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Overview

With the Crossbeam and Zapier integration, you can leverage or easily create new zaps to automate how Crossbeam partner data triggers new automated workflows in your favorite systems, tools, and processes. Free up time and busy work by piping partner data where you need it most.

Key Benefits

Partner Data Everywhere: Connect Crossbeam to the apps you use every day like Google Sheets, PartnerStack, Slack, and more. 

Automate to Overcome: Finish routine partner tasks automatically by leveraging Crossbeam and Zapier to trigger and automate partnership actions 

Extend Your Reach and Revenue: By creating new streams for your partner data both in and outside of your Crossbeam partner ecosystem 

Keep Momentum: Stick with the tools and processes that work for your team. Crossbeam and Zapier helps you pipe data into the apps where work happens.

Integration Flow

/Zapier Automation Platform
/Zapier Automation Platform

How It Works

In Zapier, navigate to the Crossbeam integrations page.

Select an existing recipe from the library or choose an app to connect Crossbeam to for workflow automation.

Within each Recipe, follow the step-by-step instructions to authenticate your apps & define your actions.

Let the automation work its magic.

 

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