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Your reps decide how to approach an account faster when they know who else in the ecosystem already sells into it. This guide connects Crossbeam to Introw and confirms your record export quota, so that intelligence sits on the account your team is already looking at. Crossbeam is a paid add-on layered onto Introw, not a CRM sync, so it sits alongside your CRM rather than replacing it.

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What you’ll achieve

A connected Crossbeam account with your record export usage visible, and ecosystem overlap showing on the accounts your team works, so they can act on it without opening Crossbeam.

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Before you start

1

Enable Crossbeam on your plan

Crossbeam is a paid add-on. If the Crossbeam tile shows an upgrade prompt instead of Connect, the module is not enabled on your plan; contact Introw to add it.
2

Confirm Crossbeam admin access

You need admin access to the Crossbeam account you are connecting so you can authorize the integration.
3

Confirm your Introw permission

You need permission to connect integrations in Introw to authorize Crossbeam.

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Watch it

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Steps

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Connect the account

1

Open the Integrations

Go to Integrations and stay on the CRM & Data category, where the Crossbeam tile lives alongside your CRM tiles.
Open the Crossbeam integration
2

Start the Crossbeam connection

On the Crossbeam tile select Connect to open Crossbeam’s authorization screen.
Connect authorizes Crossbeam over OAuth.
3

Authorize Crossbeam

Sign in to Crossbeam, choose the account, and approve access. Introw returns with Crossbeam shown as Connected by you, with the connection date, and opens the Crossbeam page.

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Check your usage and quota

1

Review the Overview

At the top of the Crossbeam page, the Overview shows your Crossbeam Plan and Record Export Usage: how many of your record exports are consumed against your limit, the percentage used, and how many days until the term resets. Watch this so you do not exhaust your Crossbeam quota; the bar turns orange as you approach the limit and red when it is reached. Use View in Crossbeam to manage the plan itself in Crossbeam.

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Verify it worked

Crossbeam shows as Connected on the integrations page, and the Overview shows your current plan and record export usage. Open an account your ecosystem is likely to know in a collaboration view: an Overlap block lists the partners Crossbeam reports on it, with the populations they hold it in. There is no partner-by-partner setup to do; overlap is matched on the account’s domain. The block is internal, so partners never see it.

Collaborate on shared pipeline

Act on overlap in your collaboration views and co-sell.

Implementation reference

Full configuration options.