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Crossbeam + Salesforce Integrations

How to connect Crossbeam + Salesforce

Zapier lets you send info between Crossbeam and Salesforce automatically—no code required.

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Do Even More with Crossbeam + Salesforce

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Crossbeam + Salesforce workflows do more for them.

  • Google Sheets logo

    Zapier users love adding Google Sheets to their workflows

  • Email by Zapier logo

    Zapier users love adding Email by Zapier to their workflows

    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
    • Crossbeam logo
    • Email by Zapier logo
    • Salesforce logo
    Crossbeam + Email by Zapier + Salesforce

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
  • Salesforce triggers, actions, and search
    New Outbound Message
    Triggers when a new outbound message is received in Salesforce.
    Trigger
    Instant
  • Salesforce triggers, actions, and search
    New Record
    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
    Trigger
    Scheduled
  • Salesforce triggers, actions, and search
    Updated Field on Record
    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
    Trigger
    Scheduled
  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose.

    Scheduled

    Action

  • Salesforce

    Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

    Scheduled

    Action

  • Salesforce

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    Scheduled

    Action

  • Salesforce

    Find a record. Optionally create a record if not found.

    Scheduled

    Action

How Crossbeam + Salesforce Integrations Work

  1. Step 1: Authenticate Crossbeam and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

About Crossbeam

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

Related categories

  • Business Intelligence
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn More

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