap counts, open deals, win rate, and attributed revenue. Fivetran checks the same accounts against the business concepts and metrics your data team defined, so partner revenue claims match the numbers your company runs on.

Example prompt

"List our top 10 partners by attribution in Crossbeam, then compare their shared accounts against our [revenue metric] as defined in our context layer."

Co-sell execution

Prep a co-sell conversation with contacts and history

Crossbeam returns the partner-shared contacts at the account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Fivetran's source search pulls the account's recent history from connected systems like Salesforce and Zendesk to round out your side of the story.

Example prompt

"Before my co-sell call on [Account] with [Partner], pull the partner-shared contacts from Crossbeam and search our connected sources for recent activity on the account."