Use Crossbeam and Outreach together in your AI tools

Pipeline generation

Turn partner overlaps into sequenced prospects

Crossbeam finds the prospects on your list that are already a partner's customers, segment by segment. Outreach creates net-new prospect records and adds them to a sequence, so the overlap list becomes live engagement in the same conversation.

Example prompt

"Find our prospects that are [Partner] customers in Crossbeam, create any that are missing as prospects in Outreach, and add them to [sequence]."

Co-sell execution

Match partner-shared contacts to prospects and start engagement

Crossbeam returns the partner-shared contacts at an account, ranked by role signals like decision maker, economic buyer, and executive sponsor. Outreach searches for those people as prospects and adds them to the right sequence, without touching records that already exist.

Example prompt

"Pull the partner-shared contacts for [Account] from Crossbeam, check which ones exist as prospects in Outreach, and add the decision makers to [sequence]."

Deal acceleration

Prep a stalled deal with call transcripts and partner signals

Outreach retrieves the opportunity's stage, answers questions about the deal, and pulls Kaia meeting transcripts from recent calls. Crossbeam recommends partners on that open opportunity, backed by signals like recent wins, long-term relationships, and contacts you are missing.

Example prompt

"Get the stage and latest Kaia meeting transcript for [Opportunity] in Outreach, then ask Crossbeam which partners have recent wins at that account."

Account intelligence

Get the full engagement picture on a shared account

Crossbeam ranks the partners that share the account by partner score, win rate, and attributed revenue. Outreach answers questions about the account and shows sequence progress for its prospects, so you see partner strength and engagement side by side.

Example prompt

"Which partners share [Account] in Crossbeam, and what does Outreach show for sequence progress on our prospects there?"

Pipeline generation

Catch greenfield accounts and create the prospects to engage

Crossbeam's ecosystem activity surfaces partner greenfield deals: accounts your partners are winning that are not in your CRM, with contact context from the partner's side. Outreach creates the account and prospect records and adds the prospects to a sequence, all as new records by design.

Example prompt

"Show me recent partner greenfield deals from Crossbeam, then create accounts and prospects for the best fits in Outreach and add them to [sequence]."