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 a channel of your choice, plus search for companies and matches using the handy
/crossbeam Slack command.
You can also supercharge your shared Slack channels with your partners by automating alerts about shared leads and customers.
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?