Crossbeam automatically syncs data from the most common systems of record about customers and sales prospects — including CRMs, data warehouses, Google Sheets, and CSV uploads.
Our most popular data sources include:
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Crossbeam users can push insights back into the systems where they already work.
Surface partner data directly in your Salesforce UI to put intelligence in the hands of your sellers without requiring them to log into a new platform. In just a few clicks, Crossbeam for Salesforce will integrate with your Crossbeam account — including your partners, populations, and account mapping results.
Commonly used for Account Mapping exercises in which sales reps need to track account ownership across company lines.
Crossbeam can store account mapping results and partner data inside custom objects in your Salesforce instance. Data is then kept up-to-date automatically.
With this feature enabled, you can use Crossbeam data in your Salesforce reports and workflows.
Receive customizable alerts about new overlaps via DM or in a Slack Connect channel of your choice, plus search for companies, people, and matches using the handy
/crossbeam slash Slack command.
You can also bring Crossbeam data into your Slack Connect channels to easily collaborate with partners and act on shared opportunities when it matters most.
Get notified instantly when the website you are browsing has an overlap in your Crossbeam account. Install for your AEs and they'll be able to navigate to the right Crossbeam record or start a new Thread with a single click.
Our REST API allows enterprise customers to programmatically retrieve data and insights from Crossbeam for use in their own systems.
Contact support for access to our API documentation.
Want to request a data destination?