All integrationsCRM & Contacts
Crossbeam
Find partners, populations, reports, shared accounts, overlaps and sales signals.
- actions
- 22
- triggers
- 8
Triggers
Start a workflow when something happens in Crossbeam.
- New partnerRuns when new partner is observed in Crossbeam. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
- New populationRuns when new population is observed in Crossbeam. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
- New reportRuns when new report is observed in Crossbeam. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
- New accountRuns when new account is observed in Crossbeam. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
- New leadRuns when new lead is observed in Crossbeam. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
- New account signalRuns when new account signal is observed in Crossbeam. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
- New lead signalRuns when new lead signal is observed in Crossbeam. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
- New own deal signalRuns when new own deal signal is observed in Crossbeam. Existing records establish the initial baseline. Polling follows your workspace plan; snapshots are limited to 4,000 records.
Actions
Steps a workflow can run in Crossbeam.
- Get current userGet current user.
- List organization usersList organization users.
- List partnersList partners.
- Get partnerGet partner.
- List partner tagsList partner tags.
- List populationsList populations.
- Get populationGet population.
- List partner populationsList partner populations.
- Get partner populationGet partner population.
- List reportsList reports.
- List accountsList accounts.
- List audit logsList audit logs.
- Search accountsSearch accounts.
- List leadsList leads.
- Search leadsSearch leads.
- List account overlapsList account overlaps.
- Search account overlapsSearch account overlaps.
- List lead overlapsList lead overlaps.
- Search lead overlapsSearch lead overlaps.
- List account signalsList account signals.
- List lead signalsList lead signals.
- List own deal signalsList own deal signals.
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