What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Partner ecosystem management platform used to track partner activities and collaborations
Example
"Sync new opportunities from Salesforce to Crossbeam partner ecosystem"
Memory Recall
Retrieve account mapping history and partner overlaps.
Example
"Get historical account overlaps with key partners in Crossbeam."
Instant Reaction
Notify partnerships team when a data sync or CRM push fails in Crossbeam.
Example
"Alert if Crossbeam sync between Salesforce and HubSpot fails for partner overlaps."
Autonomous Routine
Monitor partner overlaps, shared pipeline growth, and sync health.
Example
"Send overlap growth report every Monday across top 5 strategic partners."
Agent-Initiated Action
Suggest warm intros or follow-ups based on overlapping opportunities.
Example
"Trigger warm intro recommendation when 10+ shared accounts are active."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Sync account data
Looker
Analyze partnerships
Slack
Notify BD on partnership milestones
Try It with Your Agent
Example Prompt:
"When a new partnership milestone is achieved in Crossbeam, notify BizDev via Slack."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Crossbeam in Fastn UCL: Navigate to the Connectors section and select Crossbeam, then click Connect.
2
Authenticate using OAuth to grant account mapping access.
3
Enable “get_partner_overlap” and “track_account_sharing” in the Actions tab.
4
Use the AI Agent to analyze partner overlap and enable co-selling.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
