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Email by Zapier + Salesforce + Crossbeam

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

When records in Salesforce change to indicate qualified leads or opportunities, find any overlaps with your Crossbeam partner ecosystems and then email that information to the AEs assigned.

When records in Salesforce change to indicate qualified leads or opportunities, find any overlaps with your Crossbeam partner ecosystems and then email that information to the AEs assigned.

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    When this happens...
    SalesforceSalesforce
    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.).

    TriggerScheduled
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    automatically do this...
    CrossbeamCrossbeam
    Record Search by ID

    Search your Crossbeam records for a specific Record ID

    ActionSearch
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    then do this...
    CrossbeamCrossbeam
    Partner Records Search by Record Type and ID

    For a given Crossbeam Partner Record Type and ID, return any overlapping data with your partners.

    ActionSearch
  4. then do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.

    ActionWrite

Supported triggers and actions

What does this mean?
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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Related categories

  • Email
  • Zapier
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About Crossbeam

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

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