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Crossbeam Integrations

Beta
Business Intelligence

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Integrate Salesforce with Crossbeam

Salesforce

CRM (Customer Relationship Management), Premium
Integrate HubSpot with Crossbeam

HubSpot

Marketing Automation
Integrate Gmail with Crossbeam

Gmail

Email, Google
Integrate Slack with Crossbeam

Slack

Team Chat
Integrate Copper with Crossbeam

Copper

CRM (Customer Relationship Management)
Integrate Microsoft Dynamics 365 CRM with Crossbeam

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft, Premium
Integrate Kiflo PRM with Crossbeam

Kiflo PRM

Beta, Sales & CRM
Integrate ActiveCampaign with Crossbeam

ActiveCampaign

Marketing Automation

Popular ways to use Crossbeam workflows

  • Locate Crossbeam records, retrieve partner overlaps and create Google Sheets spreadsheets for new records change in Salesforce

    premium
    • Salesforce logo
    • Google Sheets logo
    Salesforce + Crossbeam + Google Sheets
    More details
    1. When this happens

      Step 1: Updated Record

    2. Then do this

      Step 2: Record Search by ID

    3. Then do this

      Step 3: Partner Records Search by Record Type and ID

    4. Then do this

      Step 4: Create Spreadsheet

    Locate Crossbeam records, retrieve partner overlaps and create Google Sheets spreadsheets for new records change in Salesforce

    premium
    Locate Crossbeam records, retrieve partner overlaps and create Google Sheets spreadsheets for new records change in Salesforce
    • Salesforce logo
    • Google Sheets logo
    Salesforce + Crossbeam + Google Sheets
  • Create Google Sheets spreadsheets with Crossbeam overlaps from newly updated records in Salesforce Locate Crossbeam records, retrieve partner overlaps and send emails for new records change in Salesforce

    premium
    • Salesforce logo
    • Email by Zapier logo
    Salesforce + Crossbeam + Email by Zapier
    More details
    1. When this happens

      Step 1: Updated Field on Record

    2. Then do this

      Step 2: Record Search by ID

    3. Then do this

      Step 3: Partner Records Search by Record Type and ID

    4. Then do this

      Step 4: Send Outbound Email

    Create Google Sheets spreadsheets with Crossbeam overlaps from newly updated records in Salesforce Locate Crossbeam records, retrieve partner overlaps and send emails for new records change in Salesforce

    premium
    Create Google Sheets spreadsheets with Crossbeam overlaps from newly updated records in Salesforce Locate Crossbeam records, retrieve partner overlaps and send emails for new records change in Salesforce
    • Salesforce logo
    • Email by Zapier logo
    Salesforce + Crossbeam + Email by Zapier
  • Find Crossbeam overlaps and send emails for new companies in HubSpot

    • HubSpot logo
    • Email by Zapier logo
    HubSpot + Crossbeam + Email by Zapier
    More details
    1. When this happens

      Step 1: Company Recently Created or Updated

    2. Then do this

      Step 2: Record Search by ID

    3. Then do this

      Step 3: Partner Records Search by Record Type and ID

    4. Then do this

      Step 4: Send Outbound Email

  • Detect Crossbeam overlaps and update Google Sheets rows with new companies in HubSpot

    • HubSpot logo
    • Google Sheets logo
    HubSpot + Crossbeam + Google Sheets
    More details
    1. When this happens

      Step 1: Company Recently Created or Updated

    2. Then do this

      Step 2: Record Search by ID

    3. Then do this

      Step 3: Partner Records Search by Record Type and ID

    4. Then do this

      Step 4: Update Spreadsheet Row

  • Create Excel spreadsheets of Crossbeam overlap information with new lead updates in Dynamics 365 CRM

    premium
    • Microsoft Dynamics 365 CRM logo
    • Microsoft Excel logo
    Microsoft Dynamics 365 CRM + Crossbeam + Microsoft Excel
    More details
    1. When this happens

      Step 1: Lead Updated

    2. Then do this

      Step 2: Records Search by Email

    3. Then do this

      Step 3: Partner Records Search by Record Type and ID

    4. Then do this

      Step 4: Create Spreadsheet

Supported triggers and actions

What does this mean?
  • Crossbeam triggers, actions, and search
    Get Overlaps From Report
    Retrieve overlaps from a given report you saved on Crossbeam
    Action
    Search
  • Crossbeam triggers, actions, and search
    Partner Records Search by Record Type and ID
    For a given Crossbeam Partner Record Type and ID, return any overlapping data with your partners.
    Action
    Search
  • Crossbeam triggers, actions, and search
    Records Search by Domain
    Search your Crossbeam records for a specific domain
    Action
    Search
  • Crossbeam triggers, actions, and search
    Record Search by ID
    Search your Crossbeam records for a specific Record ID
    Action
    Search
  • Crossbeam triggers, actions, and search
    Records Search by Email
    Search your Crossbeam records for a specific email
    Action
    Search
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About Crossbeam

A collection of Crossbeam Actions and Triggers to help support your partner ecosystem workflows.

Related categories

  • Business Intelligence

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