Crossbeam Marketplace

/Adobe Marketo Engage

Adobe Marketo Engage Learn More

Featured • Fully Released

Use partner data to create co-marketing campaigns in Adobe Marketo Engage.

/HubSpot Outbound

HubSpot Outbound Learn More

Featured • Fully Released

Send Crossbeam partner data to HubSpot to target accounts in co-marketing campaigns.

/Salesforce Custom Object

Salesforce Custom Object Learn More

Featured • Fully Released

View Crossbeam partner data on Account & Lead pages with a Salesforce Custom Object.

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Salesforce Custom Object

View Crossbeam partner data on Account & Lead pages with a Salesforce Custom Object.

Description

When you install our Crossbeam Salesforce App, you are installing both our Crossbeam component and the ability to push data into a custom object in Salesforce.

You are able to report on data that we push from Crossbeam into a custom object in Salesforce.

Available data to report on:

  • Your population name
  • Partner name
  • Partner population
  • Partner's Account Executive name
  • Partner's Account Executive contact information (email and phone)

Key Benefits

  • You are able to report on data we push from Crossbeam into a custom object in Salesforce.
     
  • With Crossbeam pushing and storing overlap data in a custom object in Salesforce, this means that you are able to view Crossbeam overlap data on Account and Lead pages in Salesforce Classic.

How it Works

First, you'll need to install our app. You can do that via our AppExchange listing here

Once you click "Get it Now", make sure to have the installation guide handy!

After the app is installed, you will need to enable the push in the Crossbeam app from the integrations page.

 

Upgrading your app to a new version? Head over to our AppExchange listing to install the most recent version, then make sure to step through the installation guide steps again.

Integration Data Flow

Salesforce Custom Object image

Categories

CRM

Partner Type

Integrations

Integration Stage

Fully Released

Crossbeam Plan

Supernode

Support Email

Released On

2022-07-16

App Version

V1.0

Type of Setup

API

Categories

CRM

Partner Type

Integrations

Integration Stage

Fully Released

Crossbeam Plan

Supernode

Support Email

Released On

2022-07-16

App Version

V1.0

Type of Setup

API