Workato

Install

Overview

Workato’s integration with Crossbeam utilizes all available APIs to provide the most flexibility possible in how and where you sync your data, giving an automatic “Yes” to the question, “does Crossbeam connect with [app]?”

Increase partner-influenced and sourced pipeline today with Workato + Crossbeam.

Key Benefits

Maximize the impact of your partner program, automatically. Realize value from each partnership faster and more consistently - no more ups and downs - through automatic integration and activation of your partner data. Workato integrates Crossbeam with any application, including CRM, PRM, ABM, Marketing Automation, Sales Engagement, ETL, Data Warehousing, BI, Project Management tools. Leveraging Workato’s 1,000+ pre-built connectors and 500k+ integration templates, Crossbeam owners can empower their marketing teams with tailored marketing campaigns, analyst teams with auto-generated BI dashboards enhanced by partner ecosystem data, sales teams with alerts and automatic account coordination, and so much more.

Integration Flow

How It Works

Workato’s integration with Crossbeam utilizes all available APIs to provide the most flexibility possible in how and where you sync your data, giving an automatic “Yes” to the question, “does Crossbeam connect with [app]?”

Learn more about what triggers and actions are possible with this integration here. 

Instructions:

There are 6 simple steps to get this integration setup. 

  1. Ensure you are on Crossbeam's Supernode plan - please reach out to support@crossbeam.com for support, if necessary. 
  2. Log into Workato
  3. View the Crossbeam connector page in Workato’s Community Library 
  4. Click to Install Connector
  5. Accept the terms and install
  6. Now when you create new recipes, Crossbeam actions will be an option!

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