Use Crossbeam and Klaviyo together in your AI tools

Pipeline generation

Build a marketing audience from partner-sourced prospects

Crossbeam finds the prospects that overlap a partner's customer list, segment by segment. Klaviyo checks which of those contacts already exist as profiles and creates profiles for the ones you are missing, so the audience is ready before the campaign is.

Example prompt

"Pull our prospects that are [Partner] customers from Crossbeam, check which contacts already exist as Klaviyo profiles, and create profiles for the rest."

Account intelligence

Match your most engaged segments to partner coverage

Klaviyo lists the profiles inside any segment or list, like your most engaged subscribers. Crossbeam reports which partners share those companies, ranked by partner score and win rate, so you know where engagement already has a partner behind it.

Example prompt

"List the profiles in our Klaviyo [segment] segment, then ask Crossbeam which partners share those companies and rank them by partner score."

Deal acceleration

Catch buyer engagement on an open deal and bring a partner in

Klaviyo's events and metric aggregates show how contacts at an open opportunity are engaging with your campaigns and flows. Crossbeam recommends partners on that deal, backed by signals like recent wins, long-term relationships, and contacts you are missing.

Example prompt

"Check Klaviyo events for how contacts at [Account] engaged with our last campaign, then ask Crossbeam which partners it recommends on that open opportunity."

Ecosystem building

Confirm a co-marketing push with campaign reports and attribution

Klaviyo's campaign and flow reports show how a co-marketing send performed. Crossbeam shows the same partner's overlap counts, open deals, win rate, and attributed revenue, so you can tell which partnerships deserve the next campaign.

Example prompt

"Get the Klaviyo campaign report for [campaign], then pull Crossbeam's partner context for [Partner] and compare attributed revenue and open deals."

Co-sell execution

Draft the joint campaign your shared customers should see

Crossbeam returns the customers you share with a partner and the partner-shared contacts at each, ranked by role signals like decision maker and economic buyer. Klaviyo creates the email template and the campaign that puts your joint story in front of them.

Example prompt

"Pull the customers we share with [Partner] from Crossbeam, then create a Klaviyo email template announcing our [integration] and set up a campaign for the [list] list."