Crossbeam works where you work. We pull data from the systems you already use and push results where you need them most.
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Data Sources
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:
Data Destinations
Crossbeam users can push insights back into the systems where they already work.
Salesforce App
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.
Salesforce Custom Objects
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.
Crossbeam for Slack
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.
Chrome Extension
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.
» View on the Chrome Web Store
REST API
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.
See all data sources and destinations within our integration marketplace:
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