Crossbeam
Partner ecosystem platform for account mapping and co-selling (merged with Reveal).
- Category
- CRM & Sales
- Type
- Partner ecosystem
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Partners
- Overlaps
- Populations
- Records
- Reports
Join Crossbeam partners with billing, support and product usage to see each account in full.
Need more? Name any other Crossbeam data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Crossbeam uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Crossbeam if you need help.
04How it works
How it works in DataMind.
-
Pick Crossbeam.
Open Lake, pick Crossbeam in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Crossbeam API docs.
-
Answer a few questions.
The AI reads the Crossbeam documentation, then asks which credentials you will use, which data to sync (for example partners and overlaps), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Crossbeam data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
