Crossbeam+HubSpot

Bring Crossbeam and HubSpot together in your AI tools

Crossbeam surfaces which partners are close to an account and how strong that relationship is. HubSpot writes it straight into the record, no retyping, no separate tab.

Learn moreTalk to our team

Run your first AI workflow across both tools

Start with a prompt that brings Crossbeam and HubSpot into the same conversation.

Co-sell execution
CrossbeamPartner

Log a partner overlap straight into the deal

Crossbeam ranks which partners already have this account and how strong each relationship is. HubSpot finds the deal and logs a note naming the strongest partners.

Example prompt
"Which of our partners have [Account] in their data? Pull the partner score for each, then find the [Account] deal in HubSpot and log a note naming the two strongest partners."
Pipeline generation
CrossbeamPartner

Turn a greenfield signal into a CRM record

Crossbeam flags deals a partner just closed at a company that isn't in your CRM yet. HubSpot checks if it's really missing, then creates the company record with the partner attribution attached.

Example prompt
"Show me this week's greenfield signals from our ecosystem. For any company that isn't already in HubSpot, create a company record and note which partner closed them."
Deal acceleration
CrossbeamPartner

Surface ecosystem qualified leads from your pipeline

HubSpot pulls your open deals over a set size or close date. Crossbeam tells you which partners are active on the accounts with recommendations, so you know where a partner can actually help move things.

Example prompt
"Pull every HubSpot deal closing this quarter over $50k. For each, tell me which partners have that account and what Crossbeam recommends."
Account intelligence
CrossbeamPartner

Combine CRM history with ecosystem context before a call

Crossbeam shows account context and which partners overlap here. HubSpot adds the last few conversations and engagement history, so the brief covers both sides before you dial in.

Example prompt
"Brief me on [Account] before my call: Crossbeam account context and overlapping partners, plus the last three HubSpot conversations."
CrossbeamPartner

Example prompt

What each MCP server does before you pair them

Crossbeam

Crossbeam MCP

Your partner relationships and deal activity.

  • Every account a specific partner has a relationship with, and how strong it is
  • Whether a partner recently opened, closed, or won a deal on an account
  • Contacts a partner has shared, ranked by role: decision maker, economic buyer, executive sponsor, and more
  • Partners who fit your ecosystem based on shared accounts
  • Read-only: nothing here writes back to your CRM or to Crossbeam
HubSpot

HubSpot

MCP

Your CRM records, deals, and conversations, plus the ability to update them.

  • Search and fetch CRM records, deals, contacts, and tickets by filter or by ID
  • Create or update a CRM record, deal, or activity, limited to whatever the connected user can already do in HubSpot's UI
  • Conversation history and engagement records for a specific account
  • Campaign contacts, analytics, and revenue attribution by campaign

Works with your stack

Crossbeam plugs into the AI tools and GTM systems your team already runs: query it from any MCP client, or sync ecosystem data straight into your stack.

Claude

Get ecosystem signals and account intelligence right in your Claude conversations.

How to connect →
OpenAI

Mention @Crossbeam in any chat to pull ecosystem signals, account intelligence, and warm intro paths.

How to connect →
Glean

Bring ecosystem signals and partner context into your AI work assistant, right where your team searches.

How to connect →
Gemini

Bring Crossbeam ecosystem data into Gemini over MCP.

Perplexity

Answer account questions with Crossbeam data in Perplexity.

HubSpot

Enrich HubSpot records with partner overlap and signals.

Sync co-sell overlap onto your Salesforce accounts.

Crossbeam
Slack

Get partner and deal signals delivered in Slack.

Snowflake

Pipe Crossbeam ecosystem data into Snowflake.

Gong

Surface partner overlap, shared contacts, and deal activity alongside Gong call intelligence, so reps know who's already in their ecosystem.

How to connect →
n8n

Let your AI agents surface partner overlap, deal activity, and shared contacts, then reason and act on them.

How to connect →
Microsoft Copilot

Surface partner overlap, shared contacts, and deal activity alongside the data your team works with in Microsoft 365.

How to connect →
Cursor

Pull partner and account context into Cursor.

Mistral

Feed your partner ecosystem graph to Mistral agents.

Connect any MCP-compatible AI tool

Using another AI tool or custom solution that supports MCP connections? Our documentation walks through custom connector setup.

Read documentation →

Crossbeam MCP is currently in early access for customers on Supernode and Enterprise plans.

Talk to our team

Keep going

More on connecting Crossbeam to the AI tools and GTM systems your team already runs.

Crossbeam MCP overview

What the server exposes, which clients it runs in, and how to connect it.

Go to the MCP page

The AI-Powered Ecosystem Playbook

Real use cases and prompts for running ecosystem data through your agents.

Download

Browse our marketplace

See what else pairs with Crossbeam across the GTM stack.

Browse the marketplace

Frequently asked questions

Crossbeam MCP is in Limited Availability and is enabled by default for customers on Supernode and Enterprise plans. Connect it at mcp.crossbeam.com/mcp using OAuth with your Crossbeam credentials, and SAML SSO is supported. Not on one of those plans? Talk to our team.
There are native connectors for Claude, ChatGPT, and Glean, plus documented setups for Gong Agent Studio and custom connections like n8n, Microsoft Copilot, and LibreChat. Claude, ChatGPT, and Glean also support the partner tool's connector, so both servers run in one chat with no bridging work.
No. Crossbeam MCP is read-only: it reads ecosystem intelligence and returns it to your AI client. It can generate a shareable list link so you can jump into the UI, but no documented tool changes data in Crossbeam.
Use MCP when a person or an agent is asking questions in natural language and needs ecosystem context in the moment. Use the REST API for programmatic reads on your own schedule, and Webhooks when you want Crossbeam to push events to you as they happen. Most teams end up using more than one.
Your overlaps with one partner or across the whole ecosystem, a unified view of a single account with population membership and owner, partner health metrics like overlap counts, open deals, win rate and recency, ranked partner recommendations on an open opportunity, and recent ecosystem activity including partner deals opened, closed won, and greenfield signals. Access is scoped to your own Crossbeam permissions.
No. In supported clients it's a connector plus an OAuth login, with no code, no API keys, and no local install. The partner tool is added the same way, from your client's connector settings.
AI Chat lives inside Crossbeam and answers questions about your ecosystem there. MCP brings that same intelligence into the AI tool you already work in, alongside your other connectors. That's what makes pairings like this one possible in a single prompt.

Run Crossbeam and

HubSpot

in the same prompt

Talk to our teamDocumentation

Crossbeam MCP is currently in early access for customers on Supernode and Enterprise plans. Crossbeam is not affiliated with

HubSpot

. Product names are the property of their owners.