Snowflake

Install

Overview

The Crossbeam integration into Snowflake allows Crossbeam to push partner overlap data back into Snowflake. Create custom dashboards, run analytics, and augment your CRM data with partner overlap data from Crossbeam.

Key Benefits

Get your Crossbeam partner overlap and partner AE/rep info back into Snowflake.

Integration Flow

How It Works

Our Snowflake integration allows Crossbeam to push partner overlap data back into Snowflake. Create custom dashboards, run analytics, and augment your CRM data with partner overlap data from Crossbeam.

Looking for our article about using Snowflake as a data source for Crossbeam? You can find it here.

Instructions:

Go to your integrations page and you'll see a tile for Snowflake and a toggle along the bottom to "Enable pushing data back into Snowflake".

Note: if you don't see an option to enable the Snowflake push, you may not have it included in your plan. Contact your CSM, sales rep, or support@crossbeam.com for help.

When snowflake push is enabled, all population overlaps (across all partners) will be pushed to your Snowflake account via a secure Data Share in Snowflake.

 

 

Data Spec You will receive an incoming data share in Snowflake called CROSSBEAM_OVERLAPS__ When the data share is mounted you will see a CROSSBEAM schema with an OVERLAPS view. You can see the full Data Spec table at this link: https://help.crossbeam.com/en/articles/4694521-snowflake-integration

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