Add Crossbeam partner ecosystem data to Boards to create workflows and collaboration opportunities for both internal teams and partners. 

Key Benefits

  • Organize the downstream co-selling and co-marketing opportunities surfaced through Crossbeam's partner data by sending this data into Boards.
  • Send the entire list of Partners, Populations, and associated Overlap Records to a Board or pick specific Report data to send to 
  • Share this information with internal teams at your company using or invite your partners to collaborate on these Boards as well. 
  • Create a repeatable framework around these Boards so your partner teams and their peers internally and externally follow the same set of actions and workflows everytime a new opportunity emerges from Crossbeam partner data. 

Integration Flow

How It Works

Please activate this integration through the Crossbeam integrations page. 

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