CRM & Sales · Integration
Crossbeam
Add Crossbeam to your product for your customers, and give your AI agents governed access to it.
Embed a Crossbeam integration so your customers can bring their own partner ecosystem data into your product, reading their partner records and the account overlaps they already share. Access runs through each customer's own Crossbeam account, so they only ever see the data their own partnerships expose, and mapping to their account fields is configuration rather than code. fastn handles per-customer authorisation and API upkeep.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let customers read their own partner records and shared accounts into your product.
Show account overlap against a record in your product so reps see which partners can help on a deal.
Match overlap data to each customer's own account fields so it lands on the right record.
Trigger your product when a new overlap appears on an account a customer is working.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent checks which partners overlap on an account before suggesting an introduction.
An agent reads partner data to ground a co-selling recommendation, within governed permissions.
An agent reacts to a new overlap and notifies the account owner.
Example prompt
For this account, list the partners we overlap with and whether the account is open at each.
Set up Crossbeam in 4 steps
- 01Open the Crossbeam connector from your fastn dashboard.
- 02Have each customer authenticate their own Crossbeam account.
- 03Map the partner and account fields your product uses, then enable actions and triggers.
- 04Call them from your product, or expose them to an agent through the MCP server.
Why teams use the Crossbeam integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a Crossbeam integration without building it. Your customers connect their own Crossbeam account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
- Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Crossbeam update is not your on-call problem.
- One integration serves your product and your agents. The same governed Crossbeam connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.
Used by these teams
Compare with
Salesforce
HubSpotWorks well with
SlackOften used alongside
Tools the same teams tend to run next to Crossbeam, across other categories.
Mailchimp
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Google Ads
Microsoft TeamsCrossbeam integration FAQ
How do I add a Crossbeam integration to my product?
Enable the Crossbeam connector in your fastn dashboard, then let each customer authenticate their own Crossbeam account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Crossbeam client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Crossbeam account?
Yes. Every connection is scoped to the individual customer, so each authorises their own Crossbeam account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Crossbeam integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent checks which partners overlap on an account before suggesting an introduction.
Who maintains the Crossbeam integration?
fastn does. When Crossbeam changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Does the Crossbeam integration support custom fields and custom objects?
Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual Crossbeam schema does not require a deploy on your side.
Can records sync both ways?
Yes. You can read from Crossbeam, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in Crossbeam do not drift apart.
What can I build with the Crossbeam integration?
A common starting point: read their own partner records and shared accounts into your product. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Crossbeam integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Crossbeam does not change your per-connector cost. You can start free with 3 connected accounts.
Add Crossbeam to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.