Connected Deals joins two CRMs on one deal: a partner links the opportunity in their CRM to the matching deal in yours, so both sides work a single shared opportunity from the tools they already use.
What it does
Connected Deals lets a partner who runs their own CRM link their deal to the corresponding deal in your CRM. Once linked, both organizations collaborate on the same opportunity, each from inside their own system, with updates kept in sync between the two. When there is no existing deal to link, the partner can register a new shared deal instead. This is the deepest form of headless co-selling: the partner is not just looking at your record from a portal, they are connecting their own pipeline to yours. It is built for partners with mature sales operations, and it keeps both sides honest, each works from their own CRM while the shared opportunity stays aligned across both.The problem it solves
When both you and your partner run real CRMs, co-selling means reconciling two systems:- Two CRMs, one deal, no link → Connected Deals links the partner’s deal to yours, so both sides work one shared opportunity.
- Partners do not want to leave their CRM → Each side collaborates from their own CRM, and updates stay in sync.
- No existing deal to attach to → Partners can register a new shared deal when there is nothing to link.
- Manual cross-checking of partner pipeline → Linked deals keep both organizations aligned without manual reconciliation.
From problem to solution
Connected Deals bridges two systems of record. The partner links or registers a deal from their CRM, the link ties it to your deal, and both sides collaborate without leaving home. Mature partners co-sell on equal footing, and your pipeline stays aligned with theirs.Use cases
Link two CRMs on one deal
Connect a partner’s deal to the matching deal in your CRM.
Co-sell from your own CRM
Let both sides work the shared opportunity from their own system.
Register a new shared deal
Create a deal to collaborate on when there is nothing to link.
Keep pipelines aligned
Sync updates between linked deals so both sides stay current.
Impact
- CRM-native - Each side works from their own CRM, and the linked deal keeps both in sync.
- Work where you already are - The partner co-sells from their own CRM, never a forced portal login.
- AI-native - The shared context is available to both sides’ assistants, not just the vendor’s.
- Composability - Connected Deals joins two systems on a shared opportunity rather than forcing one tool on both.
Who it’s for
Partner Manager (CAM / PAM)
Invites partners into deal linking and keeps shared opportunities aligned.
Partner - Vendor/Alliance Manager
Links their own deals to the vendor’s and co-sells from their CRM.
Works with
Crossbeam
Find overlapping accounts to connect on.
Shared Pipelines
Connected deals join the shared pipeline.
CRM
Link partner deals from the CRM card.
Headless
Going deeper
How to
Setup, configuration, and all how-to guides.
API reference
Integration surface and code.