--- title: "Crossbeam Integration" description: "Surface where your accounts overlap with your partners' in Crossbeam. Agents read partners, populations, account-mapping reports and their overlapping accounts, and collaboration threads to route co-selling signals into your CRM or sales channels." url: https://flowrunner.ai/integrations/crossbeam date_modified: 2026-08-04T10:04:16-07:00 --- # Crossbeam [Sales Intelligence](https://flowrunner.ai/integrations/category/crm-sales) Surface where your accounts overlap with your partners' in Crossbeam. Agents read partners, populations, account-mapping reports and their overlapping accounts, and collaboration threads to route co-selling signals into your CRM or sales channels. [Verified](https://flowrunner.ai/integrations/verified "What does verified mean?") · 7 actions · API key · available [Crossbeam website](https://crossbeam.com/) · [Platform Documentation](https://developers.crossbeam.com/) · Capability data verified 2026-08-12 1. The nightly sweep runs Get Report Data against the Prospects x Partner Customers report 2. The agent diffs the overlap rows against yesterday's snapshot to isolate genuinely new matches 3. Each new overlap syncs to the CRM as a co-sell signal on the account, with the partner and populations recorded 4. List Threads checks whether a collaboration thread already exists with that partner about the account 5. The account owner gets the alert: this prospect is that partner's customer, with the matched fields attached 6. The partner manager decides how to use the signal: request a warm intro through the partner, or keep it as silent qualification context 7. The decision writes back to the CRM as the play for that account, and intro requests route to the partner channel 8. The weekly co-sell digest reports new overlaps, plays chosen, and intros in flight ## What This Integration Enables Partner data is the most valuable intelligence in your pipeline and the easiest to waste: an overlap that sits in a quarterly spreadsheet helps nobody, and one that leaks into a cold email damages the partnership that shared it. Crossbeam structures the sharing; this connector structures the acting. FlowRunner agents read your partners, your populations and theirs, the account-mapping reports that intersect them, the overlapping accounts those reports produce, and the collaboration threads where co-selling already lives, then route what they find into the CRM and channels where sellers work. - Surface overlapping accounts between your segments and each partner's for co-selling - Sync new overlaps into the CRM or a spreadsheet, diffed so only fresh matches alert - Notify the account owner the moment a prospect shows up in a partner's customer base - Audit which partners, populations, and records your organization has shared for mapping - Track collaboration threads so co-sell conversations tie to the accounts they concern Every action in this connector is a read. The judgment, and FlowRunner's [human-in-the-loop](https://flowrunner.ai/concepts/human-in-the-loop) gate, sits on what happens next, because the data these reads return belongs to a relationship, not just to you. ### Without FlowRunner **Overlaps discovered by accident**: A rep learns the prospect uses a partner's product in the second discovery call **Partner data reviewed quarterly**: Account mapping happens in a spreadsheet exercise that is stale before it circulates **Signals used clumsily**: Partner-sourced intelligence leaks into cold emails, and partners notice ### With FlowRunner **Overlaps land on the account**: New matches sync to the CRM nightly with partner and population context **Mapping is a running process**: Reports are diffed on a schedule, and only genuinely new intersections raise alerts **Disclosure is a decision**: A person chooses between the warm intro and the quiet context, account by account ## Use Case Scenarios ### The co-sell signal that arrives during the deal Get Report Data sweeps the Prospects x Partner Customers report nightly. A new overlap on an active opportunity posts to [Slack](https://flowrunner.ai/integrations/slack) for the account owner: the prospect is the partner's customer, matched on domain, with the population context from List Populations and List Partner Populations spelled out. The partner manager picks the play, and when it is a warm intro, the request goes to the partner with the account named and nothing else disclosed. The rep walks into the next call knowing the ecosystem around the deal. ### Overlaps become pipeline, systematically For the quarterly partner campaign, the agent loops the full overlap set from Get Report Data and opens a co-sell opportunity in [HubSpot](https://flowrunner.ai/integrations/hubspot) for each qualifying account, tagged with the partner and report. Existing deals get the overlap appended instead of duplicated. The campaign list in [Google Sheets](https://flowrunner.ai/integrations/google-sheets) tracks which overlaps converted, which turns partner-sourced pipeline from an anecdote into a measured channel. ### The sharing audit Before renewing a data-sharing relationship, the partner team audits what is actually exposed. List Partners inventories the connected organizations, List Populations shows which of your segments each can map against, and List Records inspects the accounts inside each shared population. The report answers the question legal always asks and nobody could answer quickly: exactly what does this partner see? List Threads adds the activity picture, showing which relationships produce real collaboration and which just hold data. ## Human-in-Loop Highlight The costly operation on this page is not a delete, it is a disclosure. Get Report Data returns rows a partner shared under a data-sharing relationship: their customer list, intersected with your prospects. Nothing in the API can un-teach a sales team something, and nothing can un-send the cold email that opens with knowledge the prospect never gave you. One clumsy use and the partner tightens their populations or ends the mapping entirely, which is a data source lost for good. So overlap intelligence on this page never flows into outreach on an agent's judgment. The agent routes the signal and drafts the options: "Meridian Foods appears in Partner Northwind's Customers population and our Open Opportunities. Request an intro through Northwind's partner manager, or hold as context for the account team?" The partner manager chooses, and only the chosen path executes. The reads are automated; the relationship stays in human hands. Agent processes routinely Detects exception requiring judgment Clear match Continues automatically Ambiguous Routes to human via email Human decides Agent resumes with decision ## Agent Capabilities 7 actions ### Partners and Populations 3 - **List Partners** Lists the partner organizations connected to yours, each an account-mapping relationship, with pagination. The scope step for every overlap query. - **List Populations** Lists your own named segments, Customers, Open Opportunities, Prospects, shared for mapping. The key to interpreting which of your segments an overlap falls into. - **List Partner Populations** Lists the populations partners have shared with you, optionally filtered to one partner. The other side of every overlap. ### Reports and Overlaps 2 - **List Reports** Lists the configured account-mapping reports, each defining an overlap query between your populations and a partner's. The index of co-sell signals available to sweep. - **Get Report Data** Retrieves the overlapping accounts for a report: each row a company present on both sides, with matched fields such as name, domain, and population membership. The core output this page's workflows run on, paginated for large overlaps. ### Collaboration and Records 2 - **List Threads** Lists partner collaboration threads tied to specific accounts and opportunities, optionally filtered by partner. The check that keeps agents from raising signals humans are already discussing. - **List Records** Lists your own uploaded or synced accounts, optionally scoped to a population. The audit view of exactly what your organization has shared for mapping. ## Frequently Asked Questions ### What can FlowRunner do with Crossbeam? FlowRunner agents can run List Partners, List Populations, and List Partner Populations in Crossbeam, plus 4 more actions. ### Does connecting Crossbeam to FlowRunner require OAuth? No. Crossbeam connects to FlowRunner with an API key, no OAuth flow required. ### Can Crossbeam trigger a FlowRunner workflow automatically? Crossbeam doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger. **Work at Crossbeam?** This integration exposes Crossbeam to AI agents on every FlowRunner plan, including through MCP, at no cost to you. [See what FlowRunner offers integration partners](https://flowrunner.ai/integrations/partners), including how to keep this page current. --- Markdown version of https://flowrunner.ai/integrations/crossbeam. Site index: https://flowrunner.ai/llms.txt