HubSpot CRM Data to Crossbeam

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Overview

Bring HubSpot CRM data into Crossbeam to enable sharing this rich ecosystem data with partners.

Key Benefits

  • Generate Ecosystem Qualified Leads: Grow the top of your funnel with leads and insights from your partner ecosystem. With Crossbeam, you can generate highly qualified partner leads, host more productive co-marketing events, and eliminate channel conflict.
     
  • Instant Account Mapping: Map accounts instantly surface new leads, co-marketing lists, and more. Get notified of new overlaps instantly via email or in Slack and Salesforce.
     
  • Co-Marketing From The Future: Build the perfect co-marketing list. Send your new integration only to your shared customers or co-sell only to your shared opportunities.
     
  • Effectively Prioritize Integrations: Vet possible partnerships by seeing exactly how many customers you have in common. No more wasting your resources building integrations that no one ever uses.

Integration Flow

/HubSpot CRM Data to Crossbeam
/HubSpot CRM Data to Crossbeam

How It Works

1. Connect HubSpot in seconds

Using your HubSpot credentials, Crossbeam can import select fields to be used in your account mapping. Compare your data with your partner’s CRM data, and have complete control over what (if any) fields they see.

2. Use HubSpot data to create Populations to share with your partner

Create Populations such as "customers", "prospects", and “opportunities” to compare with your partner. Find your overlapping accounts and initiate a co-selling or co-marketing motion.

3. Real-time account mapping with your partner using Reports

Create a comparison with filters using your Populations and save them as Reports. Reports provide you with an always-up-to-date look at your account mapping.

Quickly sync HubSpot data in Crossbeam for account mapping
Quickly sync HubSpot data in Crossbeam for account mapping
Quickly sync HubSpot data in Crossbeam for account mapping

Instructions:

Here are some instructions around how to utilize HubSpot as a data source to Crossbeam. Link

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