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Where it lives

Crossbeam sits under Settings, at Integrations.
The CRM & Data integrations, where Crossbeam is connected alongside HubSpot and Salesforce to bring account overlaps in.

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Before you start

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How it works

Crossbeam appears as a tile on the CRM & Data tab. You connect via OAuth, then map your Introw partners to their Crossbeam partner records. Once mapped, Introw pulls overlap data, shared accounts and prospects, and surfaces it in collaboration views and as a partner filter. Crossbeam is a paid module, and the integration page shows your Crossbeam plan and record export usage so you can manage your quota. It is ecosystem intelligence layered onto Introw, not a CRM sync.

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Settings & configuration

Crossbeam is managed at Integrations.

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Connect Crossbeam

Use the Crossbeam tile to authorize via OAuth.

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Partner mapping

Map each Introw partner to its Crossbeam partner so overlap can be attributed correctly.

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Usage

Review your Crossbeam plan and record export usage on the integration page.

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Overlap in Introw

Once mapped, overlap data appears in collaboration views and as a partner filter.

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How-to guides

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Troubleshooting

Crossbeam requires the module to be enabled on your plan. Overlap only appears for partners you have mapped to Crossbeam, so unmapped partners show no ecosystem data. Record export usage is bounded by your Crossbeam plan.
The module is not enabled on your plan.
The partner is not mapped to a Crossbeam partner.
Check your Crossbeam record export usage and plan.