How to connect Crossbeam
- Open Connectors in RevampKey and search for Crossbeam.
- Click Connect and approve access on Crossbeam's own sign-in page.
- Come back and ask in plain English. The agent asks before it changes anything.
Tools the agent can use (14)
find_overlapping_accounts_and_leadsfind_overlapping_partnersget_account_contextget_partner_contextget_ecosystem_activityfind_partner_recommendationsfind_partner_shared_contactsget_partner_suggestionssearch_crossbeam_knowledgeget_overlap_list_linkget_ecosystem_list_linkget_deal_navigator_close_deals_linkfind_new_accountsget_partner_overlaps_shared_context